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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 %
PSP
951
Principal Street Partners
Tennessee
$596K +$93.6K +1,332 +19%
AWM
952
Axxcess Wealth Management
California
$596K +$139K +1,975 +30%
PVI
953
Pine Valley Investments
New Jersey
$594K +$33K +470 +6%
SF
954
Slagle Financial
Illinois
$593K +$593K +8,438 New
FCFS
955
First Command Financial Services
Texas
$588K – – –
FCB
956
First Command Bank
Texas
$588K – – –
HFBOT
957
Home Federal Bank of Tennessee
Tennessee
$583K -$49K -697 -8%
FSA
958
Franklin Street Advisors
North Carolina
$581K -$112K -1,594 -16%
VWA
959
V Wealth Advisors
Kansas
$578K +$2.53K +36 +0.4%
RIA
960
Richwood Investment Advisors
Ohio
$576K +$22K +313 +4%
PSFG
961
Prairie Sky Financial Group
Illinois
$575K +$575K +8,191 New
WWM
962
Wagner Wealth Management
South Carolina
$575K -$5.62K -80 -1%
ESB
963
Essex Savings Bank
Connecticut
$573K +$16.9K +240 +3%
GCM
964
Gables Capital Management
Florida
$571K +$7.03K +100 +1%
JSL
965
JT Stratford LLC
Georgia
$569K +$33.4K +476 +6%
BFG
966
Beacon Financial Group
Texas
$567K +$4.84K +70 +0.9%
PWPS
967
Pinnacle Wealth Planning Services
Ohio
$565K -$9.34K -133 -2%
KI
968
Kapitalo Investimentos
Brazil
$564K +$564K +8,026 New
HI
969
Horizon Investments
North Carolina
$563K +$64.6K +919 +13%
KFP
970
KMG Fiduciary Partners
Ohio
$562K – – –
UM
971
UniSuper Management
Australia
$562K +$562K +8,000 New
SWIG
972
Strategic Wealth Investment Group
Kentucky
$560K +$560K +7,970 New
BWP
973
Baldwin Wealth Partners
Massachusetts
$559K – – –
FNBOSM
974
First National Bank of South Miami
Florida
$558K -$56.8K -809 -9%
BST
975
Bath Savings Trust
Maine
$558K – – –
37 38
39
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