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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 %
SSA
976
Schonfeld Strategic Advisors
New York
$556K +$330K +4,696 +146%
CAS
977
CTC Alternative Strategies
Illinois
$555K +$555K +7,900 New
EW
978
Element Wealth
Mississippi
$548K +$40.9K +582 +8%
BIM
979
Baldwin Investment Management
Pennsylvania
$546K -$14.1K -200 -3%
MCWS
980
McKinley Carter Wealth Services
West Virginia
$546K -$79K -1,124 -13%
KIG
981
Kennedy Investment Group
New Jersey
$545K -$23.1K -329 -4%
WAL
982
W Advisors LLC
Tennessee
$543K – – –
CA
983
Clearstead Advisors
Ohio
$542K +$9.34K +133 +2%
CA
984
CoreCap Advisors
Michigan
$540K +$540K +7,683 New
CTA
985
Colonial Trust Advisors
South Carolina
$539K -$61.2K -871 -10%
MAM
986
McLean Asset Management
Virginia
$536K +$281 +4 +0.1%
MA
987
MJP Associates
Connecticut
$535K -$62.7K -892 -10%
CC
988
Chicago Capital
Illinois
$534K – – –
PCMF
989
Private Capital Management (Florida)
Florida
$533K +$5.76K +82 +1%
USCWA
990
U.S. Capital Wealth Advisors
Texas
$532K +$532K +7,574 New
FFM
991
Forum Financial Management
Illinois
$531K +$128K +1,820 +32%
SIM
992
Sentry Investment Management
Wisconsin
$529K – – –
KFA
993
Krane Funds Advisors
New York
$529K +$225K +3,203 +74%
TWM
994
Thrive Wealth Management
Pennsylvania
$529K +$69.4K +988 +15%
FCM
995
Firestone Capital Management
Florida
$528K – – –
PAM
996
Peninsula Asset Management
Florida
$526K – – –
NFG
997
Nations Financial Group
Iowa
$525K -$70.4K -1,002 -12%
SL
998
Summitry LLC
California
$523K – – –
LBC
999
Lowe Brockenbrough & Co
Virginia
$522K -$3.58K -51 -0.7%
LIM
1000
Lathrop Investment Management
Arkansas
$521K -$2.81K -40 -0.5%
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40
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