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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 %
TFA
1251
Triad Financial Advisors
North Carolina
$318K +$141 +2 +0%
MCP
1252
Mirador Capital Partners
California
$318K -$2.25K -32 -0.7%
MGAM
1253
McGowan Group Asset Management
Texas
$318K +$3.02K +43 +1%
AFP
1254
Ausdal Financial Partners
Iowa
$318K +$14.6K +208 +5%
SAM
1255
Seelaus Asset Management
New Jersey
$317K – – –
SAF
1256
Smith Anglin Financial
Texas
$317K +$351 +5 +0.1%
IBOK
1257
Independence Bank of Kentucky
Kentucky
$317K +$2.39K +34 +0.8%
FWCM
1258
Ferguson Wellman Capital Management
Oregon
$316K -$11.7K -167 -4%
CICI
1259
Capital Investment Counsel Inc
North Carolina
$316K -$5.83K -83 -2%
HDIM
1260
Hanson & Doremus Investment Management
Vermont
$315K – – –
FMP
1261
Financial Management Professionals
Texas
$315K +$2.6K +37 +0.8%
CFS
1262
Cannon Financial Strategists
Georgia
$315K – – –
CA
1263
Cornerstone Advisory
Maryland
$314K +$5.62K +80 +2%
TTWM
1264
TCV Trust & Wealth Management
Virginia
$313K -$47.2K -672 -13%
RRA
1265
Round Rock Advisors
Connecticut
$312K – – –
BFIM
1266
Beese Fulmer Investment Management
Ohio
$312K -$12.3K -175 -4%
SFS
1267
Stiles Financial Services
Minnesota
$311K -$10K -143 -3%
WJA
1268
Willis Johnson & Associates
Texas
$311K -$7.87K -112 -2%
IHL
1269
Investment House LLC
California
$310K +$281 +4 +0.1%
NFSG
1270
Newbridge Financial Services Group
Florida
$310K -$21.7K -309 -7%
JLBC
1271
J.L. Bainbridge & Co
Florida
$310K +$351 +5 +0.1%
TC
1272
Telemus Capital
Michigan
$310K -$134K -1,905 -30%
WJWM
1273
Williams Jones Wealth Management
New York
$309K -$4.64K -66 -1%
SMA
1274
Sage Mountain Advisors
Georgia
$309K +$12.4K +177 +4%
XC
1275
XY Capital
Hong Kong
$309K +$309K +4,400 New
49 50
51
52 53