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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 %
MC
351
Moors & Cabot
Massachusetts
$4.69M 66,704 +1,315 +2%
CCM
352
Coldstream Capital Management
Washington
$4.68M 66,660 +2,893 +5%
GIM
353
Goelzer Investment Management
Indiana
$4.68M 66,638 -429 -0.6%
MCC
354
Money Concepts Capital
Florida
$4.59M 65,317 -390,960 -86%
TPCW
355
TD Private Client Wealth
New York
$4.58M 65,156 -10,503 -14%
AWA
356
Arkadios Wealth Advisors
Georgia
$4.57M 65,041 -274 -0.4%
SCM
357
Schnieders Capital Management
California
$4.57M 64,995 -1,575 -2%
BCM
358
Brookstone Capital Management
Illinois
$4.55M 64,371 +9,925 +18%
Robeco Institutional Asset Management
359
Robeco Institutional Asset Management
Netherlands
$4.52M 64,363 +43,227 +205%
EA
360
Ellsworth Advisors
Ohio
$4.49M 63,846 +1,659 +3%
CMP
361
Coston McIsaac & Partners
Maine
$4.48M 63,800 +1,941 +3%
MMPW
362
Mitchell McLeod Pugh & Williams
Alabama
$4.45M 63,415 +6,458 +11%
BA
363
Baugh & Associates
Georgia
$4.42M 62,974 +1,004 +2%
SPC
364
Sigma Planning Corp
Michigan
$4.41M 62,774 -7,137 -10%
PFO
365
Pathstone Family Office
New Jersey
$4.41M 61,944 +1,585 +3%
SWP
366
Stratos Wealth Partners
Ohio
$4.39M 62,455 +4,307 +7%
ClearBridge Investments
367
ClearBridge Investments
New York
$4.35M 61,992 +5,078 +9%
SA
368
Shilanski & Associates
Alaska
$4.33M 61,684 +1,956 +3%
VWMG
369
Virginia Wealth Management Group
Virginia
$4.31M 61,341 -409 -0.7%
GT
370
Glenmede Trust
Pennsylvania
$4.31M 61,883 – –
MA
371
Montag & Associates
Georgia
$4.28M 60,939 +1,010 +2%
CBTWT
372
Community Bank & Trust (Waco, Texas)
Texas
$4.27M 60,779 -303 -0.5%
CWG
373
Cornerstone Wealth Group
North Carolina
$4.25M 60,567 +52,396 +641%
CHC
374
City Holding Co
West Virginia
$4.22M 60,092 +934 +2%
FIA
375
Foundations Investment Advisors
Arizona
$4.21M 59,949 +1,482 +3%
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