SO icon

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 %
WA
676
Wealth Alliance
New York
$1.23M -$15.1K -215 -1%
WBC
677
Westpac Banking Corp
Australia
$1.23M -$6.59M -93,756 -84%
IIA
678
ICW Investment Advisors
Arizona
$1.21M +$13.5K +192 +1%
CB
679
Centennial Bank
Arkansas
$1.21M -$342K -4,865 -22%
CPRC
680
Consolidated Portfolio Review Corp
New York
$1.21M – – –
GAM
681
Griffin Asset Management
New York
$1.21M -$2.81K -40 -0.2%
PTC
682
Philadelphia Trust Company
Pennsylvania
$1.21M +$26.4K +375 +2%
PA
683
Procyon Advisors
Connecticut
$1.21M -$106K -1,510 -8%
DAM
684
Delta Asset Management
Tennessee
$1.2M -$44.1K -628 -4%
NSEDCP
685
NJ State Employees Deferred Compensation Plan
New Jersey
$1.19M – – –
BA
686
Bristlecone Advisors
Washington
$1.19M -$25K -356 -2%
CM
687
Crestline Management
Texas
$1.19M -$2.36M -33,580 -66%
CSIC
688
Clifford Swan Investment Counsel
California
$1.18M – – –
BFS
689
Bard Financial Services
Connecticut
$1.18M -$17.6K -250 -1%
SFG
690
StrategIQ Financial Group
Indiana
$1.18M -$562 -8 -0%
CG
691
Colony Group
Massachusetts
$1.17M -$11.5K -163 -1%
FMTC
692
Farmers & Merchants Trust Company
California
$1.17M -$7.59K -108 -0.6%
HBT
693
Hills Bank & Trust
Iowa
$1.17M -$12.3K -175 -1%
CB
694
Cadence Bank
Mississippi
$1.17M +$26.9K +383 +2%
IAIM
695
International Assets Investment Management
Florida
$1.17M +$119K +1,692 +11%
Aviva
696
Aviva
United Kingdom
$1.16M +$48.3K +687 +4%
RPCONE
697
Retirement Planning Company of New England
Rhode Island
$1.16M -$7.45K -106 -0.6%
Luther King Capital Management (LKCM)
698
Luther King Capital Management (LKCM)
Texas
$1.16M -$7.17K -102 -0.6%
RCA
699
Ranch Capital Advisors
Florida
$1.16M -$10.7K -153 -0.9%
CG
700
Caprock Group
Idaho
$1.16M +$29.2K +415 +3%
26 27
28
29 30