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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
Bank of America
North Carolina
$483M
3
Renaissance Technologies
Renaissance Technologies
New York
$19M
4
BlackRock
BlackRock
New York
$5.49B
5
Invesco
Invesco
Georgia
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
476
Private Asset Management
California
$2.54M -$641K -9,119 -20%
TRCT
477
Tower Research Capital (TRC)
New York
$2.54M +$1.05M +14,901 +70%
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$2.53M -$41K -583 -2%
ECM
479
Everence Capital Management
Indiana
$2.52M – – –
DE
480
Day & Ennis
Georgia
$2.51M -$25.2K -358 -1%
V
481
Veritable
Delaware
$2.44M -$80K -1,139 -3%
NMIMC
482
Northwestern Mutual Investment Management Company
Wisconsin
$2.42M +$12.3K +175 +0.5%
AIA
483
Armor Investment Advisors
North Carolina
$2.41M -$267K -3,795 -10%
LS
484
Leelyn Smith
Illinois
$2.4M -$119K -1,697 -5%
CC
485
Courier Capital
New York
$2.4M +$2.03M +28,874 +547%
ACM
486
Argyle Capital Management
Pennsylvania
$2.36M -$145K -2,066 -6%
IIM
487
INTECH Investment Management
Florida
$2.36M -$1.56M -22,152 -40%
SFS
488
Sowell Financial Services
Arkansas
$2.36M +$412K +5,864 +21%
EF
489
Empirical Finance
Pennsylvania
$2.36M +$271K +3,861 +13%
HKIM
490
Hayek Kallen Investment Management
Alabama
$2.36M +$2.11K +30 +0.1%
EFS
491
Essex Financial Services
Connecticut
$2.36M -$14.5K -207 -0.6%
VRM
492
Vectors Research Management
New York
$2.31M -$713K -10,149 -24%
SAM
493
Shell Asset Management
Netherlands
$2.31M +$699K +9,950 +43%
D.E. Shaw & Co
494
D.E. Shaw & Co
New York
$2.3M +$119K +1,688 +5%
EH
495
Equitable Holdings
New York
$2.29M +$1.11M +15,811 +94%
N
496
Natixis
France
$2.28M +$2.28M +32,513 New
SGCA
497
Steel Grove Capital Advisors
Tennessee
$2.28M -$2.11K -30 -0.1%
NHC
498
Nicholas Hoffman & Company
Georgia
$2.28M +$8.85K +126 +0.4%
HFM
499
Hartford Financial Management
Connecticut
$2.28M – – –
OIA
500
OneDigital Investment Advisors
Kansas
$2.27M +$20K +284 +0.9%
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