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Southern Company
SO

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 %
NP
676
Nilsine Partners
Colorado
$1.14M -$26.7K -412 -2%
SBH
677
Segall Bryant & Hamill
Illinois
$1.14M -$26K -401 -2%
MAM
678
Mystic Asset Management
Rhode Island
$1.14M +$2.59K +40 +0.2%
DAM
679
Delta Asset Management
Tennessee
$1.13M +$21.7K +335 +2%
ATC
680
Adirondack Trust Company
New York
$1.13M -$14.6K -225 -1%
TBNY
681
Trustco Bank (New York)
New York
$1.13M -$6.8K -105 -0.6%
AWM
682
Accurate Wealth Management
Florida
$1.13M +$304K +4,525 +37%
BA
683
Bristlecone Advisors
Washington
$1.12M +$28.9K +447 +3%
WBC
684
Westpac Banking Corp
Australia
$1.12M -$6.47K -100 -0.6%
DAM
685
Derbend Asset Management
Georgia
$1.12M -$32.5K -502 -3%
SSB
686
Sandy Spring Bank
Maryland
$1.12M -$33.8K -522 -3%
CB
687
Centennial Bank
Arkansas
$1.11M -$8.03K -124 -0.7%
AWA
688
Arete Wealth Advisors
Illinois
$1.1M -$401K -6,194 -27%
NSEDCP
689
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M – – –
HWA
690
HHM Wealth Advisors
Tennessee
$1.1M -$68.8K -1,063 -6%
RCA
691
Ranch Capital Advisors
Florida
$1.1M +$29K +448 +3%
DG
692
DMC Group
Alabama
$1.1M +$42.4K +655 +4%
PA
693
Procyon Advisors
Connecticut
$1.09M -$20.1K -310 -2%
CSIC
694
Clifford Swan Investment Counsel
California
$1.09M – – –
BFS
695
Bard Financial Services
Connecticut
$1.09M – – –
ACS
696
Archford Capital Strategies
Illinois
$1.08M +$219K +3,380 +25%
CG
697
Caprock Group
Idaho
$1.08M +$11.5K +177 +1%
SFG
698
StrategIQ Financial Group
Indiana
$1.08M -$4.01K -62 -0.4%
AWM
699
Axxcess Wealth Management
California
$1.08M +$529K +8,176 +96%
HBT
700
Hills Bank & Trust
Iowa
$1.08M – – –
26 27
28
29 30