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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
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 %
ACP
1426
Aveo Capital Partners
Colorado
$226K +$19.7K +281 +10%
WAM
1427
WealthTrust Asset Management
Florida
$226K +$422 +6 +0.2%
BWM
1428
Biltmore Wealth Management
Arizona
$223K +$141 +2 +0.1%
DWM
1429
Drive Wealth Management
Utah
$223K +$20.1K +286 +10%
DCM
1430
Delta Capital Management
New Jersey
$222K -$21.1K -300 -9%
BONST
1431
Bank of Nova Scotia Trust
Ontario, Canada
$222K – – –
HCM
1432
Howard Capital Management
Georgia
$221K +$221K +3,142 New
SWP
1433
Summit Wealth Partners
Florida
$221K +$1.41K +20 +0.6%
CP
1434
Coho Partners
Pennsylvania
$221K – – –
M
1435
MOTCO
Texas
$220K +$4.85K +69 +2%
IAMOG
1436
Investors Asset Management of Georgia
Georgia
$220K -$10.7K -152 -5%
NSAM
1437
North Star Asset Management
Wisconsin
$220K – – –
JWM
1438
Janiczek Wealth Management
Colorado
$219K – – –
APW
1439
Austin Private Wealth
Texas
$219K +$13.8K +197 +7%
AI
1440
Accredited Investors
Minnesota
$219K -$255K -3,635 -54%
FWP
1441
FAS Wealth Partners
Kansas
$219K -$125K -1,775 -36%
AAS
1442
Annex Advisory Services
Wisconsin
$218K +$218K +3,104 New
BOS
1443
Bank of Stockton
California
$216K -$28.8K -410 -12%
HA
1444
HC Advisors
Georgia
$216K – – –
EIP
1445
Ellis Investment Partners
Pennsylvania
$216K +$216K +3,068 New
CMA
1446
Cedar Mountain Advisors
Oregon
$215K +$2.18K +31 +1%
SEC
1447
Seven Eight Capital
New York
$215K +$215K +3,060 New
YIA
1448
YHB Investment Advisors
Connecticut
$214K – – –
LA
1449
Latitude Advisors
Florida
$214K +$214K +3,042 New
SAM
1450
Secure Asset Management
Michigan
$212K +$3.37K +48 +2%
56 57
58
59 60