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Southern Company
SO

Overview Fund Activity

1,694 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
-33
Holders Change %
-1.91%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
111
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$387M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
3
Ameriprise
Ameriprise
Minnesota
$391M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B
5
Norges Bank
Norges Bank
Norway
$569M

Top Sellers

1
Invesco
Invesco
Georgia
$457M
2
BlackRock
BlackRock
New York
$5.5B
3
State Street
State Street
Massachusetts
$4.41B
4
Renaissance Technologies
Renaissance Technologies
New York
$85.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
1726
Versor Investments
New York
– -$771K -10,800 Closed
CC
1727
Corton Capital
Ontario, Canada
– -$767K -10,743 Closed
DU
1728
Delphia (USA)
Ontario, Canada
– -$707K -9,897 Closed
AGP
1729
Autumn Glory Partners
Texas
– -$676K -9,470 Closed
JF
1730
Jump Financial
Illinois
– -$658K -9,208 Closed
IAIM
1731
Industrial Alliance Investment Management
Quebec, Canada
– -$529K -7,409 Closed
FIBT
1732
First International Bank & Trust
North Dakota
– -$454K -6,351 Closed
SPA
1733
Sherbrooke Park Advisers
New York
– -$414K -5,800 Closed
CCA
1734
Childress Capital Advisors
Texas
– -$365K -5,106 Closed
FFA
1735
Founders Financial Alliance
North Carolina
– -$354K -4,951 Closed
WA
1736
Wambolt & Associates
Colorado
– -$338K -4,739 Closed
HIMC
1737
Heritage Investors Management Corp
Maryland
– -$309K -4,323 Closed
WIM
1738
WealthPlan Investment Management
Nebraska
– -$286K -4,253 Closed
SXL
1739
Summit X LLC
Missouri
– -$300K -4,200 Closed
AFA
1740
AllGen Financial Advisors
Florida
– -$292K -4,086 Closed
CST
1741
Charles Schwab Trust
Nevada
– -$291K -4,077 Closed
NC
1742
NinePointTwo Capital
California
– -$274K -3,839 Closed
HC
1743
Hamilton Capital
Ohio
– -$273K -3,829 Closed
WAS
1744
Wealth Advisory Solutions
Indiana
– -$269K -3,761 Closed
SAG
1745
SageView Advisory Group
California
– -$254K -3,558 Closed
WEG
1746
World Equity Group
Illinois
– -$254K -3,555 Closed
CGFA
1747
Colton Groome Financial Advisors
North Carolina
– -$244K -3,417 Closed
HR
1748
Howe & Rusling
New York
– -$235K -3,285 Closed
FIB
1749
First Interstate Bank
Montana
– -$232K -3,252 Closed
AC
1750
Anson Capital
Georgia
– -$231K -3,235 Closed
68 69
70
71 72