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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 %
WIS
776
Wright Investors Service
Connecticut
$863K -$41.2K -636 -5%
QI
777
Qtron Investments
Massachusetts
$862K +$202K +3,118 +31%
FMTCOCP
778
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$860K +$31.2K +482 +4%
PPC
779
Park Place Capital
Alabama
$848K -$6.54K -101 -0.8%
GSEP
780
Golden State Equity Partners
California
$845K +$17.3K +268 +2%
MWM
781
Meridian Wealth Management
Kentucky
$842K -$176K -2,712 -17%
KA
782
Kovack Advisors
Florida
$839K -$1.04K -16 -0.1%
GC
783
Grimes & Company
Massachusetts
$837K -$3.04K -47 -0.4%
WFS
784
Widmann Financial Services
Maryland
$835K +$2.59K +40 +0.3%
Koshinski Asset Management
785
Koshinski Asset Management
Illinois
$835K -$170K -2,623 -17%
ATPW
786
Ashton Thomas Private Wealth
Arizona
$831K -$71K -1,097 -8%
CWS
787
Confluence Wealth Services
Pennsylvania
$831K +$35.3K +545 +4%
FWM
788
ForthRight Wealth Management
Georgia
$827K +$5.63K +87 +0.7%
CG
789
Colony Group
Massachusetts
$825K -$257K -3,964 -24%
CAMV
790
Concord Asset Management (Virginia)
Virginia
$821K +$235K +3,628 +40%
SF
791
Symphony Financial
Texas
$819K +$14.2K +227 +2%
BJL
792
Brighton Jones LLC
Washington
$818K +$110K +1,694 +15%
CT
793
Coastline Trust
Rhode Island
$815K -$38.6K -597 -5%
SA
794
SRH Advisors
Kansas
$815K +$3.88K +60 +0.5%
VCM
795
Virtue Capital Management
Tennessee
$813K – – –
SGI
796
Summit Global Investments
Utah
$811K +$53.9K +833 +7%
RF
797
Rollins Financial
Georgia
$811K -$82.1K -1,269 -9%
RCI
798
RS Crum Inc
California
$809K +$46.5K +719 +6%
VA
799
Valmark Advisers
Ohio
$809K +$1.42K +22 +0.2%
AIM
800
Aigen Investment Management
New York
$808K +$808K +12,482 New
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