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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
Capital International Investors
California
+$392M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$165M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$159M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$89.1M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$62.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.28B
2
Bank of America
Bank of America
North Carolina
-$135M
3
Renaissance Technologies
Renaissance Technologies
New York
-$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
576
J.W. Cole Advisors
Florida
$1.67M -$84.3K -1,200 -5%
PFSC
577
Peoples Financial Services Corp
Pennsylvania
$1.66M -$14.1K -200 -0.8%
TA
578
TrueWealth Advisors
Alabama
$1.66M +$227K +3,225 +16%
PAS
579
Park Avenue Securities
New York
$1.66M -$11.5K -164 -0.7%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$1.64M -$16.9K -241 -1%
HIC
581
Holderness Investments Company
North Carolina
$1.64M +$4.36K +62 +0.3%
AWP
582
Ascent Wealth Partners
New York
$1.64M +$83.2K +1,184 +5%
LTAS
583
Linden Thomas Advisory Services
North Carolina
$1.64M +$45.5K +648 +3%
SWM
584
Sculati Wealth Management
Michigan
$1.64M -$184K -2,619 -10%
FTDI
585
First Trust Direct Indexing
Massachusetts
$1.63M +$32K +456 +2%
AWA
586
Arete Wealth Advisors
Illinois
$1.63M +$689K +9,815 +73%
Los Angeles Capital Management
587
Los Angeles Capital Management
California
$1.63M – – –
RPWA
588
Regent Peak Wealth Advisors
Georgia
$1.61M -$223K -3,169 -12%
PTC
589
Private Trust Company
Ohio
$1.6M -$23.4K -333 -1%
CA
590
Claro Advisors
Massachusetts
$1.6M +$94.4K +1,344 +6%
SLI
591
Sumitomo Life Insurance
Japan
$1.59M -$135K -1,924 -8%
ZIC
592
ZWJ Investment Counsel
Georgia
$1.59M +$983 +14 +0.1%
SB
593
Strategic Blueprint
Georgia
$1.59M +$16.4K +233 +1%
RFG
594
RFP Financial Group
Georgia
$1.58M +$855K +12,164 +117%
FM
595
Family Management
New York
$1.58M -$21.9K -312 -1%
GLA
596
Great Lakes Advisors
Illinois
$1.57M +$1.22M +17,297 +339%
TCOV
597
Trust Company of Vermont
Vermont
$1.57M +$20.8K +296 +1%
WANY
598
Wealthspire Advisors (New York)
New York
$1.54M -$178K -2,528 -10%
ONST
599
Old North State Trust
North Carolina
$1.54M -$4.99K -71 -0.3%
TWC
600
TD Waterhouse Canada
Ontario, Canada
$1.53M +$1.25M +15,855 +441%
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