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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
27.03%
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 %
RIM
1726
Redwood Investment Management
Arizona
– – -27,800 Closed
OTPPB
1727
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -27,122 Closed
E
1728
Ergoteles
New York
– – -20,243 Closed
Tudor Investment Corp
1729
Tudor Investment Corp
Connecticut
– – -20,063 Closed
EP
1730
Edgestream Partners
New Jersey
– – -16,957 Closed
WI
1731
WBI Investments
New Jersey
– – -15,616 Closed
WG
1732
Winton Group
United Kingdom
– – -14,512 Closed
BCV
1733
Banque Cantonale Vaudoise
Switzerland
– – -13,519 Closed
MCA
1734
Magnolia Capital Advisors
Mississippi
– – -12,721 Closed
Marshall Wace
1735
Marshall Wace
United Kingdom
– – -12,048 Closed
CFAM
1736
Center For Asset Management
Florida
– – -11,252 Closed
BAM
1737
Blueshift Asset Management
New Jersey
– – -9,390 Closed
EWM
1738
Evergreen Wealth Management
Michigan
– – -8,616 Closed
BC
1739
Brookfield Corp
Ontario, Canada
– – -8,433 Closed
DFG
1740
Delta Financial Group
New Jersey
– – -7,005 Closed
BPC
1741
Banque Pictet & Cie
Switzerland
– – -6,408 Closed
AG
1742
AIA Group
Hong Kong
– – -6,012 Closed
GIM
1743
Greylin Investment Management
Virginia
– – -5,725 Closed
CI
1744
Carroll Investors
South Carolina
– – -5,692 Closed
SFP
1745
Sandbox Financial Partners
Maryland
– – -5,333 Closed
ACM
1746
AlphaStar Capital Management
North Carolina
– – -5,241 Closed
SMF
1747
Sterling Manor Financial
New York
– – -5,152 Closed
AMR
1748
Asset Management Resources
Massachusetts
– – -5,069 Closed
ANTB
1749
AMG National Trust Bank
Colorado
– – -4,950 Closed
WA
1750
Wealthstar Advisors
Texas
– – -4,914 Closed
68 69
70
71 72