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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
Capital International Investors
California
$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$485M
3
Ameriprise
Ameriprise
Minnesota
$488M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.52B
5
Cohen & Steers
Cohen & Steers
New York
$163M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
801
Keudell/Morrison Wealth Management
Oregon
$806K -$18.4K -285 -2%
VFA
802
Valeo Financial Advisors
Indiana
$805K -$98K -1,514 -11%
MYLI
803
Meiji Yasuda Life Insurance
Japan
$805K -$184K -2,850 -19%
CM
804
Cornerstone Management
Georgia
$795K -$3.17K -49 -0.4%
Man Group
805
Man Group
United Kingdom
$795K -$6.4M -91,090 Closed
ECG
806
Edge Capital Group
Georgia
$792K -$6.11M -94,330 -89%
MC
807
Maverick Capital
Texas
$790K +$790K +12,204 New
GWM
808
GSB Wealth Management
Connecticut
$787K -$46.5K -719 -6%
CBOR
809
Community Bank of Raymore
Missouri
$786K – – –
BFC
810
Blue Fin Capital
Rhode Island
$785K -$23K -356 -3%
MSA
811
Marino Stram & Associates
Massachusetts
$784K -$1.36K -21 -0.2%
RL
812
Rogco LP
Oklahoma
$780K +$780K +12,045 New
CT
813
Chicago Trust
Illinois
$777K -$26.1K -403 -3%
AFC
814
AFT Forsyth & Company
Florida
$777K – – –
CIC
815
Carnegie Investment Counsel
Ohio
$776K – – –
RMC
816
Resources Management Corp
Connecticut
$776K +$25.3K +390 +3%
BG
817
Bahl & Gaynor
Ohio
$775K +$8.61K +133 +1%
SFP
818
Shepherd Financial Partners
Massachusetts
$770K -$16.5K -255 -2%
TCM
819
Twin Capital Management
Pennsylvania
$768K -$63.2K -976 -8%
BSB
820
Bangor Savings Bank
Maine
$766K +$33.1K +512 +5%
CCWM
821
Cassaday & Co Wealth Management
Virginia
$766K -$3.95K -61 -0.5%
Walleye Trading
822
Walleye Trading
New York
$761K +$761K +11,764 New
BFIC
823
Bedell Frazier Investment Counselling
California
$760K – – –
BBNB
824
Baker Boyer National Bank
Washington
$760K +$366K +5,657 +93%
CI
825
Cigna Investments
Connecticut
$759K -$97.7K -1,509 -11%
31 32
33
34 35