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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 %
CWM
326
Chronos Wealth Management
Florida
$5.22M 80,729 +3,211 +4%
TRCT
327
Tower Research Capital (TRC)
New York
$5.19M 80,186 +44,050 +122%
BRWA
328
B. Riley Wealth Advisors
Florida
$5.09M 78,636 +6,315 +9%
SAM
329
Securian Asset Management
Minnesota
$5.06M 78,258 -10,698 -12%
HNB
330
Huntington National Bank
Ohio
$5.06M 78,249 -636 -0.8%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$5.04M 77,852 -7,739 -9%
AFG
332
Albion Financial Group
Utah
$5.03M 77,796 +4,775 +7%
SBWIC
333
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.03M 77,795 -400 -0.5%
TNBTD
334
Trustmark National Bank Trust Department
Mississippi
$5.03M 77,794 -1,603 -2%
CAM
335
Carret Asset Management
New York
$4.95M 76,517 -425 -0.6%
CA
336
Cullinan Associates
Kentucky
$4.93M 76,227 +50,897 +201%
AIM
337
Anchor Investment Management
South Carolina
$4.93M 76,220 -59 -0.1%
HWAM
338
Hennion & Walsh Asset Management
New Jersey
$4.92M 76,040 -80 -0.1%
HIMCH
339
Hartford Investment Management Co (HIMCO)
Connecticut
$4.89M 75,618 -1,820 -2%
IFAM
340
Institutional & Family Asset Management
Colorado
$4.76M 73,556 +38 +0.1%
NGA
341
Naples Global Advisors
Florida
$4.72M 72,983 -77 -0.1%
SDIC
342
South Dakota Investment Council
South Dakota
$4.72M 72,906 – –
DADC
343
D.A. Davidson & Co
Montana
$4.68M 72,383 -342 -0.5%
Lido Advisors
344
Lido Advisors
California
$4.67M 72,185 -12,411 -15%
BWFA
345
Baltimore-Washington Financial Advisors
Maryland
$4.64M 71,630 +71,630 New
LMIM
346
Lockheed Martin Investment Management
Maryland
$4.63M 70,500 – –
OC
347
Oppenheimer & Co
New York
$4.63M 71,574 -12,881 -15%
TCM
348
Telos Capital Management
California
$4.63M 71,544 +1,682 +2%
KBC Group
349
KBC Group
Belgium
$4.58M 70,784 +3,357 +5%
CA
350
Carson Advisory
Georgia
$4.58M 70,767 -206 -0.3%
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