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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
27.04%
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 %
MC
1751
Machina Capital
France
– – -4,581 Closed
ARC
1752
Advisor Resource Council
Texas
– – -4,388 Closed
RCM
1753
Radnor Capital Management
Pennsylvania
– – -4,200 Closed
OMC
1754
Old Mission Capital
Illinois
– – -4,159 Closed
AG
1755
Appleton Group
Wisconsin
– – -4,117 Closed
FMWA
1756
Forvis Mazars Wealth Advisors
Missouri
– – -4,042 Closed
FPGK
1757
Financial Partners Group (Kansas)
Kansas
– – -3,978 Closed
JE
1758
JMAC Enterprises
Pennsylvania
– – -3,816 Closed
SC
1759
Sepio Capital
Utah
– – -3,527 Closed
RWA
1760
Rooted Wealth Advisors
Illinois
– – -3,482 Closed
FFP
1761
Forbes Financial Planning
Rhode Island
– – -3,404 Closed
BFA
1762
Brown Financial Advisory
Alabama
– – -3,345 Closed
TCM
1763
Tufton Capital Management
Maryland
– – -3,160 Closed
CWM
1764
Congress Wealth Management
Massachusetts
– – -3,121 Closed
BFA
1765
Brendel Financial Advisors
New Hampshire
– – -3,100 Closed
WC
1766
Waterloo Capital
Texas
– – -3,065 Closed
LGWM
1767
Litman Gregory Wealth Management
California
– – -3,001 Closed
WRM
1768
Weybosset Research & Management
Rhode Island
– – -3,000 Closed
PFGIA
1769
Patriot Financial Group Insurance Agency
Massachusetts
– – -2,992 Closed
WC
1770
Wexford Capital
Florida
– – -2,953 Closed
IG
1771
ING Group
Netherlands
– – -2,939 Closed
VWM
1772
Venturi Wealth Management
Texas
– – -2,935 Closed
AHC
1773
Adell Harriman & Carpenter
Texas
– – -2,918 Closed
GWAG
1774
Garrett Wealth Advisory Group
Texas
– – -2,907 Closed
AFWM
1775
AMJ Financial Wealth Management
Virginia
– – -2,892 Closed
69 70
71
72 73