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Southern Company

1,716 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, 634 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $48.7B → $48.7B (+$12.8M)

0.75% less ownership

Funds ownership: 64.36%63.62% (-0.75%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331M
Puts
$155M
Net Calls
Net Calls Change

Top Sellers

1 -$1.28B
2 -$135M
3 -$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1276
$309K
1277
$308K
1278
$307K
1279
$306K
1280
$306K
1281
$306K
1282
$306K
1283
$305K
1284
$303K
1285
$302K
1286
$302K
1287
$302K
1288
$301K
1289
$300K
1290
$300K
1291
$299K
1292
$298K
1293
$298K
1294
$297K
1295
$297K
1296
$297K
1297
$297K
1298
$295K
1299
$295K
1300
$293K