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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 %
AWAG
251
ARS Wealth Advisors Group
Florida
$7.85M 121,311 +1,722 +1%
PA
252
Pinnacle Associates
New York
$7.85M 121,285 -3,740 -3%
JPWM
253
Jamison Private Wealth Management
Georgia
$7.79M 120,421 +120,421 New
ECM
254
Element Capital Management
New York
$7.79M 120,321 -23,661 -16%
VLKIM
255
Van Lanschot Kempen Investment Management
Netherlands
$7.68M 118,597 – –
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$7.64M 118,056 +2,846 +2%
TH
257
TCTC Holdings
Texas
$7.59M 117,261 -300 -0.3%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$7.55M 116,621 +183 +0.2%
HFS
259
Hantz Financial Services
Michigan
$7.51M 116,022 +1,143 +1%
JPMPWA
260
J.P. Morgan Private Wealth Advisors
California
$7.48M 115,536 -10,580 -8%
CA
261
Cetera Advisors
Colorado
$7.39M 114,208 +1,870 +2%
Hudson Bay Capital Management
262
Hudson Bay Capital Management
Connecticut
$7.31M 112,875 +10,375 +10%
DC
263
Davenport & Co
Virginia
$7.27M 112,331 +794 +0.7%
Holocene Advisors
264
Holocene Advisors
New York
$7.21M 111,450 +8,485 +8%
FG
265
Fiduciary Group
Georgia
$7.2M 111,249 +231 +0.2%
Rafferty Asset Management
266
Rafferty Asset Management
New York
$7.19M 111,145 +11,500 +12%
ABC
267
Associated Banc-Corp
Wisconsin
$7.18M 110,981 -1,166 -1%
NA
268
NewEdge Advisors
Louisiana
$7.14M 110,246 +29,212 +36%
KCM
269
Kanawha Capital Management
Virginia
$7.06M 109,144 +505 +0.5%
RJT
270
Raymond James Trust
Florida
$7.06M 109,054 -2,215 -2%
CA
271
Cornerstone Advisors
North Carolina
$7.05M 109,000 -3,200 -3%
CB
272
Commerce Bank
Missouri
$6.99M 108,042 -769 -0.7%
IMRF
273
Illinois Municipal Retirement Fund
Illinois
$6.98M 107,819 -33,550 -24%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$6.96M 107,524 +13,490 +14%
TCA
275
Tortoise Capital Advisors
Kansas
$6.8M 105,029 +14,688 +16%
9 10
11
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