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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 %
APP
901
Avantax Planning Partners
Iowa
$674K -$125K -1,779 -16%
VAM
902
Verity Asset Management
North Carolina
$672K -$684K -9,736 -50%
WW
903
Waterfront Wealth
Kansas
$667K +$53.9K +738 +9%
MS
904
Madden Securities
Texas
$665K -$190K -2,700 -22%
BMC
905
Benin Management Corp
Connecticut
$665K – – –
LW
906
Linscomb Wealth
Texas
$664K -$15.7K -223 -2%
JFG
907
Jefferies Financial Group
New York
$664K +$394K +5,603 +146%
P
908
&Partners
Tennessee
$662K +$168K +2,395 +34%
AWA
909
Acorn Wealth Advisors
Michigan
$662K +$5.83K +83 +0.9%
AWM
910
Affinity Wealth Management
Delaware
$661K +$290K +4,129 +78%
STA
911
Summit Trail Advisors
New York
$661K +$215K +3,062 +48%
TCOT
912
Trust Company of Toledo
Ohio
$658K +$137K +1,945 +26%
ECM
913
Evergreen Capital Management
Washington
$657K +$70.5K +1,003 +12%
CFG
914
Cooper Financial Group
California
$657K -$4.08K -58 -0.6%
PWSG
915
Pacific Wealth Strategies Group
California
$653K +$56.2K +800 +9%
JWS
916
Juncture Wealth Strategies
Arizona
$645K +$14.1K +200 +2%
BFS
917
Bradley Foster & Sargent
Connecticut
$642K -$8.15K -116 -1%
EIP
918
Epoch Investment Partners
New York
$641K -$65K -925 -9%
ES
919
Eagle Strategies
New York
$640K +$141 +2 +0%
FNBT
920
FineMark National Bank & Trust
Florida
$638K +$43.3K +617 +7%
WTFG
921
Wells Trecaso Financial Group
Ohio
$636K – – –
VCP
922
Vista Capital Partners
Oregon
$636K – – –
CAMV
923
Concord Asset Management (Virginia)
Virginia
$636K +$144K +2,050 +29%
FDS
924
First Dallas Securities
Texas
$632K -$45.7K -650 -7%
RGC
925
Roberts, Glore & Co
Illinois
$632K -$15.7K -224 -2%
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