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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 %
CT
776
Coastline Trust
Rhode Island
$927K -$101K -1,431 -10%
Bessemer Group
777
Bessemer Group
New Jersey
$921K +$205K +2,914 +29%
GT
778
Glenview Trust
Kentucky
$915K +$69.5K +990 +8%
CCA
779
Checchi Capital Advisers
California
$915K +$30.3K +432 +3%
KA
780
Kovack Advisors
Florida
$912K -$28.5K -406 -3%
GC
781
Grimes & Company
Massachusetts
$911K -$1.41K -20 -0.2%
RAG
782
RIA Advisory Group
Iowa
$908K -$56.4K -803 -6%
CGL
783
Clarius Group LLC
Washington
$907K +$58.2K +828 +7%
GWM
784
GSB Wealth Management
Connecticut
$905K -$78.8K -1,121 -8%
WFS
785
Widmann Financial Services
Maryland
$904K -$5.62K -80 -0.6%
SCI
786
Stableford Capital II
Arizona
$903K +$903K +13,012 New
TCM
787
Twin Capital Management
Pennsylvania
$902K -$7.94K -113 -0.9%
FMTCOCP
788
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$899K -$8.29K -118 -0.9%
GSEP
789
Golden State Equity Partners
California
$898K +$582K +8,282 +184%
KMWM
790
Keudell/Morrison Wealth Management
Oregon
$895K -$62K -882 -6%
FWM
791
ForthRight Wealth Management
Georgia
$892K -$11K -157 -1%
SF
792
Symphony Financial
Texas
$887K +$212K +3,059 +31%
IB
793
Intrust Bank
Kansas
$884K +$75.5K +1,075 +9%
BFC
794
Blue Fin Capital
Rhode Island
$877K +$492 +7 +0.1%
VA
795
Valmark Advisers
Ohio
$876K -$52K -740 -6%
AWM
796
Accurate Wealth Management
Florida
$876K +$24.1K +338 +3%
CT
797
Chicago Trust
Illinois
$872K +$59.4K +845 +7%
LWP
798
LMG Wealth Partners
Louisiana
$872K +$67.4K +959 +8%
SA
799
SRH Advisors
Kansas
$871K – – –
CM
800
Cornerstone Management
Georgia
$867K +$141K +2,001 +19%
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32
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