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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 %
CB
701
Cadence Bank
Mississippi
$1.07M -$3.5K -54 -0.3%
Aviva
702
Aviva
United Kingdom
$1.07M – – –
FFN
703
Focus Financial Network
Minnesota
$1.07M +$37.5K +579 +4%
GAM
704
Griffin Asset Management
New York
$1.06M -$51.7K -799 -5%
FMTC
705
Farmers & Merchants Trust Company
California
$1.06M -$22.1K -341 -2%
PWSG
706
Pacific Wealth Strategies Group
California
$1.06M +$453K +7,005 +75%
Marshall Wace
707
Marshall Wace
United Kingdom
$1.05M +$1.05M +16,300 New
SW
708
SVB Wealth
Massachusetts
$1.05M -$166K -2,561 -14%
BB
709
Busey Bank
Illinois
$1.05M -$102K -1,576 -9%
CPIA
710
Cornell Pochily Investment Advisors
New York
$1.05M -$7.44K -115 -0.7%
IIM
711
Ipswich Investment Management
Massachusetts
$1.05M -$9.06K -140 -0.9%
GG
712
Gleason Group
Kentucky
$1.04M +$10.9K +169 +1%
CW
713
Connectus Wealth
Ohio
$1.04M +$280K +4,318 +37%
TW
714
TrinityPoint Wealth
Connecticut
$1.04M +$97.3K +1,503 +10%
AAIM
715
Asset Advisors Investment Management
Georgia
$1.04M – – –
FUBT
716
First United Bank & Trust
Maryland
$1.04M +$78K +1,205 +8%
NW
717
Naviter Wealth
Arkansas
$1.03M +$67.7K +1,046 +7%
LMKC
718
L.M. Kohn & Company
Ohio
$1.02M +$51.3K +793 +5%
VA
719
Vident Advisory
Georgia
$1.02M +$1.02M +15,684 New
FMAEN1
720
Fund Management at Engine No 1
California
$1.01M +$90.7K +1,401 +10%
LCM
721
Landscape Capital Management
New Jersey
$1.01M +$1.01M +15,575 New
RP
722
Rowlandmiller & Partners
Georgia
$1M +$1.04K +16 +0.1%
PAG
723
Powers Advisory Group
Illinois
$1M +$6.93K +107 +0.7%
EP
724
Edgestream Partners
New Jersey
$1M +$1M +15,466 New
AssetMark Inc
725
AssetMark Inc
California
$993K +$132K +2,039 +15%
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