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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 %
AMIM
301
Aull & Monroe Investment Management
Alabama
$5.83M 90,151 -595 -0.7%
Neuberger Berman Group
302
Neuberger Berman Group
New York
$5.83M 90,112 -8,014 -8%
CM
303
Churchill Management
California
$5.83M 90,063 -6,608 -7%
SFM
304
Soros Fund Management
New York
$5.82M 90,000 +90,000 New
William Blair & Company
305
William Blair & Company
Illinois
$5.8M 89,585 -1,360 -1%
AF
306
Alerus Financial
North Dakota
$5.79M 89,525 -4,479 -5%
IF
307
Insight Folios
North Carolina
$5.72M 88,336 -10,166 -10%
GCM
308
Greenland Capital Management
New York
$5.71M 88,227 +51,586 +141%
Fisher Asset Management
309
Fisher Asset Management
Washington
$5.71M 88,204 -26,760 -23%
QCM
310
QRG Capital Management
Illinois
$5.71M 88,204 +88,204 New
WW
311
Windle Wealth
Oklahoma
$5.69M 87,892 +2,981 +4%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$5.67M 87,650 -1,901 -2%
PAG
313
Private Advisor Group
New Jersey
$5.66M 87,413 -1,893 -2%
AWS
314
Atria Wealth Solutions
New York
$5.59M 86,331 +7,546 +10%
IA
315
IFG Advisory
Georgia
$5.58M 86,155 +6,972 +9%
MGIM
316
M&G Investment Management
United Kingdom
$5.57M 85,697 +5,047 +6%
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$5.47M 84,441 -440 -0.5%
CTC
318
Central Trust Company
Missouri
$5.43M 83,958 -1,888 -2%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$5.43M 83,929 +685 +0.8%
AAS
320
Avantax Advisory Services
Texas
$5.4M 83,381 +207 +0.2%
VPIM
321
Vanguard Personalized Indexing Management
California
$5.35M 82,739 +4,568 +6%
KRS
322
Kentucky Retirement Systems
Kentucky
$5.33M 82,398 -5,273 -6%
WA
323
Waverly Advisors
Alabama
$5.33M 82,293 +6,473 +9%
SIG
324
Sky Investment Group
Connecticut
$5.31M 82,078 +57 +0.1%
OPTFSNA
325
Old Point Trust & Financial Services N A
Virginia
$5.27M 81,391 -768 -0.9%
11 12
13
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