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Southern Company
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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
Capital International Investors
1
Capital International Investors
California
$695M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$485M
3
Ameriprise
3
Ameriprise
Minnesota
$488M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.52B
5
Cohen & Steers
5
Cohen & Steers
New York
$163M

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 Holding Trade Value Shares
Change 		Shares
Change %
FIA
376
Foundations Investment Advisors
Arizona
$4.01M +$128K +1,977 +3%
CHC
377
City Holding Co
West Virginia
$4.01M +$118K +1,821 +3%
MA
378
Montag & Associates
Georgia
$3.98M +$37.5K +579 +1%
CWG
379
Cornerstone Wealth Group
North Carolina
$3.96M +$37.5K +579 +1%
ClearBridge Investments
380
ClearBridge Investments
New York
$3.95M -$61K -942 -2%
NS
381
NBC Securities
Alabama
$3.9M +$3.9M +60,303 New
CWM
382
CIBC World Markets
New York
$3.9M -$4.37M -67,589 -53%
TPCW
383
TD Private Client Wealth
New York
$3.88M -$336K -5,198 -8%
BCCM
384
Bridge Creek Capital Management
Massachusetts
$3.87M +$12.6K +195 +0.3%
IC
385
IEQ Capital
California
$3.86M +$114K +1,758 +3%
SCM
386
Shelton Capital Management
Colorado
$3.84M +$739K +11,411 +24%
PFA
387
Pathway Financial Advisers
Indiana
$3.78M +$3.78M +58,474 New
IWC
388
Integrated Wealth Concepts
Massachusetts
$3.76M +$208K +3,208 +6%
FBT
389
First Bank & Trust
South Dakota
$3.75M +$56.6K +875 +2%
GWMIA
390
Global Wealth Management Investment Advisory
Florida
$3.67M +$21.8K +337 +0.6%
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$3.67M +$246K +3,800 +7%
KPWS
392
Kestra Private Wealth Services
Texas
$3.63M +$534K +8,246 +17%
MYAM
393
Meiji Yasuda Asset Management
Japan
$3.59M +$1.82M +28,055 +102%
SB
394
Simmons Bank
Arkansas
$3.56M -$131K -2,026 -4%
CAM
395
Cresset Asset Management
Illinois
$3.56M +$405K +6,259 +13%
BCM
396
Buckhead Capital Management
Georgia
$3.54M -$4.27M -66,027 -55%
SFA
397
Sequoia Financial Advisors
Ohio
$3.53M -$75K -1,159 -2%
GLA
398
Great Lakes Advisors
Illinois
$3.5M +$2.05M +31,692 +141%
RBA
399
Richard Bernstein Advisors
New York
$3.5M – – –
WB
400
WesBanco Bank
West Virginia
$3.49M -$1.23K -19 -0%
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