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Southern Company

1,696 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 541 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

2% less capital invested

Capital invested by funds: $49.8B → $48.7B (-$1.06B)

2% less funds holding

Funds holding: 1,7291,696 (-33)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$218M
Net Calls
Net Calls Change

Top Buyers

1 +$331M
2 +$283M
3 +$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

1 -$148M
2 -$137M
3 -$129M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Marshall Wace
Marshall Wace
United Kingdom
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
1051
$453K
1052
$451K
1053
$450K
1054
$449K
1055
$446K
1056
$446K
1057
$444K
1058
$443K
1059
$443K
1060
$442K
1061
$441K
1062
$440K
1063
$439K
1064
$439K
1065
$439K
1066
$438K
1067
$438K
1068
$436K
1069
$436K
1070
$434K
1071
$434K
1072
$431K
1073
$431K
1074
$431K
1075
$431K