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Southern Company

1,718 hedge funds and large institutions have $48.8B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 686 increasing their positions, 634 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $48.7B → $48.8B (+$14.3M)

0.75% less ownership

Funds ownership: 64.39%63.64% (-0.75%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331M
Puts
$155M
Net Calls
Net Calls Change

Top Sellers

1 -$1.28B
2 -$135M
3 -$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1026
$499K
1027
$499K
1028
$498K
1029
$498K
1030
$496K
1031
$495K
1032
$495K
1033
$495K
1034
$493K
1035
$492K
1036
$491K
1037
$490K
1038
$489K
1039
$486K
1040
$486K
1041
$484K
1042
$484K
1043
$484K
1044
$484K
1045
$483K
1046
$482K
1047
$482K
1048
$482K
1049
$481K
1050
$481K