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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
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 Market Value Shares Shares
Change 		Shares
Change %
SWA
401
Stratos Wealth Advisors
Ohio
$3.48M 53,761 -5,927 -10%
OC
402
Oakworth Capital
Alabama
$3.45M 53,318 -2,612 -5%
Nordea Investment Management
403
Nordea Investment Management
Sweden
$3.38M 51,845 -840 -2%
ATIA
404
American Trust Investment Advisors
New Hampshire
$3.37M 52,145 +52,145 New
MCC
405
Money Concepts Capital
Florida
$3.35M 51,747 -13,570 -21%
SPIA
406
Steward Partners Investment Advisory
New York
$3.34M 51,582 -4,804 -9%
N
407
Natixis
France
$3.28M 50,757 +18,244 +56%
LNC
408
Lincoln National Corp
Pennsylvania
$3.27M 50,552 -25 -0%
WSTAM
409
Wilbanks Smith & Thomas Asset Management
Virginia
$3.24M 50,049 +215 +0.4%
SWM
410
Sugarloaf Wealth Management
Georgia
$3.19M 49,259 -2,903 -6%
ATFA
411
All Terrain Financial Advisors
Minnesota
$3.18M 49,082 +774 +2%
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.16M 48,752 -3,795 -7%
GT
413
Glenmede Trust
Pennsylvania
$3.13M 48,375 -13,508 -22%
API
414
Advisor Partners II
California
$3.12M 48,157 -4,862 -9%
PCIA
415
Prime Capital Investment Advisors
Kansas
$3.11M 48,027 +10,695 +29%
GIP
416
Greatmark Investment Partners
Georgia
$3.1M 47,883 +2,851 +6%
PI
417
Putnam Investments
Massachusetts
$3.1M 47,855 +3,692 +8%
TLP
418
Trinity Legacy Partners
Texas
$3.1M 47,822 -5,910 -11%
PAM
419
Palisade Asset Management
Minnesota
$3.08M 47,574 – –
FNT
420
First National Trust
Pennsylvania
$3.07M 47,433 -1,631 -3%
AIP
421
Ameritas Investment Partners
Nebraska
$3.06M 47,235 +9,834 +26%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$3.05M 47,125 +1,955 +4%
WAM
423
Weiss Asset Management
Massachusetts
$3.03M 46,828 +46,828 New
CAG
424
Csenge Advisory Group
Florida
$2.99M 46,263 +335 +0.7%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$2.97M 45,866 -2,418 -5%
15 16
17
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