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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 %
CS
751
Comerica Securities
Michigan
$988K -$44.4K -632 -4%
LI
752
LVZ Inc
Michigan
$984K +$239K +3,400 +32%
WIS
753
Wright Investors Service
Connecticut
$982K -$819K -11,664 -45%
VFA
754
Valeo Financial Advisors
Indiana
$980K +$201K +2,858 +26%
ATPW
755
Ashton Thomas Private Wealth
Arizona
$979K +$251K +3,580 +35%
ACS
756
Archford Capital Strategies
Illinois
$976K +$224K +3,074 +30%
RDWM
757
Red Door Wealth Management
Tennessee
$971K +$6.6K +94 +0.7%
RF
758
Rollins Financial
Georgia
$969K -$204K -2,906 -17%
RFN
759
RDA Financial Network
Iowa
$968K +$9.13K +130 +1%
BC
760
Burney Company
Virginia
$967K +$14.5K +207 +2%
EWA
761
EverSource Wealth Advisors
Alabama
$966K -$26.5K -377 -3%
EFMC
762
Empire Financial Management Company
New York
$960K – – –
AO
763
Advisor OS
Illinois
$960K -$467K -6,642 -33%
SAM
764
Silvercrest Asset Management
New York
$959K +$399K +5,674 +71%
RIA
765
Realta Investment Advisors
Delaware
$956K -$1.19K -17 -0.1%
UBV
766
United Bank (Virginia)
Virginia
$955K – – –
Lazard Asset Management
767
Lazard Asset Management
New York
$955K -$5.34K -76 -0.6%
VIA
768
Vident Investment Advisory
Georgia
$954K +$212K +3,008 +29%
MCM
769
McMillion Capital Management
North Carolina
$937K -$43.9K -625 -4%
AssetMark Inc
770
AssetMark Inc
California
$934K +$224K +3,189 +32%
CCB
771
Country Club Bank
Missouri
$930K -$2.28K -33 -0.2%
CAM
772
Columbia Asset Management
Michigan
$930K +$2.6K +37 +0.3%
SOS
773
Silver Oak Securities
Tennessee
$930K +$231K +3,289 +33%
CI
774
Cigna Investments
Connecticut
$929K -$3.51K -50 -0.4%
PPC
775
Park Place Capital
Alabama
$928K -$190K -2,701 -17%
29 30
31
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