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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 %
KFG
1176
Kingdom Financial Group
Arizona
$361K +$361K +5,136 New
FHA
1177
Flagship Harbor Advisors
Massachusetts
$360K -$153K -2,178 -30%
AAS
1178
Ameritas Advisory Services
Nebraska
$359K -$203K -2,866 -36%
TC
1179
TownSquare Capital
Utah
$358K +$50.6K +721 +16%
CP
1180
Castleview Partners
Texas
$358K +$18.1K +258 +5%
BG
1181
Benedetti & Gucer
Georgia
$358K +$155K +2,201 +76%
PWM
1182
PBMares Wealth Management
Virginia
$358K – – –
MHR
1183
Matthew Hamilton Rosenberg
$358K -$8.22K -117 -2%
Wealth Enhancement Advisory Services
1184
Wealth Enhancement Advisory Services
Minnesota
$358K -$38.7K -551 -10%
TA
1185
TruWealth Advisors
Louisiana
$357K – – –
DSC
1186
Duncker Streett & Co
Missouri
$356K -$23.5K -335 -6%
MW
1187
Marcum Wealth
Ohio
$355K -$19.6K -279 -5%
SW
1188
SteelPeak Wealth
California
$355K +$64.3K +916 +22%
SIC
1189
Sigma Investment Counselors
Michigan
$354K -$42K -598 -11%
WA
1190
WealthTrust Axiom
Pennsylvania
$354K – – –
KCM
1191
KRS Capital Management
Michigan
$354K -$7.31K -104 -2%
AAIS
1192
ABN AMRO Investment Solutions
$352K – – –
IGWM
1193
ICA Group Wealth Management
Colorado
$352K -$3.05M -43,441 -90%
KLCM
1194
KG&L Capital Management
Louisiana
$351K -$36.4K -518 -9%
9WM
1195
9258 Wealth Management
Ohio
$350K -$34.3K -488 -9%
MF
1196
Meridian Financial
Massachusetts
$350K – – –
PWAM
1197
Pinnacle West Asset Management
Wyoming
$349K -$3.51K -50 -1%
AGC
1198
Aspen Grove Capital
Colorado
$349K +$135K +1,921 +63%
MA
1199
MKT Advisors
California
$347K -$86.8K -1,200 -20%
CCB
1200
Cutter & Co Brokerage
Missouri
$347K -$12K -171 -3%
46 47
48
49 50