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Southern Company
SO

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
27.04%
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 %
Corient Private Wealth
151
Corient Private Wealth
Florida
$21M 298,838 +4,376 +1%
FHA
152
First Horizon Advisors
Tennessee
$20.6M 293,167 +4,310 +1%
AIG
153
American International Group
New York
$20.1M 285,548 +993 +0.3%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$20.1M 285,539 – –
Creative Planning
155
Creative Planning
Kansas
$19.9M 283,280 +11,611 +4%
AB
156
Amalgamated Bank
New York
$19.7M 281,051 -6,599 -2%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$19.7M 280,639 +12,690 +5%
AWM
158
AE Wealth Management
Kansas
$19.5M 276,932 -124,661 -31%
MIM
159
MetLife Investment Management
New Jersey
$19.4M 276,753 -4,184 -1%
OPS
160
Orion Portfolio Solutions
Nebraska
$19M 271,100 +12,329 +5%
BCI
161
Brinker Capital Investments
Pennsylvania
$19M 271,100 +12,329 +5%
Renaissance Technologies
162
Renaissance Technologies
New York
$19M 270,300 -957,200 -78%
CII
163
Capital International Inc
California
$18.9M 268,351 +268,351 New
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$18.8M 268,236 -1,209 -0.4%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$18.8M 267,755 -3,326 -1%
CWM
166
Cahaba Wealth Management
Georgia
$18.6M 265,205 +18,042 +7%
DnB Asset Management
167
DnB Asset Management
Norway
$18.2M 258,585 +55,179 +27%
RFC
168
Regions Financial Corp
Alabama
$18M 256,720 -18,319 -7%
Retirement Systems of Alabama
169
Retirement Systems of Alabama
Alabama
$17.4M 247,822 -73,960 -23%
FCI
170
Financial Counselors Inc
Kansas
$16.9M 240,669 -1,543 -0.6%
Cerity Partners
171
Cerity Partners
New York
$16.9M 239,918 +24,592 +11%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.8M 239,726 -2,564 -1%
DIA
173
Davidson Investment Advisors
Montana
$16.6M 236,526 -505 -0.2%
VV
174
Verity & Verity
South Carolina
$16.4M 233,260 +9,816 +4%
FMLI
175
Fukoku Mutual Life Insurance
Japan
$16.1M 229,348 -3,550 -2%
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