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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 %
SC
376
Savant Capital
Illinois
$4.21M 59,887 +6,895 +13%
SWA
377
Stratos Wealth Advisors
Ohio
$4.19M 59,688 -2,264 -4%
BCCM
378
Bridge Creek Capital Management
Massachusetts
$4.19M 59,676 -105 -0.2%
SFI
379
Siemens Fonds Invest
Germany
$4.14M 59,181 -1,132 -2%
CWP
380
Cyndeo Wealth Partners
Florida
$4.1M 58,432 +2,670 +5%
TC
381
TwinBeech Capital
New York
$4.07M 57,967 +57,967 New
IC
382
IEQ Capital
California
$4.07M 57,871 +2,007 +4%
SB
383
Simmons Bank
Arkansas
$4.01M 57,076 +1,274 +2%
FBT
384
First Bank & Trust
South Dakota
$4.01M 57,065 +10,445 +22%
MGP
385
Metis Global Partners
California
$3.99M 56,821 +22,710 +67%
GWMIA
386
Global Wealth Management Investment Advisory
Florida
$3.96M 56,412 +238 +0.4%
SPIA
387
Steward Partners Investment Advisory
New York
$3.96M 56,386 -2,581 -4%
OC
388
Oakworth Capital
Alabama
$3.93M 55,930 +2,207 +4%
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$3.91M 55,658 – –
LIP
390
Lighthouse Investment Partners
Florida
$3.91M 55,653 +55,653 New
SFA
391
Sequoia Financial Advisors
Ohio
$3.91M 55,638 +3,841 +7%
BCM
392
Birmingham Capital Management
Alabama
$3.91M 55,600 -7,650 -12%
NB
393
Norinchukin Bank
Japan
$3.9M 55,445 -2,653 -5%
IWC
394
Integrated Wealth Concepts
Massachusetts
$3.85M 54,818 +6,074 +12%
RBA
395
Richard Bernstein Advisors
New York
$3.8M 54,039 – –
WB
396
WesBanco Bank
West Virginia
$3.79M 54,018 -1,626 -3%
TLP
397
Trinity Legacy Partners
Texas
$3.77M 53,732 +2,862 +6%
API
398
Advisor Partners II
California
$3.72M 53,019 +9,056 +21%
NMERB
399
New Mexico Educational Retirement Board
New Mexico
$3.72M 52,887 +2,500 +5%
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.69M 52,547 -1,881 -3%
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