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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 %
VFP
1101
Verus Financial Partners
Virginia
$425K – – –
CWM
1102
Cranbrook Wealth Management
Michigan
$424K – – –
PA
1103
PFW Advisors
Georgia
$423K +$423K +6,084 New
CAM
1104
Congress Asset Management
Massachusetts
$423K -$17.6K -250 -4%
AWM
1105
Abound Wealth Management
Tennessee
$422K +$8.57K +122 +2%
CT
1106
Cambridge Trust
Massachusetts
$422K -$13.3K -190 -3%
SM
1107
Sciencast Management
New Jersey
$422K -$378K -5,333 -47%
SC
1108
Schulhoff & Co
Ohio
$422K – – –
CWM
1109
Cordatus Wealth Management
Pennsylvania
$421K +$421K +5,991 New
C1AG
1110
Client 1st Advisory Group
Florida
$420K +$183K +2,600 +77%
DA
1111
Doliver Advisors
Texas
$419K -$2.25K -32 -0.5%
AF
1112
Aldebaran Financial
$419K -$22.8K -325 -5%
GIA
1113
GHP Investment Advisors
Colorado
$419K +$316K +4,553 +308%
KFA
1114
Kapstone Financial Advisors
Ohio
$418K – – –
PFG
1115
Prosperity Financial Group
California
$418K -$12.2K -173 -3%
AP
1116
Appleton Partners
Massachusetts
$415K -$19.7K -281 -5%
CCFCSB
1117
Cape Cod Five Cents Savings Bank
Massachusetts
$414K -$8.57K -122 -2%
KC
1118
Kingfisher Capital
North Carolina
$413K +$1.4K +20 +0.3%
WPW
1119
Waldron Private Wealth
Pennsylvania
$412K +$27K +385 +7%
GP
1120
Girard Partners
Pennsylvania
$409K -$12.9K -183 -3%
FNBTCON
1121
First National Bank & Trust Co of Newtown
Pennsylvania
$409K +$27.5K +392 +7%
MSWM
1122
McGlone Suttner Wealth Management
Wisconsin
$407K +$14.5K +206 +4%
MBT
1123
Montecito Bank & Trust
California
$407K -$40.4K -575 -9%
RWI
1124
Red Wave Investments
Pennsylvania
$406K +$8.92K +127 +2%
FC
1125
Fusion Capital
South Carolina
$404K +$19.2K +273 +5%
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