SO icon

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 %
SYBT
551
Stock Yards Bank & Trust
Kentucky
$1.81M -$19.5K -278 -1%
ACIM
552
Azimuth Capital Investment Management
Michigan
$1.81M -$36.9K -525 -2%
NAM
553
NTV Asset Management
West Virginia
$1.79M -$12.2K -174 -0.7%
PAG
554
Private Advisory Group
Washington
$1.79M -$15.5K -220 -0.9%
CA
555
Cullinan Associates
Kentucky
$1.78M +$534K +7,605 +43%
NB
556
NBT Bank
New York
$1.78M -$57.4K -817 -3%
BAMF
557
BI Asset Management Fondsmaeglerselskab
Denmark
$1.77M +$575K +8,190 +48%
GVAG
558
Great Valley Advisor Group
Delaware
$1.77M +$217K +3,093 +14%
KA
559
Keene & Associates
Texas
$1.76M +$17.4K +248 +1%
BBHC
560
Brown Brothers Harriman & Co
New York
$1.76M +$21.1K +300 +1%
MCIA
561
Mountain Capital Investment Advisors
Colorado
$1.76M -$540K -7,399 -24%
AAIM
562
American Assets Investment Management
California
$1.76M – – –
WPC
563
Waters Parkerson & Co
Louisiana
$1.75M -$17.8K -253 -1%
CS
564
Capital Square
Tennessee
$1.74M +$4.43K +63 +0.3%
AF
565
Allworth Financial
California
$1.73M -$26.5K -377 -2%
VCA
566
Verdence Capital Advisors
Maryland
$1.72M -$97.4K -1,387 -5%
ECA
567
Elevated Capital Advisors
Utah
$1.71M +$40.9K +582 +2%
CNBTD
568
Citizens National Bank Trust Department
Mississippi
$1.71M -$25.3K -360 -1%
SC
569
Stolper & Co
Oklahoma
$1.71M +$7.1K +101 +0.4%
ADL
570
Asset Dedication LLC
California
$1.71M +$179K +2,556 +12%
IWM
571
IHT Wealth Management
Illinois
$1.7M -$113K -1,605 -6%
MA
572
Mutual Advisors
Nebraska
$1.68M -$54.2K -771 -3%
CC
573
Centiva Capital
New York
$1.67M +$1.67M +23,788 New
GWM
574
Geneos Wealth Management
Colorado
$1.67M +$548K +7,796 +49%
UCB
575
United Community Bank
South Carolina
$1.67M +$11.4K +162 +0.7%
21 22
23
24 25