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Southern Company
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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 %
MFG
451
Merit Financial Group
Georgia
$2.76M +$249K +3,549 +10%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.75M +$28.5K +405 +1%
MCM
453
McRae Capital Management
New Jersey
$2.74M – – –
CF
454
Cantor Fitzgerald
New York
$2.74M -$15K -213 -0.5%
EA
455
Eudaimonia Advisors
Tennessee
$2.72M -$19.5K -278 -0.7%
CF
456
Centaurus Financial
California
$2.72M -$916K -13,033 -25%
FCB
457
First County Bank
Connecticut
$2.71M -$368K -5,233 -12%
GFS
458
GYL Financial Synergies
Connecticut
$2.71M -$14.1K -201 -0.5%
WIC
459
Woodmont Investment Counsel
Tennessee
$2.69M -$35.8K -509 -1%
RIL
460
Rothschild Investment LLC
Illinois
$2.69M +$28.2K +402 +1%
MMHP
461
Murphy Middleton Hinkle & Parker
Georgia
$2.67M -$41.3K -588 -2%
UBG
462
United Bank (Georgia)
Georgia
$2.65M +$207K +2,951 +8%
FLI
463
Family Legacy Inc
South Carolina
$2.64M -$7.03K -100 -0.3%
AIP
464
Ameritas Investment Partners
Nebraska
$2.63M +$131K +1,865 +5%
PCIA
465
Prime Capital Investment Advisors
Kansas
$2.62M +$1.5M +21,355 +134%
TF
466
TIAA FSB
Florida
$2.61M -$12K -171 -0.5%
PP
467
Prudential plc
United Kingdom
$2.6M +$766K +10,903 +42%
Nomura Holdings
468
Nomura Holdings
Japan
$2.6M +$2.6M +36,970 New
KIA
469
KCM Investment Advisors
California
$2.58M -$124K -1,762 -5%
BTI
470
Blue Trust Inc
Georgia
$2.58M +$239K +3,440 +10%
GCM
471
Greenland Capital Management
New York
$2.57M +$2.57M +36,641 New
MHI
472
Miller Howard Investments
New York
$2.57M +$601K +8,559 +30%
DZ Bank
473
DZ Bank
Germany
$2.57M -$39.5K -561 -2%
B
474
Bailard
California
$2.57M +$31.9K +454 +1%
BFO
475
Biltmore Family Office
North Carolina
$2.56M – – –
17 18
19
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