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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 %
PTC
601
Private Trust Company
Ohio
$1.46M -$15.3K -236 -1%
DTL
602
Dynamic Technology Lab
Singapore
$1.46M +$1.46M +22,536 New
BCA
603
Bay Colony Advisors
Massachusetts
$1.45M +$204K +3,148 +16%
SLI
604
Sumitomo Life Insurance
Japan
$1.45M -$18.8K -290 -1%
FM
605
Family Management
New York
$1.44M -$14.3K -221 -1%
ZIC
606
ZWJ Investment Counsel
Georgia
$1.43M -$36.2K -560 -2%
HAG
607
HF Advisory Group
Maryland
$1.43M +$112K +1,730 +9%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$1.42M -$97.1K -1,500 -6%
ONST
609
Old North State Trust
North Carolina
$1.42M -$4.01K -62 -0.3%
CK
610
Cohen Klingenstein
New York
$1.41M – – –
AIMCA
611
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.4M – – –
WANY
612
Wealthspire Advisors (New York)
New York
$1.4M -$19.7K -304 -1%
HCA
613
Harbor Capital Advisors
Illinois
$1.4M – – –
1IA
614
1834 Investment Advisors
Wisconsin
$1.39M +$18.8K +291 +1%
SMC
615
Smith, Moore & Co
Missouri
$1.39M +$4.66K +72 +0.3%
ACM
616
Advisors Capital Management
New Jersey
$1.38M +$912K +14,103 +194%
OHWP
617
Oak Harbor Wealth Partners
North Carolina
$1.38M +$1.23K +19 +0.1%
RFG
618
RFP Financial Group
Georgia
$1.36M -$92.9K -1,435 -6%
SAA
619
Southeast Asset Advisors
Georgia
$1.36M -$12K -186 -0.9%
TI
620
Tidal Investments
Wisconsin
$1.36M +$103K +1,591 +8%
CPSAC
621
Chas P. Smith & Associates (CPS)
Florida
$1.36M -$22.3K -344 -2%
JWBC
622
J.W. Burns & Co
New York
$1.35M -$43.7K -675 -3%
GT
623
Glenview Trust
Kentucky
$1.35M +$508K +7,843 +60%
FNB
624
Farmers National Bank
Kentucky
$1.35M -$19.5K -301 -1%
HH
625
Hilltop Holdings
Texas
$1.34M +$35.4K +547 +3%
23 24
25
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