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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
1501
$139K
1502
$138K
1503
$138K
1504
$137K
1505
$136K
1506
$132K
1507
$130K
1508
$127K
1509
$125K
1510
$123K
1511
$122K
1512
$120K
1513
$120K
1514
$120K
1515
$118K
1516
$116K
1517
$116K
1518
$114K
1519
$112K
1520
$112K
1521
$110K
1522
$109K
1523
$108K
1524
$108K
1525
$107K