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Southern Company
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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
1
Capital International Investors
California
$392M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.6B
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$159M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$551M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$837M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.04B
2
Bank of America
2
Bank of America
North Carolina
$483M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19M
4
BlackRock
4
BlackRock
New York
$5.49B
5
Invesco
5
Invesco
Georgia
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1401
Anchor Capital Advisors
Massachusetts
$239K – – –
FWM
1402
Finer Wealth Management
Massachusetts
$239K +$239K +3,397 New
MRWM
1403
ML&R Wealth Management
Texas
$238K – – –
DDC
1404
DF Dent & Co
Maryland
$237K -$913 -13 -0.4%
FWIA
1405
Fort Washington Investment Advisors
Ohio
$237K – – –
OFG
1406
OmniStar Financial Group
North Carolina
$235K – – –
BHPW
1407
Beverly Hills Private Wealth
California
$235K +$235K +3,468 New
OWA
1408
Octavia Wealth Advisors
Ohio
$234K +$7.24K +103 +3%
GMA
1409
Glassy Mountain Advisors
Maryland
$234K +$234K +3,331 New
PWP
1410
Phillips Wealth Planners
Mississippi
$233K -$23.8K -339 -9%
LC
1411
Lindbrook Capital
California
$233K +$8.29K +118 +4%
CFCI
1412
Comprehensive Financial Consultants Institutional
Indiana
$233K – – –
AC
1413
Allstate Corporation
Illinois
$231K +$4.64K +66 +2%
CWM
1414
Chesapeake Wealth Management
Virginia
$230K -$82.5K -1,175 -26%
IA
1415
Insight Advisors
Pennsylvania
$230K -$9.69K -138 -4%
BAM
1416
Boyar Asset Management
New York
$229K – – –
WEG
1417
World Equity Group
Illinois
$229K +$229K +3,262 New
ISWM
1418
Independent Solutions Wealth Management
New York
$228K +$5.97K +85 +3%
CRI
1419
Colonial River Investments
Virginia
$228K +$2.18K +31 +1%
CWM
1420
Campbell Wealth Management
Virginia
$228K +$631 +9 +0.3%
ESCM
1421
Echo Street Capital Management
New York
$228K +$228K +3,245 New
WP
1422
WealthPLAN Partners
Nebraska
$227K -$1.34K -19 -0.6%
SAM
1423
Satovsky Asset Management
New York
$227K +$16.3K +232 +8%
RA
1424
Rational Advisors
New York
$227K +$227K +3,230 New
ZIG
1425
Zullo Investment Group
Pennsylvania
$226K +$211 +3 +0.1%
55 56
57
58 59