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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 %
FPFS
1501
First Personal Financial Services
North Carolina
$166K +$129K +1,843 +354%
CFO
1502
CVA Family Office
Colorado
$165K +$11.2K +159 +7%
BLC
1503
Brown, Lisle/Cummings
Rhode Island
$163K +$351 +5 +0.2%
TSW
1504
Thompson Siegel & Walmsley
Virginia
$160K – – –
CCC
1505
Chelsea Counsel Company
California
$158K – – –
VCM
1506
Versant Capital Management
Arizona
$158K -$5.55K -79 -3%
First Manhattan
1507
First Manhattan
New York
$158K -$51.6K -734 -25%
CSS
1508
Cubist Systematic Strategies
Connecticut
$156K +$156K +2,226 New
PP
1509
PrairieView Partners
Minnesota
$156K – – –
AW
1510
Avion Wealth
Texas
$156K +$4.18K +60 +3%
HIA
1511
Harbor Investment Advisory
Maryland
$156K +$70 +1 +0%
DMBA
1512
Deseret Mutual Benefit Administrators
Utah
$155K -$6.46K -92 -4%
CWC
1513
Carolinas Wealth Consulting
North Carolina
$152K -$220 -71 -0.1%
FDCC
1514
Foster Dykema Cabot & Co
Massachusetts
$151K – – –
DIP
1515
DT Investment Partners
Pennsylvania
$148K – – –
CIR
1516
Clear Investment Research
Georgia
$148K – – –
CT
1517
Colonial Trust
South Carolina
$145K -$29.2K -416 -17%
FFA
1518
Farther Finance Advisors
California
$143K +$19K +270 +15%
DAC
1519
Dividend Assets Capital
South Carolina
$143K -$24.1K -344 -14%
TFM
1520
TFC Financial Management
Massachusetts
$141K +$18.3K +261 +15%
AIM
1521
Acropolis Investment Management
Missouri
$141K -$99.6K -1,417 -41%
TC
1522
Truvestments Capital
Florida
$141K +$843 +12 +0.6%
QPBE
1523
Quintet Private Bank (Europe)
Luxembourg
$140K -$1.34K -19 -0.9%
BWM
1524
BerganKDV Wealth Management
Minnesota
$139K -$703 -10 -0.5%
VSQM
1525
V-Square Quantitative Management
Illinois
$139K +$139K +1,979 New
59 60
61
62 63