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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.

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 %
EH
476
Equitable Holdings
New York
$2.36M +$249K +3,848 +12%
BFO
477
Biltmore Family Office
North Carolina
$2.34M -$15.8K -244 -0.7%
EFS
478
Essex Financial Services
Connecticut
$2.33M +$160K +2,471 +7%
AWM
479
Apollon Wealth Management
South Carolina
$2.32M -$264K -4,082 -10%
AIA
480
Armor Investment Advisors
North Carolina
$2.31M +$88.8K +1,372 +4%
PGFC
481
Peapack-Gladstone Financial Corp
New Jersey
$2.29M -$32.1K -496 -1%
BBVA
482
Banco Bilbao Vizcaya Argentaria
Spain
$2.29M -$424K -6,542 -16%
MFG
483
Merit Financial Group
Georgia
$2.27M -$265K -4,100 -10%
DE
484
Day & Ennis
Georgia
$2.25M -$62K -958 -3%
KIA
485
KCM Investment Advisors
California
$2.24M -$135K -2,082 -6%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M +$1.68K +26 +0.1%
YIH
487
Y-Intercept (HK)
Hong Kong
$2.23M +$1.54M +23,823 +225%
CIBC World Market
488
CIBC World Market
Ontario, Canada
$2.23M -$958K -14,808 -30%
LS
489
Leelyn Smith
Illinois
$2.22M +$9.97K +154 +0.5%
CC
490
Courier Capital
New York
$2.21M -$2.85K -44 -0.1%
FCB
491
First County Bank
Connecticut
$2.2M -$297K -4,584 -12%
AMBIA
492
Allen Mooney & Barnes Investment Advisors
Georgia
$2.19M +$345K +5,337 +19%
OIA
493
OneDigital Investment Advisors
Kansas
$2.18M +$89.9K +1,389 +4%
NHC
494
Nicholas Hoffman & Company
Georgia
$2.17M +$68.2K +1,054 +3%
ACM
495
Argyle Capital Management
Pennsylvania
$2.17M -$10.4K -161 -0.5%
DAS
496
Dynamic Advisor Solutions
Arizona
$2.15M +$349K +5,387 +19%
HKIM
497
Hayek Kallen Investment Management
Alabama
$2.14M -$32K -494 -1%
Credit Agricole
498
Credit Agricole
France
$2.13M +$992K +15,330 +87%
HFM
499
Hartford Financial Management
Connecticut
$2.1M – – –
PP
500
Prudential plc
United Kingdom
$2.09M -$306K -4,727 -13%
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