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Southern Company
SO

1,702 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 773 increasing their positions, 543 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $340M | Put options by funds: $218M

42% more repeat investments, than reductions

Existing positions increased: 773 | Existing positions reduced: 543

14% more funds holding in top 10

Funds holding in top 10: 14 → 16 (+2)

1.22% more ownership

Funds ownership: 63.17% → 64.39% (+1.2%)

8% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 104

2% less capital invested

Capital invested by funds: $49.8B → $48.7B (-$1.06B)

2% less funds holding

Funds holding: 1,734 → 1,702 (-32)

Holders
1,702
Holders Change
-32
Holders Change %
-1.85%
% of All Funds
27.12%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
112
Increased
773
Reduced
543
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$320M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$274M
3
Ameriprise
Ameriprise
Minnesota
+$227M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
5
Norges Bank
Norges Bank
Norway
+$140M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$144M
2
BlackRock
BlackRock
New York
-$132M
3
State Street
State Street
Massachusetts
-$125M
4
Renaissance Technologies
Renaissance Technologies
New York
-$118M
5
Marshall Wace
Marshall Wace
United Kingdom
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
1426
Capstone Triton Financial Group
Oklahoma
$210K +$203K +3,022 New
MWC
1427
MBM Wealth Consultants
Missouri
$210K – – –
V
1428
VeraBank
Texas
$210K – – –
WRM
1429
Weybosset Research & Management
Rhode Island
$209K – – –
SAM
1430
Satovsky Asset Management
New York
$209K +$2.15K +32 +1%
LGWM
1431
Litman Gregory Wealth Management
California
$209K +$202K +3,001 New
AMAL
1432
Asset Management Advisors LLC
Oklahoma
$209K – – –
SC
1433
Schubert & Co
Texas
$209K -$43.6K -647 -18%
JIC
1434
Joel Isaacson & Co
New York
$208K +$1.08K +16 +0.5%
PFGIA
1435
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$2.9K +43 +1%
First Manhattan
1436
First Manhattan
New York
$207K +$337 +5 +0.2%
SAM
1437
Secure Asset Management
Michigan
$207K -$1.35K -20 -0.7%
IAS
1438
Insigneo Advisory Services
Florida
$207K +$10.1K +150 +5%
BONH
1439
Bank of New Hampshire
New Hampshire
$207K +$63.2K +938 +46%
AOWM
1440
Alpha Omega Wealth Management
Virginia
$206K – – –
WC
1441
Wexford Capital
Florida
$205K +$199K +2,953 New
3IP
1442
3Chopt Investment Partners
Virginia
$205K – – –
CFS
1443
CRA Financial Services
New Jersey
$205K – – –
FWM
1444
Forefront Wealth Management
Pennsylvania
$205K +$269 +4 +0.1%
APG
1445
Abacus Planning Group
South Carolina
$205K – – –
IG
1446
ING Group
Netherlands
$204K -$19.1M -283,905 -99%
ACP
1447
Aveo Capital Partners
Colorado
$204K +$808 +12 +0.4%
OLVIG
1448
Oliver Lagore Vanvalin Investment Group
Michigan
$204K +$93.4K +1,387 +90%
VWM
1449
Venturi Wealth Management
Texas
$204K +$198K +2,935 New
WT
1450
Whittier Trust
California
$204K – – –
56 57
58
59 60

SO Hedge Fund Activity: Q1 2023 in Review

1,702 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2023, worth a combined $48.7B — down 2.1% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SO positions and 104 closed out — a net gain of 8 holders — while 773 added to existing stakes and 543 trimmed.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $320M. The largest seller was Invesco, cutting an estimated $144M.

  • 1,702 institutional investors held Southern Company (SO) as of Q1 2023, down from 1,734 in Q4 2022.
  • Funds reported $48.7B of Southern Company stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 112 funds opened new Southern Company positions in Q1 2023 and 104 closed out, a net change of +8 holders.
  • The largest Southern Company buyer in Q1 2023 was Mitsubishi UFJ Trust & Banking, an estimated $320M added.
  • The largest Southern Company seller in Q1 2023 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2023.