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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 %
TSS
876
Two Sigma Securities
New York
$715K +$393K +5,589 +122%
VAS
877
Vestmark Advisory Solutions
Massachusetts
$713K -$183K -2,612 -20%
AF
878
Arrow Financial
New York
$712K – – –
EM
879
Excalibur Management
Massachusetts
$711K -$65.3K -929 -8%
NSIM
880
North Star Investment Management
Illinois
$710K -$9.91K -141 -1%
CAAS
881
Capital Asset Advisory Services
Michigan
$710K -$24.4K -342 -3%
BW
882
BIP Wealth
Georgia
$709K -$46.4K -660 -6%
JAG
883
Journey Advisory Group
Kentucky
$707K +$21.1K +300 +3%
WHRC
884
W.H. Reaves & Co
New Jersey
$704K -$1.98M -28,258 -74%
PA
885
Parallel Advisors
California
$703K +$52.1K +741 +8%
BFA
886
Beaumont Financial Advisors
Massachusetts
$699K +$8.15K +116 +1%
Members Trust
887
Members Trust
Florida
$697K +$697K +9,922 New
QCG
888
Quadrant Capital Group
Ohio
$697K -$42.9K -611 -6%
FNC
889
First National Corp
Massachusetts
$694K -$39K -555 -5%
MMG
890
Monetary Management Group
Missouri
$694K – – –
FA
891
FDx Advisors
Illinois
$691K -$72.5K -1,032 -9%
AA
892
Ancora Advisors
Ohio
$690K – – –
GC
893
Gilbert & Cook
Iowa
$689K +$47.2K +672 +7%
WKWM
894
Walter & Keenan Wealth Management
Indiana
$689K -$55.4K -789 -7%
FHB
895
First Hawaiian Bank
Hawaii
$684K +$7.94K +113 +1%
GIA
896
Gladstone Institutional Advisory
Florida
$681K -$435K -6,188 -39%
SJIM
897
St. Johns Investment Management
Florida
$678K -$5.62K -80 -0.8%
SW
898
Simplicity Wealth
New Jersey
$677K – – –
LWM
899
Laidlaw Wealth Management
New York
$676K -$29.2K -415 -4%
BWP
900
Balboa Wealth Partners
Arizona
$675K +$7.17K +102 +1%
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