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Southern Company
SO

Overview Fund Activity

1,714 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, 633 reducing their positions, and 82 closing their positions.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.03%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
326
Carret Asset Management
New York
$5.41M 76,942 -2,210 -3%
Walleye Capital
327
Walleye Capital
New York
$5.37M 76,474 +46,793 +158%
AIM
328
Anchor Investment Management
South Carolina
$5.36M 76,279 +8,275 +12%
HWAM
329
Hennion & Walsh Asset Management
New Jersey
$5.35M 76,120 +10,852 +17%
WA
330
Waverly Advisors
Alabama
$5.33M 75,820 +4,720 +7%
PFS
331
Prospera Financial Services
Texas
$5.22M 74,273 +6,034 +9%
IFAM
332
Institutional & Family Asset Management
Colorado
$5.16M 73,518 +124 +0.2%
AAM
333
Advisors Asset Management
Colorado
$5.13M 73,089 +217 +0.3%
NGA
334
Naples Global Advisors
Florida
$5.13M 73,060 -1,146 -2%
AFG
335
Albion Financial Group
Utah
$5.13M 73,021 +885 +1%
SDIC
336
South Dakota Investment Council
South Dakota
$5.12M 72,906 -1,300 -2%
DADC
337
D.A. Davidson & Co
Montana
$5.11M 72,725 -2,011 -3%
BRWA
338
B. Riley Wealth Advisors
Florida
$5.08M 72,321 +1,088 +2%
BPA
339
Beacon Pointe Advisors
California
$5.03M 71,655 -33,513 -32%
LFAS
340
Level Four Advisory Services
Texas
$5.03M 71,651 -854 -1%
CS
341
Clear Street
New York
$5.03M 71,600 +71,600 New
CA
342
Carson Advisory
Georgia
$4.99M 70,973 -798 -1%
LMIM
343
Lockheed Martin Investment Management
Maryland
$4.95M 70,500 +7,300 +12%
TCM
344
Telos Capital Management
California
$4.91M 69,862 -831 -1%
PAM
345
Panagora Asset Management
Massachusetts
$4.84M 68,921 – –
FVWA
346
Foster Victor Wealth Advisors
South Carolina
$4.83M 67,400 +2,097 +3%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$4.74M 67,500 -3,300 -5%
KBC Group
348
KBC Group
Belgium
$4.74M 67,427 +3,263 +5%
BCM
349
Bayesian Capital Management
New York
$4.73M 67,274 +67,274 New
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$4.7M 66,941 +489 +0.7%
12 13
14
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