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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 %
TCMP
1051
Thrive Capital Management (Pennsylvania)
Pennsylvania
$478K -$72.6K -1,033 -13%
GAM
1052
Gotham Asset Management
New York
$477K -$824K -11,724 -63%
VIM
1053
Vinva Investment Management
Australia
$477K -$2.08M -30,153 -81%
BA
1054
Ballew Advisors
Mississippi
$475K – – –
BHWM
1055
Bar Harbor Wealth Management
New Hampshire
$474K -$9.91K -141 -2%
IWA
1056
IVC Wealth Advisors
Pennsylvania
$471K +$13.2K +188 +3%
HWA
1057
Heritage Wealth Advisors
Virginia
$471K -$5.69K -81 -1%
AAG
1058
Armstrong Advisory Group
Massachusetts
$470K -$29.3K -417 -6%
PA
1059
PSI Advisors
Florida
$467K -$38.6K -549 -8%
ST
1060
Sabal Trust
Florida
$466K +$159K +2,270 +52%
AFAS
1061
Acorn Financial Advisory Services
Virginia
$465K +$7.45K +106 +2%
CC
1062
Constitution Capital
Connecticut
$464K -$6.04K -86 -1%
TW
1063
Transform Wealth
Colorado
$464K +$351 +5 +0.1%
NCM
1064
Novare Capital Management
North Carolina
$463K +$19.2K +274 +4%
BEI
1065
Benjamin Edwards Inc
Missouri
$462K -$157K -2,236 -25%
CSI
1066
Cross Staff Investments
New York
$459K – – –
TL
1067
Tradewinds LLC
North Carolina
$459K – – –
MFWP
1068
Mosaic Family Wealth Partners
Missouri
$458K +$14.3K +204 +3%
LC
1069
LCNB Corp
Ohio
$458K -$3.3K -47 -0.7%
BAM
1070
Belpointe Asset Management
Nevada
$456K -$656K -9,340 -59%
BFG
1071
Berger Financial Group
Minnesota
$455K – – –
MSR
1072
Main Street Research
Connecticut
$454K +$454K +6,460 New
NAM
1073
NorthCrest Asset Manangement
Minnesota
$451K +$9.13K +130 +2%
SDAM
1074
Shulman DeMeo Asset Management
New York
$449K +$6.18K +88 +1%
WHG
1075
Westwood Holdings Group
Texas
$447K +$12.6K +179 +3%
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