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 %
SL
1026
Sentry LLC
Tennessee
$498K +$351 +5 +0.1%
PL
1027
Perpetual Ltd
Australia
$498K – – –
JHCP
1028
Jackson Hole Capital Partners
Oklahoma
$496K -$109K -1,550 -18%
1IA
1029
1620 Investment Advisors
Massachusetts
$495K +$6.18K +88 +1%
PCM
1030
Penserra Capital Management
California
$495K +$452K +6,442 +1,041%
KCFA
1031
Key Client Fiduciary Advisors
New Jersey
$495K +$46.5K +662 +10%
NB
1032
Northwest Bancshares
Pennsylvania
$493K +$13.7K +195 +3%
BIA
1033
Beacon Investment Advisors
Maryland
$492K -$20.2K -287 -4%
AGP
1034
Autumn Glory Partners
Texas
$491K +$491K +6,995 New
CAM
1035
Cozad Asset Management
Illinois
$490K -$6.11K -87 -1%
WDC
1036
Woodward Diversified Capital
California
$489K -$8.5K -121 -2%
FCP
1037
Fidelis Capital Partners
Florida
$486K +$1.05K +15 +0.2%
NRI
1038
NFP Retirement Inc
California
$486K +$30.8K +439 +7%
CCFM
1039
Clear Creek Financial Management
Washington
$484K -$70 -1 -0%
MAA
1040
Mraz Amerine & Associates
California
$484K – – –
BFW
1041
Brady Family Wealth
Missouri
$484K – – –
WAAG
1042
Wealth Alliance Advisory Group
Kansas
$484K -$1.9K -27 -0.4%
BAM
1043
Beaumont Asset Management
Texas
$483K +$106K +1,505 +28%
CSB
1044
City State Bank
Iowa
$482K -$141 -2 -0%
SP
1045
Symmetry Partners
Connecticut
$482K – – –
USB
1046
Union Savings Bank
Connecticut
$482K +$482K +6,659 New
HCP
1047
Hexagon Capital Partners
Arkansas
$481K +$1.76K +25 +0.4%
SCA
1048
Stokes Capital Advisors
South Carolina
$481K – – –
MHS
1049
M Holdings Securities
Oregon
$481K -$170K -2,417 -26%
BIG
1050
Builder Investment Group
Georgia
$480K – – –
40 41
42
43 44