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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
1251
$311K
1252
$311K
1253
$311K
1254
$311K
1255
$310K
1256
$309K
1257
$309K
1258
$308K
1259
$307K
1260
$307K
1261
$307K
1262
$306K
1263
$305K
1264
$304K
1265
$303K
1266
$302K
1267
$300K
1268
$300K
1269
$299K
1270
$299K
1271
$297K
1272
$296K
1273
$295K
1274
$294K
1275
$292K