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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 %
CTFG
1451
Capstone Triton Financial Group
Oklahoma
$212K – – –
SAG
1452
SageView Advisory Group
California
$212K +$212K +3,017 New
MFS
1453
Madrona Financial Services
Washington
$212K -$61.2K -871 -22%
SC
1454
Schubert & Co
Texas
$212K +$1.05K +15 +0.5%
V
1455
VeraBank
Texas
$212K – – –
JIC
1456
Joel Isaacson & Co
New York
$212K +$1.12K +16 +0.5%
AMAL
1457
Asset Management Advisors LLC
Oklahoma
$211K – – –
NWM
1458
Northcape Wealth Management
New York
$211K -$9.98K -142 -5%
EFSCE
1459
Enterprise Financial Services Corp (EFSC)
Missouri
$210K -$3.65K -52 -2%
3IP
1460
3Chopt Investment Partners
Virginia
$210K +$2.32K +33 +1%
RPC
1461
Rossmore Private Capital
Connecticut
$209K -$137K -1,957 -40%
OFG
1462
Oxford Financial Group
Indiana
$209K +$209K +2,980 New
SIG
1463
Sargent Investment Group
Maryland
$209K +$209K +2,980 New
MA
1464
MBA Advisors
Pennsylvania
$209K -$101K -1,441 -33%
MPI
1465
Mairs & Power Inc
Minnesota
$208K -$148K -2,100 -42%
FWM
1466
Forefront Wealth Management
Pennsylvania
$207K +$211 +3 +0.1%
CFS
1467
CRA Financial Services
New Jersey
$207K – – –
APG
1468
Abacus Planning Group
South Carolina
$207K – – –
BWM
1469
Baystate Wealth Management
Massachusetts
$206K -$20K -285 -9%
CCM
1470
Chickasaw Capital Management
Tennessee
$206K – – –
HIC
1471
Harvey Investment Company
Kentucky
$206K – – –
AOWM
1472
Alpha Omega Wealth Management
Virginia
$206K -$1.97K -28 -0.9%
UF
1473
Univest Financial
Pennsylvania
$206K – – –
SCM
1474
Stordahl Capital Management
Colorado
$205K +$562 +8 +0.3%
WIC
1475
Wilkins Investment Counsel
Massachusetts
$204K – – –
57 58
59
60 61