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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.

New
Increased
Maintained
Reduced
Closed
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 %
MSFS
426
Main Street Financial Solutions
Pennsylvania
$2.95M +$98.8K +1,526 +3%
CNBT
427
Canandaigua National Bank & Trust
New York
$2.94M -$44.7K -690 -1%
PA
428
Profund Advisors
Maryland
$2.93M -$9.58K -148 -0.3%
S
429
SignatureFD
Georgia
$2.92M +$94.6K +1,462 +3%
MLICM
430
Metropolitan Life Insurance Company (MetLife)
New York
$2.92M -$155K -2,398 -5%
HCM
431
Hengehold Capital Management
Ohio
$2.92M -$2.72K -42 -0.1%
RCIM
432
Red Cedar Investment Management
Michigan
$2.91M +$27.8K +429 +1%
PMIA
433
Patrick Mauro Investment Advisor
Illinois
$2.9M +$53.9K +833 +2%
FB
434
Fulton Bank
Pennsylvania
$2.86M +$112K +1,723 +4%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$2.86M -$746K -11,521 -21%
MHI
436
Miller Howard Investments
New York
$2.84M +$471K +7,273 +20%
MIM
437
MTM Investment Management
South Carolina
$2.84M +$2.46K +38 +0.1%
WFMPM
438
Woodley Farra Manion Portfolio Management
Indiana
$2.83M -$100K -1,552 -3%
FCBT
439
First Citizens Bank & Trust
North Carolina
$2.82M -$441K -6,818 -14%
BW
440
Bison Wealth
Georgia
$2.8M -$15.1K -234 -0.5%
RWM
441
Rench Wealth Management
Texas
$2.79M +$28.5K +440 +1%
FNFDCM
442
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.79M -$80.1K -1,237 -3%
TMAM
443
Tokio Marine Asset Management
Japan
$2.74M +$50.2K +775 +2%
WC
444
Wexford Capital
Florida
$2.74M +$2.74M +42,330 New
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$2.72M -$101K -1,559 -4%
SCP
446
Shorepoint Capital Partners
Massachusetts
$2.69M +$64.1K +991 +2%
ATC
447
Argent Trust Co
Tennessee
$2.67M -$276K -4,268 -9%
RCM
448
Raleigh Capital Management
North Carolina
$2.64M +$72.6K +1,121 +3%
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$2.63M +$2.63M +40,566 New
PWW
450
Pettyjohn Wood & White
Virginia
$2.62M -$39.8K -615 -1%
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