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Southern Company

1,716 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, 634 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more capital invested

Capital invested by funds: $48.7B → $48.7B (+$12.8M)

0.75% less ownership

Funds ownership: 64.36%63.62% (-0.75%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,716
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$331M
Puts
$155M
Net Calls
Net Calls Change

Top Sellers

1 -$1.28B
2 -$135M
3 -$67.2M
4
BlackRock
BlackRock
New York
-$62.2M
5
Invesco
Invesco
Georgia
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
1501
$167K
1502
$166K
1503
$165K
1504
$163K
1505
$160K
1506
$158K
1507
$158K
1508
$158K
1509
$156K
1510
$156K
1511
$156K
1512
$156K
1513
$155K
1514
$152K
1515
$151K
1516
$148K
1517
$148K
1518
$145K
1519
$143K
1520
$143K
1521
$141K
1522
$141K
1523
$141K
1524
$140K
1525
$139K