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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 %
BSW
551
Buckingham Strategic Wealth
Missouri
$1.75M -$33.7K -521 -2%
TAIM
552
Te Ahumairangi Investment Management
New Zealand
$1.74M -$914K -14,130 -34%
TA
553
TFG Advisers
Michigan
$1.74M +$6.99K +108 +0.4%
CA
554
Clearstead Advisors
Ohio
$1.74M +$1.24M +19,163 +248%
1832 Asset Management
555
1832 Asset Management
Ontario, Canada
$1.74M -$65.6K -1,013 -4%
EL
556
Essex LLC
Illinois
$1.72M -$8.93K -138 -0.5%
CFB
557
Cullen/Frost Bankers
Texas
$1.71M -$98.4K -1,520 -5%
MSS
558
Mitchell Sinkler & Starr
Pennsylvania
$1.7M +$527K +8,140 +45%
GVAG
559
Great Valley Advisor Group
Delaware
$1.69M +$58.4K +903 +4%
NI
560
Nepsis Inc
Minnesota
$1.67M -$20.5K -316 -1%
CS
561
Capital Square
Tennessee
$1.66M +$13.1K +197 +0.8%
JGUA
562
John G. Ullman & Associates
New York
$1.66M -$6.47K -100 -0.4%
ACIM
563
Azimuth Capital Investment Management
Michigan
$1.66M -$3.56K -55 -0.2%
OPA
564
Old Port Advisors
Maine
$1.66M +$1.66M +25,655 New
MA
565
Mutual Advisors
Nebraska
$1.64M +$92.8K +1,434 +6%
KA
566
Keene & Associates
Texas
$1.64M +$16.7K +258 +1%
ADL
567
Asset Dedication LLC
California
$1.63M +$50K +773 +3%
SFI
568
Siemens Fonds Invest
Germany
$1.62M -$2.21M -34,141 -58%
AAIM
569
American Assets Investment Management
California
$1.62M – – –
NB
570
NBT Bank
New York
$1.62M -$19.4K -300 -1%
IWM
571
IHT Wealth Management
Illinois
$1.62M +$48.4K +748 +3%
SC
572
Stolper & Co
Oklahoma
$1.61M +$30.2K +467 +2%
PAG
573
Private Advisory Group
Washington
$1.6M -$44.8K -692 -3%
AWP
574
Ascent Wealth Partners
New York
$1.6M +$90.2K +1,393 +6%
NAM
575
NTV Asset Management
West Virginia
$1.6M -$56.4K -871 -3%
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