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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 %
DRP
276
Decade Renewable Partners
Texas
$6.78M 104,800 -12,200 -10%
MFA
277
Mayflower Financial Advisors
Massachusetts
$6.66M 102,953 -159 -0.2%
UB
278
UMB Bank
Missouri
$6.63M 102,429 -6,455 -6%
AWA
279
Arkadios Wealth Advisors
Georgia
$6.61M 102,095 +37,054 +57%
AMG
280
Advisors Management Group
Wisconsin
$6.6M 101,976 -912 -0.9%
DILIC
281
Dai-ichi Life Insurance Company
Japan
$6.59M 101,748 – –
AG
282
Advocate Group
Minnesota
$6.53M 100,905 -3,168 -3%
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$6.42M 99,149 +720 +0.7%
NC
284
NewSquare Capital
Pennsylvania
$6.39M 100,174 +4,406 +5%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$6.37M 98,356 -12,109 -11%
PFO
286
Pathstone Family Office
New Jersey
$6.31M 97,452 +35,508 +57%
TRSOTSOK
287
Teachers Retirement System of the State of Kentucky
Kentucky
$6.31M 97,457 – –
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$6.24M 96,443 +8,531 +10%
ZB
289
Zions Bancorporation
Utah
$6.07M 93,752 +5,321 +6%
EIA
290
Edgemoor Investment Advisors
Maryland
$6.02M 92,965 -864 -0.9%
VWA
291
Visionary Wealth Advisors
Illinois
$6.01M 92,856 +540 +0.6%
FPB
292
First PREMIER Bank
South Dakota
$5.99M 92,496 -1,189 -1%
SVWAG
293
Sound View Wealth Advisors Group
Georgia
$5.95M 91,935 +1,205 +1%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$5.95M 91,894 -27,237 -23%
Wealthfront Advisers
295
Wealthfront Advisers
California
$5.9M 91,225 -2,418 -3%
YCM
296
Yaupon Capital Management
New York
$5.88M 90,797 +90,797 New
KP
297
Keel Point
Alabama
$5.86M 90,534 +1,342 +2%
PWP
298
Principle Wealth Partners
Connecticut
$5.85M 90,427 -44 -0%
MIA
299
MainStreet Investment Advisors
Illinois
$5.85M 90,417 -2,267 -2%
TNB
300
Thomasville National Bank
Georgia
$5.85M 90,346 +404 +0.4%
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