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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 %
HPC
826
HM Payson & Co
Maine
$801K -$18.8K -268 -2%
FFP
827
FourThought Financial Partners
Florida
$799K -$1.15M -16,350 -59%
BSB
828
Bangor Savings Bank
Maine
$795K +$669K +9,526 +530%
V
829
ViaWealth
Kansas
$795K – – –
MIM
830
Marco Investment Management
Georgia
$791K -$167K -2,376 -17%
CCA
831
Cobblestone Capital Advisors
New York
$790K +$27.7K +394 +4%
LWAM
832
Legacy Wealth Asset Management
Minnesota
$784K -$31K -441 -4%
CPA
833
Court Place Advisors
Maryland
$783K -$28.1K -400 -3%
PT
834
Plimoth Trust
Massachusetts
$783K -$30.2K -430 -4%
SWM
835
Silverlake Wealth Management
Vermont
$782K -$2.81K -40 -0.4%
LOIP
836
Live Oak Investment Partners
Texas
$782K -$778K – –
CTA
837
Chesley Taft & Associates
Illinois
$780K +$17.6K +250 +2%
IF
838
Intrua Financial
Texas
$779K +$129K +1,840 +20%
EGM
839
Engineers Gate Manager
New York
$777K +$777K +11,061 New
FTC
840
Farmers Trust Company
Ohio
$776K -$7.45K -106 -1%
AWM
841
Aberdeen Wealth Management
Illinois
$774K -$20.7K -295 -3%
ACM
842
Allred Capital Management
Texas
$771K -$11.5K -164 -1%
BJL
843
Brighton Jones LLC
Washington
$769K +$134K +1,902 +21%
CT
844
Clearstead Trust
Maine
$766K -$45.8K -652 -6%
CAM
845
Centre Asset Management
New York
$761K – – –
TFA
846
Transamerica Financial Advisors
Florida
$761K +$25.4K +361 +3%
RWM
847
Ritholtz Wealth Management
New York
$759K +$29.9K +425 +4%
FAIM
848
Financial Advocates Investment Management
Washington
$757K -$8.01K -114 -1%
BP
849
Ballentine Partners
Massachusetts
$754K +$20.7K +294 +3%
PCA
850
Prosperity Capital Advisors
Ohio
$751K +$751K +10,696 New
32 33
34
35 36