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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 %
GRP
701
Global Retirement Partners
California
$1.16M -$720K -10,252 -38%
CFG
702
Citizens Financial Group
Rhode Island
$1.15M +$6.67K +95 +0.6%
JIP
703
Jaffetilchin Investment Partners
Florida
$1.15M +$189K +2,692 +20%
IIM
704
Ipswich Investment Management
Massachusetts
$1.15M – – –
CPIA
705
Cornell Pochily Investment Advisors
New York
$1.14M -$9.06K -129 -0.8%
DG
706
DMC Group
Alabama
$1.14M -$10.8K -154 -0.9%
CIAS
707
CFS Investment Advisory Services
New Jersey
$1.14M +$1.14M +16,276 New
MWM
708
Modera Wealth Management
New Jersey
$1.13M +$845K +12,025 +291%
MAS
709
Meeder Advisory Services
Ohio
$1.13M +$122K +1,743 +12%
WWM
710
Western Wealth Management
Colorado
$1.13M -$5.97K -85 -0.5%
AAIM
711
Asset Advisors Investment Management
Georgia
$1.13M – – –
GG
712
Gleason Group
Kentucky
$1.12M +$11.1K +158 +1%
FFN
713
Focus Financial Network
Minnesota
$1.12M +$31.4K +447 +3%
WB
714
West Bancorporation
Iowa
$1.11M – – –
AIS
715
AM Investment Strategies
Tennessee
$1.11M +$24.9K +355 +2%
MWM
716
Meridian Wealth Management
Kentucky
$1.1M -$30.3K -432 -3%
PAMG
717
Patton Albertson Miller Group
Tennessee
$1.1M -$81.8K -1,165 -7%
Koshinski Asset Management
718
Koshinski Asset Management
Illinois
$1.09M -$363K -5,165 -25%
RP
719
Rowlandmiller & Partners
Georgia
$1.09M – – –
PWM
720
Perigon Wealth Management
California
$1.09M +$109K +1,546 +11%
PA
721
PFG Advisors
Arizona
$1.08M +$422K +6,011 +64%
BO
722
Bank OZK
Arkansas
$1.08M -$56.3K -801 -5%
PAG
723
Powers Advisory Group
Illinois
$1.08M +$7.59K +108 +0.7%
MYLI
724
Meiji Yasuda Life Insurance
Japan
$1.07M -$32.7K -465 -3%
MOS
725
MGO One Seven
Ohio
$1.07M -$112K -1,591 -9%
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