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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 %
EST
651
EA Series Trust
Pennsylvania
$1.33M +$1.33M +18,864 New
SW
652
SVB Wealth
Massachusetts
$1.32M -$214K -3,041 -14%
WS
653
Wedbush Securities
California
$1.32M +$15.8K +225 +1%
ET
654
Equitable Trust
Tennessee
$1.32M -$23.4K -333 -2%
AP
655
Americana Partners
Texas
$1.31M +$688K +9,799 +111%
FCM
656
Fourpath Capital Management
Oklahoma
$1.3M -$122K -1,733 -9%
AC
657
Abbrea Capital
California
$1.3M +$73.4K +1,045 +6%
MFG
658
Monte Financial Group
Connecticut
$1.28M -$294K -4,187 -19%
ATC
659
Adirondack Trust Company
New York
$1.28M -$42.6K -589 -3%
GBT
660
Grove Bank & Trust
Florida
$1.28M -$87.7K -1,249 -6%
MIC
661
Means Investment Company
Maine
$1.28M -$13.8K -196 -1%
MSS
662
Mitchell Sinkler & Starr
Pennsylvania
$1.27M – – –
HVIA
663
Hudson Valley Investment Advisors
New York
$1.27M -$3.51K -50 -0.3%
HWA
664
HHM Wealth Advisors
Tennessee
$1.27M – – –
CWP
665
Concord Wealth Partners
Virginia
$1.27M +$386K +5,499 +44%
NP
666
Nilsine Partners
Colorado
$1.27M -$8.99K -128 -0.7%
SBH
667
Segall Bryant & Hamill
Illinois
$1.27M -$84.2K -1,199 -6%
DAM
668
Derbend Asset Management
Georgia
$1.25M -$34.2K -487 -3%
BB
669
Busey Bank
Illinois
$1.25M -$172K -2,451 -12%
SSB
670
Sandy Spring Bank
Maryland
$1.25M +$76.4K +1,088 +7%
XT
671
XTX Topco
Cayman Islands
$1.25M +$1.25M +17,775 New
BFA
672
Benedict Financial Advisors
Georgia
$1.25M -$1.69K -24 -0.1%
MAM
673
Mystic Asset Management
Rhode Island
$1.23M -$49.2K -700 -4%
Credit Agricole
674
Credit Agricole
France
$1.23M +$1.23M +17,555 New
TBNY
675
Trustco Bank (New York)
New York
$1.23M -$21.1K -300 -2%
25 26
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