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Southern Company

1,716 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 634 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $48.7B → $48.7B (+$12.8M)

0.75% less ownership

Funds ownership: 64.36%63.62% (-0.75%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331M
Puts
$155M
Net Calls
Net Calls Change

Top Sellers

1 -$1.28B
2 -$135M
3 -$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$5.41M
327
$5.37M
328
$5.36M
329
$5.35M
330
$5.33M
331
$5.22M
332
$5.16M
333
$5.13M
334
$5.13M
335
$5.13M
336
$5.12M
337
$5.11M
338
$5.08M
339
$5.03M
340
$5.03M
341
$5.03M
342
$4.99M
343
$4.95M
344
$4.91M
345
$4.84M
346
$4.83M
347
$4.74M
348
$4.74M
349
$4.73M
350
$4.7M