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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 %
SYBT
576
Stock Yards Bank & Trust
Kentucky
$1.59M -$78.9K -1,219 -5%
SS
577
Simplicity Solutions
Minnesota
$1.58M -$1.08M -16,709 -41%
BFG
578
Bleakley Financial Group
New Jersey
$1.58M -$464K -7,166 -23%
CA
579
Claro Advisors
Massachusetts
$1.58M +$104K +1,610 +7%
BAMF
580
BI Asset Management Fondsmaeglerselskab
Denmark
$1.57M -$62.8K -970 -4%
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$1.57M -$7.44K -115 -0.5%
WPC
582
Waters Parkerson & Co
Louisiana
$1.57M -$45.3K -700 -3%
TA
583
TrueWealth Advisors
Alabama
$1.56M +$33.5K +518 +2%
Assenagon Asset Management
584
Assenagon Asset Management
Luxembourg
$1.56M -$4.38M -67,692 -74%
Luther King Capital Management (LKCM)
585
Luther King Capital Management (LKCM)
Texas
$1.55M +$480K +7,424 +45%
SB
586
Strategic Blueprint
Georgia
$1.54M +$78.4K +1,212 +5%
GWM
587
Geneos Wealth Management
Colorado
$1.54M +$3.37K +52 +0.2%
ET
588
Equitable Trust
Tennessee
$1.54M +$326K +5,030 +27%
Capstone Investment Advisors
589
Capstone Investment Advisors
New York
$1.53M +$1.3M +20,159 +584%
FTDI
590
First Trust Direct Indexing
Massachusetts
$1.53M +$23.2K +358 +2%
PFSC
591
Peoples Financial Services Corp
Pennsylvania
$1.53M -$6.47K -100 -0.4%
JWCA
592
J.W. Cole Advisors
Florida
$1.51M -$21.1K -326 -1%
HIC
593
Holderness Investments Company
North Carolina
$1.51M +$194 +3 +0%
BBHC
594
Brown Brothers Harriman & Co
New York
$1.51M -$110K -1,700 -7%
AF
595
Allworth Financial
California
$1.5M -$92.6K -1,431 -6%
RPWA
596
Regent Peak Wealth Advisors
Georgia
$1.48M -$2.91K -45 -0.2%
TCOV
597
Trust Company of Vermont
Vermont
$1.47M +$25.4K +392 +2%
IA
598
IFP Advisors
Florida
$1.47M +$224K +3,465 +18%
LTAS
599
Linden Thomas Advisory Services
North Carolina
$1.47M -$44.3K -685 -3%
CPC
600
Consolidated Planning Corp
Georgia
$1.46M +$98.8K +1,526 +7%
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