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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 %
OWM
451
OneAscent Wealth Management
Alabama
$2.61M +$2.61M +40,317 New
BTI
452
Blue Trust Inc
Georgia
$2.61M +$6.54K +93 +0.3%
CCP
453
Clarkston Capital Partners
Michigan
$2.61M – – –
Los Angeles Capital Management
454
Los Angeles Capital Management
California
$2.61M +$1.11M +17,100 +74%
BKA
455
Brick & Kyle Associates
Pennsylvania
$2.59M -$583 -9 -0%
DP
456
Dearborn Partners
Illinois
$2.58M -$56.4K -872 -2%
SFG
457
Sovereign Financial Group
Connecticut
$2.55M -$83.6K -1,291 -3%
LF
458
Lantz Financial
Illinois
$2.53M -$42.1K -650 -2%
CF
459
Cantor Fitzgerald
New York
$2.53M +$4.21K +65 +0.2%
BF
460
BOK Financial
Oklahoma
$2.5M +$568K +8,436 +29%
MMHP
461
Murphy Middleton Hinkle & Parker
Georgia
$2.5M +$39.5K +611 +2%
GFS
462
GYL Financial Synergies
Connecticut
$2.5M +$3.95K +61 +0.2%
RIL
463
Rothschild Investment LLC
Illinois
$2.48M -$4.79K -74 -0.2%
BNP Paribas Asset Management
464
BNP Paribas Asset Management
France
$2.48M +$429K +6,626 +21%
MCM
465
McRae Capital Management
New Jersey
$2.47M -$53.4K -825 -2%
NB
466
Norinchukin Bank
Japan
$2.46M -$1.13M -17,458 -31%
EA
467
Eudaimonia Advisors
Tennessee
$2.44M -$69.9K -1,080 -3%
UBG
468
United Bank (Georgia)
Georgia
$2.43M -$8.8K -136 -0.4%
FLI
469
Family Legacy Inc
South Carolina
$2.43M -$1.94K -30 -0.1%
WIC
470
Woodmont Investment Counsel
Tennessee
$2.43M -$51.5K -795 -2%
QCM
471
Quantinno Capital Management
New York
$2.43M +$569K +8,797 +31%
PAS
472
Park Avenue Securities
New York
$2.42M +$898K +13,873 +59%
EF
473
Empirical Finance
Pennsylvania
$2.41M +$241K +3,725 +11%
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.38M -$152K -2,355 -6%
B
475
Bailard
California
$2.36M +$194 +3 +0%
17 18
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