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Southern Company

1,699 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, 774 increasing their positions, 541 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

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: 1,7311,699 (-32)

Holders
1,699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$340M
Puts
$218M
Net Calls
Net Calls Change

Top Buyers

1 +$320M
2 +$274M
3 +$227M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
5
Norges Bank
Norges Bank
Norway
+$140M

Top Sellers

1 -$144M
2 -$132M
3 -$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
1476
$171K
1477
$170K
1478
$167K
1479
$166K
1480
$166K
1481
$166K
1482
$165K
1483
$161K
1484
$161K
1485
$161K
1486
$160K
1487
$159K
1488
$159K
1489
$157K
1490
$156K
1491
$155K
1492
$154K
1493
$154K
1494
$154K
1495
$153K
1496
$152K
1497
$150K
1498
$150K
1499
$147K
1500
$139K