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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 %
D.E. Shaw & Co
651
D.E. Shaw & Co
New York
$1.24M -$872K -13,474 -41%
IAIM
652
International Assets Investment Management
Florida
$1.24M +$139K +2,095 +13%
ONB
653
Old National Bancorp
Indiana
$1.24M -$26.5K -409 -2%
ERIC
654
Eagle Rock Investment Company
Georgia
$1.23M -$5.76K -89 -0.5%
CCM
655
Cohen Capital Management
California
$1.23M – – –
CFD
656
Creative Financial Designs
Indiana
$1.23M -$71.1K -1,098 -5%
SCM
657
Spreng Capital Management
Ohio
$1.23M -$21.7K -335 -2%
GBT
658
Grove Bank & Trust
Florida
$1.22M +$42.6K +658 +4%
SIC
659
Salem Investment Counselors
North Carolina
$1.22M -$4.85K -75 -0.4%
MG
660
Mather Group
Illinois
$1.2M -$54.9K -849 -4%
FCM
661
Fourpath Capital Management
Oklahoma
$1.2M -$971 -15 -0.1%
HNWAG
662
High Net Worth Advisory Group
Florida
$1.19M -$43.9K -678 -4%
EF
663
Empowered Funds
Pennsylvania
$1.19M -$34.7K -536 -3%
SC
664
Swan Capital
Florida
$1.18M +$1.18M +18,248 New
WWM
665
Western Wealth Management
Colorado
$1.18M +$139K +2,148 +13%
GM
666
GeoWealth Management
Illinois
$1.18M +$1.17M +18,112 +24,476%
AC
667
Abbrea Capital
California
$1.18M -$18.1K -280 -2%
HVIA
668
Hudson Valley Investment Advisors
New York
$1.17M +$2.4K +37 +0.2%
MFG
669
Monte Financial Group
Connecticut
$1.17M -$6.47K -100 -0.5%
WC
670
Woodstock Corp
Massachusetts
$1.17M -$56K -865 -5%
WA
671
Wealth Alliance
New York
$1.17M +$36.8K +568 +3%
CA
672
CapWealth Advisors
Tennessee
$1.15M -$131K -2,022 -10%
IIA
673
ICW Investment Advisors
Arizona
$1.15M +$30.2K +466 +3%
BFA
674
Benedict Financial Advisors
Georgia
$1.15M -$324 -5 -0%
MIC
675
Means Investment Company
Maine
$1.14M -$31.3K -483 -3%
25 26
27
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