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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 %
FC
501
Forte Capital
New York
$2.26M -$51.4K -732 -2%
Brown Advisory
502
Brown Advisory
Maryland
$2.24M -$305K -4,342 -12%
WFG
503
Wills Financial Group
Virginia
$2.23M +$703 +10 +0%
BNP Paribas Asset Management
504
BNP Paribas Asset Management
France
$2.22M -$2.19M -31,183 -50%
BFG
505
Bleakley Financial Group
New Jersey
$2.22M +$470K +6,689 +27%
CBA
506
Coastal Bridge Advisors
Connecticut
$2.19M +$5.2K +74 +0.2%
HW
507
Hancock Whitney
Mississippi
$2.17M +$89.1K +1,268 +4%
MBTD
508
Mechanics Bank - Trust Department
California
$2.17M -$69.9K -995 -3%
FFIC
509
First Fiduciary Investment Counsel
Ohio
$2.16M -$2.81K -40 -0.1%
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$2.16M +$1.77M +25,189 +454%
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$2.13M -$37.2K -530 -2%
SCA
512
Snowden Capital Advisors
New York
$2.13M -$473K -6,735 -18%
JIC
513
Johnson Investment Counsel
Ohio
$2.13M +$162K +2,308 +8%
MCM
514
Mainstay Capital Management
Michigan
$2.12M -$124K -1,767 -6%
SAI
515
Systematic Alpha Investments
New Jersey
$2.11M – – –
SC
516
SouthState Corp
Florida
$2.09M -$53K -755 -2%
CWM
517
Calamos Wealth Management
Illinois
$2.09M +$10.1K +144 +0.5%
KCPG
518
Kavar Capital Partners Group
Kansas
$2.07M -$23.3K -331 -1%
TYCC
519
Texas Yale Capital Corp
Florida
$2.06M -$29.1K -414 -1%
VVP
520
Venture Visionary Partners
Ohio
$2.06M -$106K -1,513 -5%
GT
521
Greenleaf Trust
Michigan
$2.04M +$149K +2,119 +8%
BOH
522
Bank of Hawaii
Hawaii
$2.02M +$92.2K +1,313 +5%
QCM
523
Quantinno Capital Management
New York
$2.02M +$344K +4,903 +21%
BF
524
BOK Financial
Oklahoma
$2.02M -$360K -5,129 -15%
KWM
525
Kingsview Wealth Management
Oregon
$2M +$379K +5,398 +23%
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