SO icon

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 %
GWP
1151
Gateway Wealth Partners
Wisconsin
$384K -$9.62K -137 -2%
ACP
1152
Arcus Capital Partners
Georgia
$380K +$2.95K +42 +0.8%
BCM
1153
Bienville Capital Management
New York
$379K – – –
RFA
1154
Register Financial Advisors
Georgia
$378K – – –
SFWA
1155
Summit Financial Wealth Advisors
Louisiana
$376K – – –
ZF
1156
Zhang Financial
Michigan
$376K +$632 +9 +0.2%
AW
1157
Apricus Wealth
South Carolina
$375K +$1.76K +25 +0.5%
BWA
1158
Beam Wealth Advisors
Louisiana
$375K +$36.3K +517 +11%
AWE
1159
Avidian Wealth Enterprises
Texas
$374K +$6.67K +95 +2%
HIC
1160
Hartline Investment Corp
Illinois
$374K +$13.7K +195 +4%
DFCM
1161
Dark Forest Capital Management
Puerto Rico
$373K +$330K +4,704 +770%
PCA
1162
Private Capital Advisors
Connecticut
$372K – – –
LGA
1163
Lebenthal Global Advisors
New York
$372K +$2.81K +40 +0.8%
LDB
1164
Lee, Danner & Bass
Tennessee
$371K +$2.67K +38 +0.7%
RW
1165
REDW Wealth
New Mexico
$371K +$3.02K +43 +0.8%
AWG
1166
Altus Wealth Group
Colorado
$367K +$3.65K +52 +1%
CIM
1167
CIM Investment Management
Pennsylvania
$367K +$703 +10 +0.2%
BCG
1168
Breakwater Capital Group
New Jersey
$366K +$18.1K +258 +5%
FFA
1169
Founders Financial Alliance
North Carolina
$366K +$366K +5,208 New
SIMG
1170
Sonora Investment Management Group
Arizona
$366K +$134K +1,901 +57%
RIS
1171
Retirement Income Solutions
Michigan
$365K – – –
EIA
1172
Eastover Investment Advisors
North Carolina
$364K – – –
DIP
1173
Davis Investment Partners
North Carolina
$363K -$7.25K -102 -2%
CIA
1174
Cladis Investment Advisory
Montana
$362K +$11.2K +160 +3%
AA
1175
Auxano Advisors
Washington
$362K – – –
45 46
47
48 49