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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 %
CI
1001
Conning Inc
Connecticut
$519K -$52.7K -750 -9%
MSAM
1002
Moloney Securities Asset Management
Missouri
$518K +$10.7K +153 +2%
CIA
1003
Cohen Investment Advisors
New Hampshire
$518K +$2.53K +36 +0.5%
WHC
1004
Wulff, Hansen & Co
California
$517K – – –
NAG
1005
Northstar Advisory Group
New Jersey
$517K -$3.86K -55 -0.7%
AIC
1006
Archer Investment Corporation
Indiana
$516K -$102K -1,450 -16%
XWM
1007
Xcel Wealth Management
Florida
$515K +$30.4K +433 +6%
NRA
1008
NSI Retail Advisors
Pennsylvania
$515K -$84.4K -1,200 -14%
CA
1009
CSM Advisors
Pennsylvania
$515K -$84.4K -1,200 -14%
TWM
1010
Tradition Wealth Management
Minnesota
$514K +$1.4K +20 +0.3%
VHAM
1011
Van Hulzen Asset Management
California
$513K +$19K +270 +4%
ACM
1012
Advisors Capital Management
New Jersey
$511K -$15.5K -221 -3%
BIAS
1013
Beacon Investment Advisory Services
New Jersey
$510K -$26.3K -375 -5%
DI
1014
DFPG Investments
Utah
$510K -$1.12K -16 -0.2%
FPAS
1015
Focus Partners Advisor Solutions
Missouri
$510K +$510K +7,258 New
OIA
1016
Optimum Investment Advisors
Illinois
$508K -$42.2K -600 -8%
CI
1017
CX Institutional
Indiana
$506K +$16.9K +241 +3%
EWA
1018
Exencial Wealth Advisors
Oklahoma
$506K -$9.77K -139 -2%
RWP
1019
RWA Wealth Partners
Massachusetts
$505K -$826K -11,764 -62%
HTC
1020
Haverford Trust Company
Pennsylvania
$504K +$3.58K +51 +0.7%
DJYG
1021
David J. Yvars Group
Florida
$501K +$281 +4 +0.1%
GL
1022
Graypoint LLC
New York
$501K +$41.8K +595 +9%
KIG
1023
Kowal Investment Group
Wisconsin
$499K +$28.5K +405 +6%
MIM
1024
Moseley Investment Management
Florida
$499K +$3.86K +55 +0.8%
PA
1025
Probity Advisors
Texas
$499K +$499K +7,100 New
39 40
41
42 43