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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
+$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 %
CIC
626
Canal Insurance Company
South Carolina
$1.41M – – –
SFO
627
Stokes Family Office
Louisiana
$1.4M +$38.2K +544 +3%
CA
628
CapWealth Advisors
Tennessee
$1.39M -$44.4K -632 -3%
MAG
629
Mayfair Advisory Group
Alabama
$1.38M +$85.1K +1,204 +7%
CC
630
Cipher Capital
New York
$1.38M -$502K -7,141 -27%
GLA
631
Good Life Advisors
Pennsylvania
$1.37M -$8.29K -118 -0.6%
MJRIC
632
Mogy Joel R Investment Counsel
California
$1.37M -$155K -2,200 -10%
ICM
633
Islay Capital Management
Texas
$1.37M +$6.46K +92 +0.5%
CIAS
634
Capital Investment Advisory Services
North Carolina
$1.37M -$1.97K -28 -0.1%
ONB
635
Old National Bancorp
Indiana
$1.37M -$469K -6,677 -25%
RBC
636
Romano Brothers & Co
Illinois
$1.37M -$8.78K -125 -0.6%
BMA
637
Brooks Moore & Associates
Tennessee
$1.37M -$7.02K -100 -0.5%
TI
638
Tidal Investments
Wisconsin
$1.36M +$292K +4,151 +27%
MG
639
Mather Group
Illinois
$1.36M +$178K +2,527 +15%
IA
640
IFP Advisors
Florida
$1.36M -$51.9K -739 -4%
SCM
641
Spreng Capital Management
Ohio
$1.35M -$21.1K -300 -2%
SWM
642
SeaCrest Wealth Management
New York
$1.35M +$29.4K +419 +2%
IP
643
Ignite Planners
California
$1.35M -$21.4K -303 -2%
BCA
644
Bay Colony Advisors
Massachusetts
$1.35M +$134K +1,903 +11%
ERIC
645
Eagle Rock Investment Company
Georgia
$1.34M -$79.8K -1,137 -6%
HNWAG
646
High Net Worth Advisory Group
Florida
$1.34M +$45.5K +648 +4%
CCM
647
Cohen Capital Management
California
$1.33M – – –
WC
648
Woodstock Corp
Massachusetts
$1.33M +$217K +3,090 +19%
SIC
649
Salem Investment Counselors
North Carolina
$1.33M -$69.3K -987 -5%
EF
650
Empowered Funds
Pennsylvania
$1.33M +$949K +13,515 +253%
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