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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 %
MOS
726
MGO One Seven
Ohio
$993K +$6.21K +96 +0.6%
JIP
727
Jaffetilchin Investment Partners
Florida
$985K -$71.8K -1,109 -7%
PAMG
728
Patton Albertson Miller Group
Tennessee
$981K -$28.3K -438 -3%
BO
729
Bank OZK
Arkansas
$976K -$21K -325 -2%
HWP
730
Highline Wealth Partners
California
$975K – – –
SSWM
731
Sheets Smith Wealth Management
North Carolina
$974K +$19.6K +303 +2%
RPCONE
732
Retirement Planning Company of New England
Rhode Island
$966K -$106K -1,639 -10%
GIM
733
Guardian Investment Management
California
$965K – – –
PCS
734
Personal CFO Solutions
New Jersey
$964K +$1.17K +18 +0.1%
CW
735
CreativeOne Wealth
Kansas
$957K -$353K -5,459 -27%
LWP
736
LMG Wealth Partners
Louisiana
$953K +$150K +2,321 +19%
CIA
737
Cape Investment Advisory
Georgia
$945K +$283K +4,375 +43%
DT
738
Diversified Trust
Tennessee
$944K +$12.3K +190 +1%
RIA
739
Realta Investment Advisors
Delaware
$942K -$14.1K -200 -1%
KWA
740
Kingswood Wealth Advisors
California
$938K +$341K +2,633 +57%
BCP
741
Berkeley Capital Partners
Georgia
$938K -$1.42K -22 -0.2%
RFN
742
RDA Financial Network
Iowa
$930K +$38K +587 +4%
BC
743
Burney Company
Virginia
$930K +$38.9K +601 +4%
CCT
744
Chemung Canal Trust
New York
$925K -$6.15K -95 -0.7%
SCI
745
Stableford Capital II
Arizona
$924K +$50K +745 +6%
RAG
746
RIA Advisory Group
Iowa
$923K +$86.3K +1,334 +10%
TT
747
TI-Trust
Illinois
$920K – – –
CCG
748
Chatham Capital Group
Georgia
$919K – – –
MAM
749
Mastrapasqua Asset Management
Tennessee
$917K +$3.24K +50 +0.4%
NC
750
NovaPoint Capital
Georgia
$915K -$18.3K -282 -2%
28 29
30
31 32