SO icon

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 %
RB
926
Rodgers Brothers
Pennsylvania
$628K – – –
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$627K -$24K -341 -4%
WFI
928
West Family Investments
California
$627K +$19.7K +280 +3%
SP
929
Successful Portfolios
Florida
$624K -$8.22K -117 -1%
CPIG
930
Chicago Partners Investment Group
Illinois
$622K +$83.9K +1,182 +16%
CIM
931
Chiron Investment Management
New York
$621K +$621K +8,841 New
FT
932
Fiduciary Trust
Massachusetts
$619K -$16.1K -229 -3%
CHA
933
Carmichael Hill & Associates
Maryland
$618K +$913 +13 +0.1%
TFA
934
Trinity Financial Advisors
Ohio
$617K +$148K +2,104 +31%
CCG
935
Cypress Capital Group
Florida
$617K +$290K +4,125 +88%
GWSG
936
GPS Wealth Strategies Group
Colorado
$614K -$7.66K -109 -1%
HCMG
937
Howard Capital Management Group
California
$611K -$70 -1 -0%
WF
938
Welch & Forbes
Massachusetts
$610K -$17K -242 -3%
XF
939
XML Financial
Maryland
$607K +$9.48K +135 +2%
WDG
940
Wealth Dimensions Group
Ohio
$605K -$351 -5 -0.1%
AFG
941
Allegheny Financial Group
Pennsylvania
$604K -$10.5K -149 -2%
AUB
942
Atlantic Union Bankshares
Virginia
$604K -$113K -1,610 -16%
NP
943
NorthRock Partners
Minnesota
$602K -$59.6K -849 -9%
MWM
944
Marietta Wealth Management
Georgia
$602K +$123K +1,756 +26%
MFC
945
Mechanics Financial Corp
Ohio
$601K +$83.7K +1,191 +16%
WI
946
WrapManager Inc
California
$600K -$122K -1,739 -17%
WAC
947
William Allan Corp
Colorado
$599K -$1.05K -15 -0.2%
AB
948
Atlas Brown
Kentucky
$598K +$3.51K +50 +0.6%
MMM
949
Mendel Money Management
Illinois
$598K +$11.2K +160 +2%
AT
950
Arvest Trust
Oklahoma
$597K +$597K +8,258 New
36 37
38
39 40