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Southern Company
SO

Overview Fund Activity

1,715 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.

New
Increased
Maintained
Reduced
Closed
Holders
1,715
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.05%
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 Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
426
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.12M +$26.7K +380 +0.9%
PI
427
Putnam Investments
Massachusetts
$3.1M -$455K -6,479 -13%
MSFS
428
Main Street Financial Solutions
Pennsylvania
$3.09M +$15.5K +221 +0.5%
PMIA
429
Patrick Mauro Investment Advisor
Illinois
$3.09M -$1.52M -21,658 -33%
MIM
430
MTM Investment Management
South Carolina
$3.08M +$2.46K +35 +0.1%
S
431
SignatureFD
Georgia
$3.07M +$106K +1,502 +4%
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$3.07M +$103K +1,467 +3%
BW
433
Bison Wealth
Georgia
$3.06M +$75.2K +1,070 +3%
RWM
434
Rench Wealth Management
Texas
$3M +$65.3K +930 +2%
FB
435
Fulton Bank
Pennsylvania
$2.99M -$389K -5,531 -12%
BBVA
436
Banco Bilbao Vizcaya Argentaria
Spain
$2.93M -$158K -2,259 -5%
TMAM
437
Tokio Marine Asset Management
Japan
$2.92M +$7.17K +102 +0.2%
SS
438
Simplicity Solutions
Minnesota
$2.89M +$601K +8,558 +26%
TAIM
439
Te Ahumairangi Investment Management
New Zealand
$2.89M +$171K +2,430 +6%
PWW
440
Pettyjohn Wood & White
Virginia
$2.88M -$22.9K -326 -0.8%
IMPI
441
Ilmarinen Mutual Pension Insurance
Finland
$2.88M +$2.88M +41,000 New
BKA
442
Brick & Kyle Associates
Pennsylvania
$2.87M -$4.37K -61 -0.2%
DP
443
Dearborn Partners
Illinois
$2.86M -$157K -2,231 -5%
SFG
444
Sovereign Financial Group
Connecticut
$2.86M -$108K -1,542 -4%
SCP
445
Shorepoint Capital Partners
Massachusetts
$2.85M +$63.5K +904 +2%
CCP
446
Clarkston Capital Partners
Michigan
$2.83M – – –
AWM
447
Apollon Wealth Management
South Carolina
$2.8M +$979K +13,939 +54%
LF
448
Lantz Financial
Illinois
$2.8M -$31.3K -446 -1%
RCM
449
Raleigh Capital Management
North Carolina
$2.79M -$311K -4,433 -10%
DLCIG
450
D.L. Carlson Investment Group
New Hampshire
$2.77M +$91K +1,295 +3%
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