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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 %
PAM
351
Panagora Asset Management
Massachusetts
$4.46M 68,935 +14 +0%
MMPW
352
Mitchell McLeod Pugh & Williams
Alabama
$4.45M 68,749 +5,334 +8%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$4.44M 68,654 +1,713 +3%
BCM
354
Brookstone Capital Management
Illinois
$4.43M 66,713 +2,342 +4%
CMP
355
Coston McIsaac & Partners
Maine
$4.39M 67,917 +4,117 +6%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$4.38M 67,600 +100 +0.1%
CBTWT
357
Community Bank & Trust (Waco, Texas)
Texas
$4.37M 64,260 +3,481 +6%
IIM
358
Intact Investment Management
Quebec, Canada
$4.35M 67,200 -56,600 -46%
AIS
359
AM Investment Strategies
Tennessee
$4.34M 67,095 +51,333 +326%
AAM
360
Advisors Asset Management
Colorado
$4.33M 66,960 -6,129 -8%
MC
361
Moors & Cabot
Massachusetts
$4.3M 66,499 -205 -0.3%
PFS
362
Prospera Financial Services
Texas
$4.29M 66,334 -7,939 -11%
EA
363
Ellsworth Advisors
Ohio
$4.28M 64,484 +638 +1%
CCM
364
Coldstream Capital Management
Washington
$4.27M 65,943 -717 -1%
MGP
365
Metis Global Partners
California
$4.21M 65,095 +8,274 +15%
BA
366
Baugh & Associates
Georgia
$4.21M 65,066 +2,092 +3%
LFAS
367
Level Four Advisory Services
Texas
$4.18M 64,553 -7,098 -10%
GIM
368
Goelzer Investment Management
Indiana
$4.18M 64,518 -2,120 -3%
SPC
369
Sigma Planning Corp
Michigan
$4.14M 63,896 +1,122 +2%
SA
370
Shilanski & Associates
Alaska
$4.11M 63,495 +1,811 +3%
SCM
371
Schnieders Capital Management
California
$4.1M 63,389 -1,606 -2%
SC
372
Savant Capital
Illinois
$4.09M 63,246 +3,359 +6%
SWP
373
Stratos Wealth Partners
Ohio
$4.05M 62,563 +108 +0.2%
BCM
374
Birmingham Capital Management
Alabama
$4.04M 62,400 +6,800 +12%
VWMG
375
Virginia Wealth Management Group
Virginia
$4.01M 61,974 +633 +1%
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