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Southern Company

1,696 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 541 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

7% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 104

2% less capital invested

Capital invested by funds: $49.8B → $48.7B (-$1.06B)

2% less funds holding

Funds holding: 1,7291,696 (-33)

Holders
1,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$218M
Net Calls
Net Calls Change

Top Buyers

1 +$331M
2 +$283M
3 +$235M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$202M
5
Norges Bank
Norges Bank
Norway
+$144M

Top Sellers

1 -$148M
2 -$137M
3 -$129M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Marshall Wace
Marshall Wace
United Kingdom
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
1176
$351K
1177
$351K
1178
$350K
1179
$349K
1180
$348K
1181
$348K
1182
$346K
1183
$346K
1184
$345K
1185
$344K
1186
$344K
1187
$343K
1188
$342K
1189
$341K
1190
$341K
1191
$341K
1192
$340K
1193
$339K
1194
$339K
1195
$337K
1196
$337K
1197
$336K
1198
$336K
1199
$335K
1200
$335K