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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 %
TIM
1301
Thompson Investment Management
Wisconsin
$293K – – –
BOPW
1302
Brandywine Oak Private Wealth
Pennsylvania
$292K – – –
NF
1303
Norwood Financial
Pennsylvania
$292K – – –
1SB
1304
1ST Source Bank
Indiana
$289K -$8.22K -117 -3%
GFG
1305
Goldstone Financial Group
Illinois
$288K +$27.5K +391 +11%
FMB
1306
Field & Main Bank
Kentucky
$287K +$37.2K +530 +15%
GWS
1307
Glassman Wealth Services
Virginia
$287K -$46.6K -663 -14%
IAM
1308
Innovis Asset Management
Illinois
$286K -$3.16K -45 -1%
EHWM
1309
Eads & Heald Wealth Management
Georgia
$286K -$491 -7 -0.2%
PIM
1310
Penobscot Investment Management
Massachusetts
$285K – – –
SSC
1311
Syverson Strege & Co
Iowa
$284K +$4.92K +70 +2%
NAS
1312
Nicolet Advisory Services
Wisconsin
$284K +$3.54K +50 +1%
WF
1313
Wayfinding Financial
Washington
$283K +$27.3K +378 +11%
LCM
1314
LCM Capital Management
Illinois
$283K -$4.29K -61 -1%
WMA
1315
Wealth Management Associates
New Jersey
$282K -$2.74K -39 -1%
FA
1316
Fagan Associates
New York
$282K – – –
AR
1317
Advisory Research
Illinois
$281K +$281K +4,007 New
ANBT
1318
American National Bank & Trust
Texas
$280K +$141K +2,000 +101%
TPWA
1319
TRUE Private Wealth Advisors
Oregon
$280K – – –
HS
1320
Horan Securities
United States
$279K +$93.8K +1,335 +51%
AC
1321
ASB Consultores
Florida
$279K -$562 -8 -0.2%
AWM
1322
Altus Wealth Management
Kentucky
$279K – – –
Jones Financial Companies
1323
Jones Financial Companies
Missouri
$278K -$61.2K -871 -18%
RVPG
1324
Relative Value Partners Group
$278K – – –
LOPW
1325
Live Oak Private Wealth
North Carolina
$277K – – –
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