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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 %
RPG
1751
Resource Planning Group
Georgia
– -$228K -3,186 Closed
QC
1752
Quadrature Capital
United Kingdom
– -$226K -3,171 Closed
HTHT
1753
Hemenway Trust Hemenway Trust
New Hampshire
– -$221K -3,100 Closed
CCFP
1754
Charles Carroll Financial Partners
Massachusetts
– -$221K -3,100 Closed
Financial Engines Advisors
1755
Financial Engines Advisors
California
– -$221K -3,095 Closed
CA
1756
Calton & Associates
Florida
– -$219K -3,061 Closed
PFM
1757
Patton Fund Management
Texas
– -$217K -3,038 Closed
LA
1758
LexAurum Advisors
Kansas
– -$210K -2,947 Closed
MS
1759
Maven Securities
Jersey
– -$209K -2,932 Closed
LI
1760
LMCG Investments
Massachusetts
– -$207K -2,902 Closed
GIA
1761
Guyasuta Investment Advisors
Pennsylvania
– -$205K -2,865 Closed
PA
1762
Parkside Advisors
California
– -$204K -2,864 Closed
FWM
1763
FSA Wealth Management
Massachusetts
– -$203K -2,837 Closed
EIP
1764
Ellis Investment Partners
Pennsylvania
– -$201K -2,820 Closed
GFP
1765
Gryphon Financial Partners
Ohio
– -$187K -2,617 Closed
DCM
1766
Dupont Capital Management
Delaware
– -$161K -2,249 Closed
IFA
1767
Interactive Financial Advisors
Illinois
– -$158K -2,208 Closed
DWP
1768
Destiny Wealth Partners
Florida
– -$148K -2,071 Closed
PFC
1769
Phocas Financial Corp
California
– -$123K -1,720 Closed
FWA
1770
Freedom Wealth Alliance
Wisconsin
– -$101K -1,409 Closed
MWM
1771
MinichMacGregor Wealth Management
New York
– -$91.8K -1,286 Closed
GPI
1772
General Partner Inc
Pennsylvania
– -$80.7K -1,130 Closed
MSCM
1773
McElhenny Sheffield Capital Management
Texas
– -$74.5K -1,043 Closed
AAMA
1774
Advanced Asset Management Advisors
Ohio
– -$61.5K -861 Closed
SC
1775
Seldon Capital
California
– -$58.6K -820 Closed
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