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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 %
Kayne Anderson Rudnick Investment Management
176
Kayne Anderson Rudnick Investment Management
California
$16.1M 228,950 -2,630 -1%
KAS
177
Kestra Advisory Services
Texas
$16.1M 228,941 +51,454 +29%
TPSF
178
Texas Permanent School Fund
Texas
$16.1M 228,647 +1,678 +0.7%
GW
179
GW & Wade
Massachusetts
$15.8M 225,328 +2,414 +1%
MWM
180
Moran Wealth Management
Florida
$15.5M 221,222 +340 +0.2%
Calamos Advisors
181
Calamos Advisors
Illinois
$15.3M 217,130 – –
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$15.2M 216,858 +25,978 +14%
CAMG
183
CWA Asset Management Group
Florida
$15M 213,030 +4,038 +2%
RCYC
184
Richard C. Young & Co
Rhode Island
$14.8M 210,533 +3,588 +2%
CGH
185
Crossmark Global Holdings
Texas
$14.6M 201,423 -12,798 -6%
GC
186
Guggenheim Capital
Illinois
$14.6M 207,202 -22,714 -10%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$14.5M 206,302 -8,612 -4%
CAN
188
Cetera Advisor Networks
California
$14.3M 203,321 +7,124 +4%
UIM
189
USS Investment Management
United Kingdom
$14.3M 203,226 – –
NPA
190
Nichols & Pratt Advisers
Massachusetts
$14.1M 200,549 -2,504 -1%
CAC
191
Core Alternative Capital
Georgia
$13.9M 197,997 -27,917 -12%
AM
192
AGF Management
Ontario, Canada
$13.8M 196,694 +22,889 +13%
Schroder Investment Management Group
193
Schroder Investment Management Group
United Kingdom
$13.8M 196,472 -4,469 -2%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 188,569 +3,554 +2%
CC
195
Cornerstone Capital
California
$13.2M 187,970 -9,175 -5%
URS
196
Utah Retirement Systems
Utah
$13.1M 187,072 -6,500 -3%
YCM
197
Yousif Capital Management
Michigan
$13M 184,755 +1,357 +0.7%
CWM
198
C2C Wealth Management
Arizona
$12.9M 182,246 -7,240 -4%
HWM
199
HB Wealth Management
Georgia
$12.7M 180,242 +10,130 +6%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$12.6M 178,905 +8,620 +5%
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