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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
$2.6B
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
Bank of America
North Carolina
$483M
3
Renaissance Technologies
Renaissance Technologies
New York
$19M
4
BlackRock
BlackRock
New York
$5.49B
5
Invesco
Invesco
Georgia
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
1326
FLC Capital Advisors
California
$277K – – –
OFA
1327
Oak Family Advisors
Illinois
$277K +$15.8K +225 +6%
BLAM
1328
Bourne Lent Asset Management
New York
$276K – – –
AWP
1329
Atlas Wealth Partners
Pennsylvania
$276K +$276K +3,772 New
SEEDPG
1330
S.E.E.D. Planning Group
New York
$276K +$211 +3 +0.1%
PFT
1331
Providence First Trust
Arizona
$275K -$12.2K -174 -4%
CIC
1332
Cornercap Investment Counsel
Georgia
$275K -$68.8K -980 -20%
AW
1333
Alaethes Wealth
Nevada
$274K – – –
BMO
1334
Beck Mack & Oliver
New York
$274K – – –
PAM
1335
Peak Asset Management
Colorado
$274K – – –
NC
1336
NBW Capital
Massachusetts
$274K +$27.7K +395 +11%
AFM
1337
Armstrong Fleming & Moore
District of Columbia
$273K +$273K +3,879 New
WI
1338
Wedgewood Investors
Pennsylvania
$270K +$19.3K +275 +8%
WP
1339
WealthShield Partners
North Carolina
$269K -$67.9K -966 -20%
BWA
1340
BDO Wealth Advisors
Florida
$269K +$51.5K +733 +24%
SPWG
1341
Syntegra Private Wealth Group
Missouri
$269K +$10.5K +150 +4%
GAM
1342
GEM Asset Management
Michigan
$269K – – –
FAM
1343
Frontier Asset Management
Wyoming
$268K +$2.67K +38 +1%
RZH
1344
Relyea Zuckerberg Hanson
Connecticut
$268K +$17.7K +252 +7%
SFP
1345
Sweet Financial Partners
Minnesota
$267K – – –
MIC
1346
Meridian Investment Counsel
California
$267K – – –
TCA
1347
Transcend Capital Advisors
New Jersey
$267K +$12K +171 +5%
MMA
1348
Miracle Mile Advisors
California
$265K +$1.34K +19 +0.5%
WIC
1349
Willis Investment Counsel
Georgia
$264K -$16.5K -235 -6%
SA
1350
Strategic Advisors
New York
$264K – – –
52 53
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