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Southern Company

1,718 hedge funds and large institutions have $48.8B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 686 increasing their positions, 634 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $48.7B → $48.8B (+$14.3M)

0.75% less ownership

Funds ownership: 64.39%63.64% (-0.75%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331M
Puts
$155M
Net Calls
Net Calls Change

Top Sellers

1 -$1.28B
2 -$135M
3 -$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
826
$804K
827
$801K
828
$799K
829
$795K
830
$795K
831
$791K
832
$790K
833
$784K
834
$783K
835
$783K
836
$782K
837
$782K
838
$780K
839
$779K
840
$777K
841
$776K
842
$774K
843
$771K
844
$769K
845
$766K
846
$761K
847
$761K
848
$759K
849
$757K
850
$754K