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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 %
DZ Bank
501
DZ Bank
Germany
$2.09M -$264K -4,100 -11%
CPRC
502
Consolidated Portfolio Review Corp
New York
$2.09M +$971K +15,000 +87%
DWP
503
Daymark Wealth Partners
Ohio
$2.08M +$390K +6,028 +23%
USAA
504
United Services Automobile Association
Texas
$2.07M +$350K +5,401 +20%
JIC
505
Johnson Investment Counsel
Ohio
$2.07M +$111K +1,714 +6%
CBA
506
Coastal Bridge Advisors
Connecticut
$2.07M +$48.2K +745 +2%
MCM
507
Mainstay Capital Management
Michigan
$2.06M +$105K +1,630 +5%
FC
508
Forte Capital
New York
$2.06M -$22.6K -349 -1%
SGCA
509
Steel Grove Capital Advisors
Tennessee
$2.05M -$50.2K -776 -2%
WFG
510
Wills Financial Group
Virginia
$2.05M -$9.97K -154 -0.5%
PAM
511
Private Asset Management
California
$2.04M -$300K -4,635 -13%
Brown Advisory
512
Brown Advisory
Maryland
$2.04M -$25.6K -396 -1%
CF
513
Centaurus Financial
California
$2.04M -$467K -7,218 -19%
UCB
514
United Community Bank
South Carolina
$2.03M +$498K +7,697 +32%
DCM
515
Donaldson Capital Management
Indiana
$2.02M -$36.2M -559,956 -95%
RF
516
Robbins Farley
New Hampshire
$2M +$214K +3,307 +12%
MBTD
517
Mechanics Bank - Trust Department
California
$1.99M -$4.85K -75 -0.2%
Squarepoint
518
Squarepoint
New York
$1.98M -$3.64M -56,237 -65%
SBIA
519
Sheaff Brock Investment Advisors
Indiana
$1.98M +$14.6K +225 +0.7%
SC
520
SouthState Corp
Florida
$1.96M +$25.8K +398 +1%
SAI
521
Systematic Alpha Investments
New Jersey
$1.94M – – –
BOH
522
Bank of Hawaii
Hawaii
$1.94M +$78.1K +1,206 +4%
CWM
523
Calamos Wealth Management
Illinois
$1.93M +$6.34K +98 +0.3%
PWMAG
524
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M -$62.1K -959 -3%
TYCC
525
Texas Yale Capital Corp
Florida
$1.92M +$27.5K +425 +1%
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