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Southern Company

1,697 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 774 increasing their positions, 541 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

8% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 104

2% less capital invested

Capital invested by funds: $49.8B → $48.7B (-$1.06B)

2% less funds holding

Funds holding: 1,7291,697 (-32)

Holders
1,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$218M
Net Calls
Net Calls Change

Top Buyers

1 +$331M
2 +$283M
3 +$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

1 -$148M
2 -$137M
3 -$129M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Marshall Wace
Marshall Wace
United Kingdom
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
576
$1.56M
577
$1.55M
578
$1.55M
579
$1.55M
580
$1.54M
581
$1.54M
582
$1.54M
583
$1.54M
584
$1.54M
585
$1.53M
586
$1.52M
587
$1.52M
588
$1.52M
589
$1.52M
590
$1.52M
591
$1.52M
592
$1.51M
593
$1.51M
594
$1.51M
595
$1.49M
596
$1.48M
597
$1.47M
598
$1.47M
599
$1.47M
600
$1.46M