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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 %
WSC
726
Wellington Shields & Co
New York
$1.07M -$384K -5,466 -26%
EWM
727
Evercore Wealth Management
New York
$1.06M -$140K -1,991 -12%
HWP
728
Highline Wealth Partners
California
$1.06M – – –
LMKC
729
L.M. Kohn & Company
Ohio
$1.05M -$7.87K -112 -0.7%
GIM
730
Guardian Investment Management
California
$1.05M – – –
PCS
731
Personal CFO Solutions
New Jersey
$1.05M +$7.31K +104 +0.7%
FUBT
732
First United Bank & Trust
Maryland
$1.04M +$18.5K +263 +2%
NW
733
Naviter Wealth
Arkansas
$1.04M +$86.9K +1,237 +9%
SSWM
734
Sheets Smith Wealth Management
North Carolina
$1.04M -$12.4K -176 -1%
CM
735
Columbus Macro
Pennsylvania
$1.02M -$146K -2,087 -12%
TW
736
TrinityPoint Wealth
Connecticut
$1.02M +$1.12K +16 +0.1%
BCP
737
Berkeley Capital Partners
Georgia
$1.02M +$3.79K +54 +0.4%
NC
738
NovaPoint Capital
Georgia
$1.01M +$8.01K +114 +0.8%
AT
739
Arden Trust
Delaware
$1.01M +$617K +8,780 +156%
CCT
740
Chemung Canal Trust
New York
$1.01M -$14.1K -200 -1%
DT
741
Diversified Trust
Tennessee
$1.01M +$54.3K +773 +6%
FCA
742
FinTrust Capital Advisors
South Carolina
$1.01M – – –
SAM
743
SignalPoint Asset Management
Missouri
$999K -$15K -213 -1%
TT
744
TI-Trust
Illinois
$998K – – –
IAN
745
Integrated Advisors Network
Texas
$998K +$27.7K +394 +3%
CCG
746
Chatham Capital Group
Georgia
$997K – – –
FMAEN1
747
Fund Management at Engine No 1
California
$997K +$69.5K +990 +7%
MAM
748
Mastrapasqua Asset Management
Tennessee
$992K +$181K +2,580 +22%
WLIM
749
White Lighthouse Investment Management
Massachusetts
$990K – – –
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$990K +$137K +1,943 +16%
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