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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 %
PIAS
1526
PCA Investment Advisory Services
Ohio
$139K +$139K +1,978 New
CCP
1527
Carmel Capital Partners
California
$138K – – –
ST
1528
Smithfield Trust
Pennsylvania
$138K – – –
JGIA
1529
Jackson Grant Investment Advisers
Connecticut
$135K +$1.26K +18 +0.9%
AIM
1530
Achmea Investment Management
Netherlands
$133K +$67K +952 +101%
CB
1531
Community Bank
New York
$132K -$35.4K -504 -21%
RTC
1532
Riverview Trust Company
Washington
$131K – – –
WPA
1533
West Paces Advisors
Georgia
$131K -$29.9K -425 -19%
SOAMC
1534
Spirit of America Management Corp
New York
$130K +$10.5K +150 +9%
WAM
1535
WFA Asset Management
Wisconsin
$129K +$913 +13 +0.7%
HB
1536
Horizon Bancorp
Indiana
$126K +$126K +1,800 New
SCM
1537
Silvant Capital Management
Georgia
$121K – – –
KTC
1538
Kistler-Tiffany Companies
Pennsylvania
$121K – – –
PGAM
1539
Princeton Global Asset Management
New Jersey
$117K – – –
CFFP
1540
Center for Financial Planning
Michigan
$117K – – –
MCM
1541
Manchester Capital Management
Vermont
$116K +$1.05K +15 +0.9%
CWM
1542
Compass Wealth Management
Connecticut
$114K +$61.1K +870 +116%
CAS
1543
Coppell Advisory Solutions
Texas
$113K -$158K -2,291 -58%
CCA
1544
Column Capital Advisors
Indiana
$113K – – –
SAM
1545
S.A. Mason
Michigan
$112K – – –
WT
1546
Whittier Trust
California
$111K -$95.3K -1,357 -46%
MCM
1547
MV Capital Management
Maryland
$111K +$913 +13 +0.8%
PCA
1548
Providence Capital Advisors
North Carolina
$109K – – –
WSCM
1549
Wellington Shields Capital Management
New York
$109K +$70 +1 +0.1%
MA
1550
MCF Advisors
Kentucky
$108K – – –
60 61
62
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