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Southern Company
SO

Overview Fund Activity

1,700 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal London Asset Management
226
Royal London Asset Management
United Kingdom
$9.56M 147,714 -2,885 -2%
PFP
227
Pinnacle Financial Partners
Tennessee
$9.42M 145,515 +2,200 +2%
B
228
Bridgeworth
Alabama
$9.27M 143,307 +5,164 +4%
BFA
229
Bragg Financial Advisors
North Carolina
$9.15M 141,392 +3,185 +2%
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$9.15M 140,601 +3,288 +2%
ASN
231
Advisory Services Network
Georgia
$9.09M 140,396 +15 +0%
MDCM
232
Morgan Dempsey Capital Management
Wisconsin
$9.07M 140,155 -5,385 -4%
CM
233
Crestline Management
Texas
$9.03M 139,566 +122,646 +725%
IG
234
ING Group
Netherlands
$8.99M 138,952 +138,952 New
FVWA
235
Foster Victor Wealth Advisors
South Carolina
$8.94M 137,666 +70,266 +104%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$8.92M 137,800 -18,975 -12%
Robeco Institutional Asset Management
237
Robeco Institutional Asset Management
Netherlands
$8.86M 136,961 +72,598 +113%
KeyBank National Association
238
KeyBank National Association
Ohio
$8.64M 133,564 -507 -0.4%
AI
239
Atria Investments
North Carolina
$8.42M 130,097 +14,611 +13%
BPA
240
Beacon Pointe Advisors
California
$8.41M 129,878 +58,223 +81%
X
241
Xponance
Pennsylvania
$8.4M 129,733 +1,021 +0.8%
SMDAM
242
Sumitomo Mitsui DS Asset Management
Japan
$8.39M 129,677 +4,776 +4%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$8.31M 128,475 -8 -0%
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$8.24M 127,356 +127,356 New
BIA
245
Biondo Investment Advisors
Pennsylvania
$8.21M 126,923 +6,209 +5%
IAA
246
Independent Advisor Alliance
North Carolina
$8.18M 126,422 +10,689 +9%
BB
247
Bell Bank
North Dakota
$8.18M 126,358 -821 -0.6%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$8.15M 125,934 +39,211 +45%
RA
249
RFG Advisory
Alabama
$8.12M 125,455 +34,788 +38%
NAM
250
Nissay Asset Management
Japan
$8M 123,642 +4,125 +3%
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