SO icon

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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1776
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -2,312 Closed
IWP
1777
Icon Wealth Partners
Texas
– – -1,452 Closed
AWM
1778
Accel Wealth Management
Iowa
– – -1,381 Closed
FCA
1779
Fortis Capital Advisors
Kansas
– – -1,332 Closed
CM
1780
Capula Management
Cayman Islands
– – -1,035 Closed
FCG
1781
Financial Connections Group
California
– – -914 Closed
BA
1782
Bellwether Advisors
Nebraska
– – -776 Closed
KIG
1783
Kessler Investment Group
Indiana
– – -734 Closed
AS
1784
Altshuler Shaham
Israel
– – -641 Closed
CIA
1785
Cascade Investment Advisors
Oregon
– – -600 Closed
MCI
1786
MRP Capital Investments
Georgia
– – -400 Closed
POIA
1787
Pin Oak Investment Advisors
Texas
– – -300 Closed
GFWA
1788
Grey Fox Wealth Advisors
Delaware
– – -250 Closed
OCM
1789
Orion Capital Management
California
– – -250 Closed
MIA
1790
Milestone Investment Advisors
Wisconsin
– – -200 Closed
PCM
1791
Pointe Capital Management
Michigan
– – -190 Closed
CA
1792
Crewe Advisors
Utah
– – -125 Closed
CG
1793
Cutler Group
California
– – -112 Closed
PP
1794
PFS Partners
New Jersey
– – -43 Closed
CQS
1795
Credential Qtrade Securities
– – -39 Closed
TCWA
1796
Ten Capital Wealth Advisors
Washington
– – -22 Closed
PVH
1797
Psagot Value Holdings
Israel
– – -9 Closed
Twin Tree Management
1798
Twin Tree Management
Texas
– – – –
Parallax Volatility Advisers
1799
Parallax Volatility Advisers
California
– – – –
WA
1800
WestEnd Advisors
North Carolina
– – – –
69 70 71
72
73