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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 %
ACI
1076
Alpha Cubed Investments
California
$446K -$42.2K -600 -9%
LWP
1077
Lumature Wealth Partners
Georgia
$446K -$70.3K -1,000 -14%
UCMOK
1078
United Capital Management of KS
Kansas
$445K -$64.8K -923 -13%
LB
1079
Leo Brokerage
Texas
$445K -$1.12M -15,876 -71%
SFB
1080
STAR Financial Bank
Indiana
$444K +$10.5K +150 +2%
FLPIM
1081
F.L. Putnam Investment Management
Massachusetts
$442K +$22.3K +317 +5%
AC
1082
AlphaCore Capital
California
$441K +$441K +6,285 New
TFS
1083
Thoroughbred Financial Services
Tennessee
$440K -$7.08K -101 -2%
BWS
1084
BCR Wealth Strategies
Alabama
$435K -$3.23K -46 -0.7%
MHIC
1085
Marble Harbor Investment Counsel
Massachusetts
$435K – – –
GC
1086
Gratus Capital
Georgia
$435K +$16.4K +233 +4%
RCAG
1087
Rehmann Capital Advisory Group
Michigan
$434K +$127K +1,814 +42%
FIM
1088
Freedom Investment Management
Connecticut
$433K +$168K +2,391 +63%
MWM
1089
Mission Wealth Management
California
$433K +$122K +1,737 +39%
BAM
1090
BOS Asset Management
Illinois
$433K +$21.1K +300 +5%
FOFP
1091
Fee-Only Financial Planning
South Carolina
$432K – – –
ALAM
1092
Asahi Life Asset Management
Japan
$431K -$28.1K -400 -6%
DI
1093
Diligent Investors
California
$430K +$281 +4 +0.1%
KFGK
1094
Keystone Financial Group (Kentucky)
Kentucky
$430K +$430K +6,118 New
MGIA
1095
Moneta Group Investment Advisors
Missouri
$429K +$46.2K +658 +12%
MC
1096
Mathes Company
New York
$428K +$428K +6,092 New
CWM
1097
Cornerstone Wealth Management
Missouri
$428K -$22.3K -317 -5%
BBNB
1098
Baker Boyer National Bank
Washington
$427K – – –
FAM
1099
Formidable Asset Management
Ohio
$427K – – –
IEFM
1100
IQ EQ Fund Management
Ireland
$425K – – –
42 43
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