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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 %
CAM
1201
Campion Asset Management
Virginia
$346K -$13.7K -195 -4%
SFG
1202
SNS Financial Group
Minnesota
$346K +$1.19K +17 +0.3%
RB
1203
Renasant Bank
Mississippi
$345K -$108K -1,542 -24%
CGH
1204
CMG Global Holdings
Texas
$344K – – –
GEA
1205
Glen Eagle Advisors
New Jersey
$343K +$17.6K +251 +5%
IC
1206
Inscription Capital
Texas
$343K -$24.1K -343 -7%
PI
1207
PineBridge Investments
New York
$343K +$317K +4,513 +1,233%
LIG
1208
Lokken Investment Group
Delaware
$342K – – –
WS
1209
Wela Strategies
Georgia
$341K +$16.4K +234 +5%
PFWA
1210
Paces Ferry Wealth Advisors
Georgia
$341K -$176K -2,511 -34%
PTP
1211
Platform Technology Partners
New York
$340K -$1.91K -27 -0.6%
BL
1212
Balentine LLC
Georgia
$340K -$195K -2,780 -37%
TWA
1213
TCI Wealth Advisors
Arizona
$339K +$70 +1 +0%
DJSG
1214
D.J. St. Germain
Massachusetts
$338K +$338K +4,818 New
PIMG
1215
Patriot Investment Management Group
Tennessee
$337K +$351 +5 +0.1%
RFM
1216
Royal Fund Management
Florida
$336K +$3.79K +54 +1%
BFA
1217
Buttonwood Financial Advisors
Maryland
$335K +$101K +1,438 +43%
TWM
1218
Triton Wealth Management
Arizona
$335K – – –
STC
1219
Sarah T. Connolly
$334K -$17.6K -250 -5%
WT
1220
Washington Trust
Rhode Island
$334K +$47.4K +675 +17%
RFN
1221
Redwood Financial Network
Ohio
$333K +$1.12K +16 +0.3%
IAS
1222
Insigneo Advisory Services
Florida
$333K +$124K +1,768 +60%
DWP
1223
Destiny Wealth Partners
Florida
$332K +$332K +4,540 New
RCM
1224
RNC Capital Management
California
$331K – – –
OAM
1225
Oppenheimer Asset Management
New York
$331K -$41.4K -589 -11%
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