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Southern Company
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Overview Fund Activity

1,701 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, 656 increasing their positions, 655 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,701
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.12%
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
656
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 %
WSC
626
Wellington Shields & Co
New York
$1.34M +$357K +5,521 +36%
CWP
627
Concord Wealth Partners
Virginia
$1.34M +$171K +2,644 +15%
SFG
628
SevenBridge Financial Group
Pennsylvania
$1.34M – – –
PCM
629
Parsons Capital Management
Rhode Island
$1.34M – – –
PP
630
Patten & Patten
Tennessee
$1.33M +$25.7K +397 +2%
BPGAM
631
BTG Pactual Global Asset Management
Bermuda
$1.32M +$1.32M +20,366 New
SWM
632
Sculati Wealth Management
Michigan
$1.31M -$201K -3,110 -13%
CFA
633
CWS Financial Advisors
Michigan
$1.3M -$15.3K -237 -1%
MAG
634
Mayfair Advisory Group
Alabama
$1.3M +$1.26K +19 +0.1%
CIAS
635
Capital Investment Advisory Services
North Carolina
$1.3M +$35.4K +547 +3%
CIC
636
Canal Insurance Company
South Carolina
$1.29M – – –
LNWWM
637
Laird Norton Wetherby Wealth Management
California
$1.29M -$91.5K -1,414 -7%
EI
638
Ethic Inc
New York
$1.29M -$48.1K -743 -4%
GLA
639
Good Life Advisors
Pennsylvania
$1.28M +$16K +247 +1%
MCA
640
MSH Capital Advisors
Arizona
$1.28M -$48K -742 -4%
SFO
641
Stokes Family Office
Louisiana
$1.28M -$11.8K -182 -0.9%
SWM
642
SeaCrest Wealth Management
New York
$1.27M +$28.3K +438 +2%
FCA
643
FinTrust Capital Advisors
South Carolina
$1.27M +$359K +5,548 +39%
PTC
644
Philadelphia Trust Company
Pennsylvania
$1.27M +$152K +2,355 +14%
IP
645
Ignite Planners
California
$1.26M +$25.8K +399 +2%
RWP
646
RWA Wealth Partners
Massachusetts
$1.26M +$793K +12,246 +170%
RBC
647
Romano Brothers & Co
Illinois
$1.26M -$6.41K -99 -0.5%
WS
648
Wedbush Securities
California
$1.25M +$39.4K +608 +3%
BMA
649
Brooks Moore & Associates
Tennessee
$1.25M -$12.9K -200 -1%
ICM
650
Islay Capital Management
Texas
$1.25M -$17.5K -271 -1%
24 25
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