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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 %
CK
601
Cohen Klingenstein
New York
$1.53M – – –
AIMCA
602
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.52M – – –
HCA
603
Harbor Capital Advisors
Illinois
$1.52M – – –
JWBC
604
J.W. Burns & Co
New York
$1.51M -$21.1K -300 -1%
MTC
605
Matrix Trust Company
Colorado
$1.51M +$78K +1,110 +5%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$1.5M +$39.6K +563 +3%
SMC
607
Smith, Moore & Co
Missouri
$1.5M +$25.3K +360 +2%
CPSAC
608
Chas P. Smith & Associates (CPS)
Florida
$1.5M -$89.8K -1,279 -6%
MCM
609
MAI Capital Management
Ohio
$1.5M +$183K +2,612 +14%
OHWP
610
Oak Harbor Wealth Partners
North Carolina
$1.5M +$6.53K +93 +0.4%
1IA
611
1834 Investment Advisors
Wisconsin
$1.49M -$244K -3,477 -14%
SAA
612
Southeast Asset Advisors
Georgia
$1.49M +$983 +14 +0.1%
FNB
613
Farmers National Bank
Kentucky
$1.48M +$18.3K +261 +1%
CPC
614
Consolidated Planning Corp
Georgia
$1.48M +$255K +3,627 +21%
SFG
615
SevenBridge Financial Group
Pennsylvania
$1.45M -$25.2K -359 -2%
PCM
616
Parsons Capital Management
Rhode Island
$1.45M – – –
EI
617
Ethic Inc
New York
$1.45M +$55.4K +788 +4%
MCA
618
MSH Capital Advisors
Arizona
$1.44M +$14.8K +210 +1%
CFA
619
CWS Financial Advisors
Michigan
$1.43M -$139K -1,982 -9%
HAG
620
HF Advisory Group
Maryland
$1.43M +$158K +2,252 +12%
CW
621
CreativeOne Wealth
Kansas
$1.42M +$327K +4,660 +30%
EARNEST Partners
622
EARNEST Partners
Georgia
$1.42M -$117K -1,667 -8%
HH
623
Hilltop Holdings
Texas
$1.42M -$386K -5,488 -21%
PP
624
Patten & Patten
Tennessee
$1.42M +$34.3K +488 +2%
CFD
625
Creative Financial Designs
Indiana
$1.41M -$58.1K -827 -4%
23 24
25
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