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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 %
PB
1276
Pinnacle Bancorp
Nebraska
$308K +$8.64K +123 +3%
FANJ
1277
Financial Architects (New Jersey)
New Jersey
$307K -$73.8K -1,051 -19%
SC
1278
Searle & Co
Connecticut
$306K -$2.89K -40 -0.9%
BAM
1279
Byrne Asset Management
New Jersey
$306K -$311K -4,475 Closed
CCT
1280
Capital City Trust
Florida
$306K +$306K +4,351 New
BIM
1281
Bridges Investment Management
Nebraska
$306K -$35.1K -500 -10%
KC
1282
Kenfarb & Co
Kentucky
$305K – – –
H
1283
HoyleCohen
California
$303K – – –
MFC
1284
Morris Financial Concepts
South Carolina
$302K -$24K -342 -7%
AAM
1285
Ascension Asset Management
New York
$302K +$302K +4,302 New
TSS
1286
Thomas Story & Son
Indiana
$302K – – –
LFA
1287
Legacy Financial Advisors
Kentucky
$301K -$21.8K -310 -7%
AA
1288
Advisory Alpha
Michigan
$300K +$8.99K +128 +3%
AFG
1289
Atomi Financial Group
New York
$300K +$300K +4,268 New
CBB
1290
Citizens Business Bank
California
$299K +$299K +4,255 New
SN
1291
Sittner & Nelson
Oregon
$298K -$160K -2,271 -35%
WFA
1292
WMG Financial Advisors
Tennessee
$298K +$98.6K +1,403 +50%
ACP
1293
Aviance Capital Partners
Florida
$297K -$3.09K -44 -1%
MFG
1294
MidWestOne Financial Group
Iowa
$297K +$35.1K +500 +13%
KWM
1295
Keebeck Wealth Management
Illinois
$297K -$49.2K -700 -14%
BFA
1296
Bill Few Associates
Pennsylvania
$297K +$8.85K +126 +3%
PCP
1297
Proficio Capital Partners
Massachusetts
$295K +$9.34K +133 +3%
OLVIG
1298
Oliver Lagore Vanvalin Investment Group
Michigan
$295K +$88.2K +1,256 +43%
CTB
1299
Country Trust Bank
Illinois
$293K – – –
CFO
1300
Callan Family Office
Pennsylvania
$293K +$7.45K +106 +3%
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