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 %
BRM
1226
Boston Research & Management
Massachusetts
$330K – – –
EWM
1227
Elmwood Wealth Management
California
$330K – – –
SFWC
1228
Strategic Family Wealth Counselors
New Jersey
$329K +$329K +4,679 New
SWA
1229
SFMG Wealth Advisors
Texas
$327K -$28K -398 -8%
JC
1230
JB Capital
Connecticut
$325K +$281 +4 +0.1%
LJAC
1231
L.J. Altfest & Co
New York
$325K -$23.9K -340 -7%
KWA
1232
Kingswood Wealth Advisors
California
$324K +$324K +4,612 New
RSWM
1233
Robertson Stephens Wealth Management
California
$323K -$11.7K -167 -4%
VCM
1234
Violich Capital Management
California
$323K – – –
HIP
1235
HUB Investment Partners
Texas
$323K +$5.97K +85 +2%
AIA
1236
Angeles Investment Advisors
California
$322K -$57.5K -818 -15%
SEP
1237
Southland Equity Partners
Missouri
$322K +$351 +5 +0.1%
VT
1238
Vise Technologies
New York
$322K -$48K -683 -13%
PWMG
1239
Pinnacle Wealth Management Group
Michigan
$321K -$6.32K -90 -2%
OBGC
1240
O'Brien Greene & Co
Pennsylvania
$321K -$64.8K -922 -17%
SIM
1241
Stratos Investment Management
Ohio
$321K -$632 -9 -0.2%
SIS
1242
Sound Income Strategies
Florida
$320K +$70 +1 +0%
GIA
1243
Gateway Investment Advisers
Ohio
$320K -$15.8K -225 -5%
HFAS
1244
Hummer Financial Advisory Services
Illinois
$320K – – –
DWA
1245
Douglass Winthrop Advisors
New York
$320K – – –
OHWA
1246
Oak Hill Wealth Advisors
Virginia
$319K -$10.7K -152 -3%
TP
1247
Tranquility Partners
Tennessee
$319K +$703 +10 +0.2%
IFWM
1248
Institute for Wealth Management
Colorado
$318K +$140 +2 +0%
BFC
1249
Bedel Financial Consulting
Indiana
$318K – – –
SHFP
1250
Second Half Financial Partners
Florida
$318K +$57.1K +813 +22%
48 49
50
51 52