SO icon

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
1401
$239K
1402
$239K
1403
$239K
1404
$238K
1405
$237K
1406
$237K
1407
$235K
1408
$235K
1409
$234K
1410
$234K
1411
$233K
1412
$233K
1413
$233K
1414
$231K
1415
$230K
1416
$230K
1417
$229K
1418
$229K
1419
$228K
1420
$228K
1421
$228K
1422
$228K
1423
$227K
1424
$227K
1425
$227K