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Southern Company
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Overview Fund Activity

1,714 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.

Holders
1,714
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.03%
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 Market Value Shares Shares
Change 		Shares
Change %
DWMG
1701
DB Wealth Management Group
California
$3.51K 50 – –
ACA
1702
Atlas Capital Advisors
Wyoming
$3.3K 47 – –
DI
1703
Disciplined Investments
Oklahoma
$2.74K 39 – –
RI
1704
Ridgewood Investments
New Jersey
$2.46K 35 – –
FGAM
1705
Financial Gravity Asset Management
Texas
$2.38K 85 +85 New
HCM
1706
Hollencrest Capital Management
California
$2.11K 30 – –
PS
1707
PayPay Securities
Japan
$2.04K 29 -8 -22%
SIC
1708
SJS Investment Consulting
Ohio
$1.69K 24 +6 +33%
TCA
1709
Trifecta Capital Advisors
Illinois
$1.62K 23 – –
UFF
1710
USA Financial Formulas
Michigan
$1.62K 23 – –
FA
1711
Financial Avengers
California
$1.43K 20 – –
DWA
1712
Delos Wealth Advisors
Texas
$1.27K 18 – –
2L
1713
25 LLC
Missouri
$1.22K 17 +3 +21%
CA
1714
Centerpoint Advisors
Massachusetts
$1K 16 – –
TWD
1715
True Wealth Design
Ohio
$843 12 – –
Comerica Bank
1716
Comerica Bank
Texas
$52 20,900 +20,900 New
CJL
1717
Cyrus J. Lawrence
New York
$14 200 – –
SFM
1718
Soros Fund Management
New York
– – -120,000 Closed
CIP
1719
Chartwell Investment Partners
Pennsylvania
– – -100,896 Closed
EMPI
1720
Elo Mutual Pension Insurance
Finland
– – -86,929 Closed
SWG
1721
Summit Wealth Group
Vermont
– – -86,488 Closed
KHCM
1722
Kettle Hill Capital Management
New York
– – -70,169 Closed
HPG
1723
Harvest Portfolios Group
Ontario, Canada
– – -58,858 Closed
WAOTB
1724
Wealth Advisors of Tampa Bay
Florida
– – -51,200 Closed
OWM
1725
OneAscent Wealth Management
Alabama
– – -43,853 Closed
67 68
69
70 71