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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 %
WQ
1351
Wealth Quarterback
New Jersey
$264K +$264K +3,754 New
BBA
1352
BLB&B Advisors
Pennsylvania
$264K -$181K -2,580 -41%
HCM
1353
Hodges Capital Management
Texas
$263K -$261K -4,011 Closed
WP
1354
WMS Partners
Maryland
$263K -$12.9K -183 -5%
ACM
1355
Ardent Capital Management
Ohio
$263K -$1.19K -17 -0.5%
ATWA
1356
Arbor Trust Wealth Advisors
Michigan
$262K – – –
PWM
1357
Palumbo Wealth Management
New York
$262K -$608K -8,653 -70%
KWMG
1358
King Wealth Management Group
Florida
$261K – – –
HWA
1359
HCR Wealth Advisors
California
$260K +$260K +3,708 New
NFG
1360
Nadler Financial Group
Illinois
$260K – – –
PPP
1361
Private Portfolio Partners
New Jersey
$260K +$1.62K +23 +0.6%
DIA
1362
Dean Investment Associates
Ohio
$258K -$11.5K -163 -4%
AP
1363
Arlington Partners
Alabama
$258K – – –
SC
1364
Sawyer & Company
Massachusetts
$258K – – –
WCAMG
1365
Woodard & Company Asset Management Group
North Carolina
$258K -$28.1K -400 -10%
AIM
1366
Athena Investment Management
California
$257K – – –
FAG
1367
Fortitude Advisory Group
Washington
$257K +$70 +1 +0%
RMDI
1368
R.M. Davis Inc
Maine
$257K +$351 +5 +0.1%
FAM
1369
Family Asset Management
South Carolina
$257K – – –
GSB
1370
Greenfield Savings Bank
Massachusetts
$256K +$25.2K +359 +11%
FAM
1371
Flaharty Asset Management
Florida
$256K -$133K -1,900 -34%
NHT
1372
New Hampshire Trust
New Hampshire
$255K +$11.9K +169 +5%
SCA
1373
Stonebridge Capital Advisors
Minnesota
$255K +$13.3K +190 +6%
NF
1374
Nikulski Financial
Iowa
$254K – – –
WCM
1375
WealthBridge Capital Management
Ohio
$253K -$281 -4 -0.1%
53 54
55
56 57