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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 %
JTWM
851
Jackson Thornton Wealth Management
Alabama
$750K +$5.62K +80 +0.8%
GA
852
GoalVest Advisory
New York
$747K -$381K -5,429 -34%
ICA
853
Infrastructure Capital Advisors
New York
$747K +$211K +3,000 +39%
TCPWM
854
Traverso Chambers Private Wealth Management
California
$747K -$8.5K -121 -1%
YIH
855
Y-Intercept (HK)
Hong Kong
$744K +$744K +10,592 New
MIM
856
Morningstar Investment Management
Illinois
$743K +$743K +10,580 New
IIL
857
Insight Inv LLC
California
$743K +$113K +1,615 +18%
SFG
858
Sunburst Financial Group
Alabama
$742K -$17.4K -248 -2%
CL
859
Choreo LLC
Illinois
$740K -$89.4K -1,273 -11%
GLLW
860
Graves Light Lenhart Wealth
Virginia
$740K +$36K +512 +5%
JWM
861
Jeppson Wealth Management
California
$738K -$10.5K -150 -1%
VBCG
862
Valley Brook Capital Group
Pennsylvania
$733K -$1.62K -23 -0.2%
SIA
863
Schechter Investment Advisors
Michigan
$733K +$145K +2,063 +25%
SFG
864
Summit Financial Group
West Virginia
$733K – – –
NL
865
NWAM LLC
Washington
$730K -$55.8K -794 -7%
PNC
866
Park National Corp
Ohio
$728K -$48.8K -695 -6%
SS
867
Sunbelt Securities
Texas
$726K -$3.02K -43 -0.4%
FWP
868
Firethorn Wealth Partners
Georgia
$722K +$6.53K +93 +0.9%
EP
869
Eudaimonia Partners
Tennessee
$721K +$61.9K +881 +9%
CIA
870
Cape Investment Advisory
Georgia
$718K +$48.8K +695 +7%
HSA
871
HBK Sorce Advisory
Pennsylvania
$718K -$108K -1,543 -13%
EWM
872
EPG Wealth Management
Georgia
$718K +$1.55K +22 +0.2%
QI
873
Qtron Investments
Massachusetts
$716K +$1.12K +16 +0.2%
GAMC
874
Garner Asset Management Corp
Texas
$716K -$422K -5,998 -37%
WI
875
Wintrust Investments
Illinois
$715K +$45.8K +652 +7%
33 34
35
36 37