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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 %
PJSIMP
1126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K -$10.9K -150 -3%
KOC
1127
Koss-Olinger Consulting
Florida
$404K – – –
TAM
1128
Tucker Asset Management
Colorado
$402K +$300K +4,276 +294%
PI
1129
PFG Investments
New York
$402K +$7.17K +102 +2%
SL
1130
Salomon & Ludwin
Virginia
$402K – – –
PG
1131
Patten Group
Tennessee
$402K – – –
RCM
1132
RB Capital Management
Nevada
$402K +$5.06K +72 +1%
SC
1133
Scotia Capital
Ontario, Canada
$401K -$22.9K -326 -5%
CA
1134
Continuum Advisory
Idaho
$400K -$40.3K -574 -9%
KA
1135
Klingman & Associates
New York
$396K -$70 -1 -0%
DWT
1136
Dorsey & Whitney Trust
South Dakota
$396K -$130K -1,850 -25%
OAM
1137
Ostrum Asset Management
France
$396K +$351 +5 +0.1%
SAM
1138
Summit Asset Management
Tennessee
$396K -$101K -1,432 -20%
ORC
1139
O'Rourke & Company
Massachusetts
$395K +$352 +5 +0.1%
Financial Engines Advisors
1140
Financial Engines Advisors
California
$394K +$394K +5,602 New
BWG
1141
Beta Wealth Group
California
$393K +$35.1K +500 +10%
BMCM
1142
Bryn Mawr Capital Management
Pennsylvania
$393K +$129K +1,839 +49%
GJIA
1143
Glass Jacobson Investment Advisors
Maryland
$392K +$392K +5,584 New
HCM
1144
Hall Capital Management
Rhode Island
$390K +$10.2K +145 +3%
AFA
1145
American Financial Advisors
Georgia
$390K +$3.37K +48 +0.9%
BBNA
1146
Bremer Bank National Association
Minnesota
$388K -$9.27K -132 -2%
EGWAG
1147
Elwood & Goetz Wealth Advisory Group
Georgia
$388K +$421 +6 +0.1%
KFP
1148
Keystone Financial Planning
Ohio
$387K – – –
DLG
1149
Daniel L. Goodwin
$386K -$3.51K -50 -0.9%
DLHL
1150
Donald L. Hagan LLC
Florida
$385K +$15.5K +221 +4%
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