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Southern Company
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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 %
CWS
801
Confluence Wealth Services
Pennsylvania
$864K -$7.24K -103 -0.8%
AF
802
Advisornet Financial
Minnesota
$857K +$8.5K +121 +1%
SFP
803
Shepherd Financial Partners
Massachusetts
$854K +$14.6K +208 +2%
CBOR
804
Community Bank of Raymore
Missouri
$854K -$202K -2,880 -19%
MSA
805
Marino Stram & Associates
Massachusetts
$853K -$35.8K -510 -4%
AFC
806
AFT Forsyth & Company
Florida
$843K – – –
CIC
807
Carnegie Investment Counsel
Ohio
$842K +$3.02K +43 +0.4%
CCWM
808
Cassaday & Co Wealth Management
Virginia
$835K -$9.77K -139 -1%
BG
809
Bahl & Gaynor
Ohio
$831K +$23.3K +331 +3%
ETC
810
Exchange Traded Concepts
Oklahoma
$830K -$7.46M -106,247 -90%
GI
811
Gradient Investments
Minnesota
$829K -$4.92K -70 -0.6%
RCI
812
RS Crum Inc
California
$828K -$43.8K -624 -5%
PMG
813
ProVise Management Group
Florida
$827K -$19K -270 -2%
GWANC
814
Guardian Wealth Advisors (North Carolina)
North Carolina
$826K -$54.7K -779 -6%
CW
815
Connectus Wealth
Ohio
$826K +$45.6K +649 +6%
WPC
816
Wedmont Private Capital
Pennsylvania
$825K +$298K +4,177 +57%
BFIC
817
Bedell Frazier Investment Counselling
California
$825K -$56.2K -800 -6%
BCWM
818
Bartlett & Co Wealth Management
Ohio
$823K +$119K +1,694 +17%
BC
819
Bartlett & Co
Ohio
$823K +$119K +1,694 +17%
SGI
820
Summit Global Investments
Utah
$822K +$25.2K +359 +3%
RMC
821
Resources Management Corp
Connecticut
$815K -$54.8K -780 -6%
VCM
822
Virtue Capital Management
Tennessee
$813K -$4.87K -68 -0.6%
DA
823
Detalus Advisors
Missouri
$808K +$40.7K +580 +5%
NIM
824
Nicollet Investment Management
Minnesota
$805K – – –
LG
825
LaFleur & Godfrey
Michigan
$804K -$14.5K -207 -2%
31 32
33
34 35