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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 %
SFS
526
Sowell Financial Services
Arkansas
$1.92M -$257K -3,974 -12%
VVP
527
Venture Visionary Partners
Ohio
$1.92M +$22.1K +341 +1%
VRM
528
Vectors Research Management
New York
$1.88M +$2.17K +38 +0.1%
VCA
529
Verdence Capital Advisors
Maryland
$1.87M +$289K +4,464 +18%
PSC
530
Portman Square Capital
United Kingdom
$1.86M +$160K +2,475 +9%
JCM
531
Jacobi Capital Management
Pennsylvania
$1.86M +$28K +433 +2%
SAM
532
Shell Asset Management
Netherlands
$1.86M -$269K -4,160 -13%
HW
533
Hancock Whitney
Mississippi
$1.86M -$144K -2,223 -7%
MNBTD
534
Moody National Bank Trust Division
Texas
$1.85M +$25.1K +388 +1%
KWM
535
Kingsview Wealth Management
Oregon
$1.85M +$971 +15 +0.1%
CFGS
536
Concourse Financial Group Securities
Alabama
$1.85M +$132K +2,038 +8%
KCPG
537
Kavar Capital Partners Group
Kansas
$1.84M -$63.5K -981 -3%
GT
538
Greenleaf Trust
Michigan
$1.84M -$39.6K -612 -2%
IW
539
Imprint Wealth
South Carolina
$1.83M +$37.5K +579 +2%
HCM
540
Huber Capital Management
California
$1.83M +$1.83M +28,300 New
FA
541
Financial Advantage
Maryland
$1.83M -$1.29M -19,896 -41%
FCCM
542
First City Capital Management
Georgia
$1.82M -$9.71K -150 -0.5%
DLCIG
543
D.L. Carlson Investment Group
New Hampshire
$1.82M -$739K -11,424 -29%
D
544
Diversified
Delaware
$1.8M +$12.9K +200 +0.7%
SCA
545
Snowden Capital Advisors
New York
$1.79M -$174K -2,683 -9%
MCM
546
MAI Capital Management
Ohio
$1.78M +$405K +6,250 +29%
LIA
547
LBMC Investment Advisors
Tennessee
$1.77M +$1.6K +25 +0.1%
ACM
548
Adalta Capital Management
New York
$1.76M – – –
RIA
549
Regal Investment Advisors
Michigan
$1.76M -$49.8K -769 -3%
HI
550
Harbour Investments
Wisconsin
$1.75M +$31.9K +493 +2%
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