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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 %
WW
826
Waterfront Wealth
Kansas
$757K +$159K +2,435 +27%
SIA
827
Schechter Investment Advisors
Michigan
$756K +$80.1K +1,237 +12%
ECU
828
Eisler Capital (US)
New York
$755K +$755K +11,673 New
BC
829
Bartlett & Co
Ohio
$755K -$3.63K -56 -0.5%
BCWM
830
Bartlett & Co Wealth Management
Ohio
$755K -$3.62K -56 -0.5%
FAIM
831
Financial Advocates Investment Management
Washington
$753K +$55.5K +857 +8%
GWANC
832
Guardian Wealth Advisors (North Carolina)
North Carolina
$752K -$9.32K -144 -1%
TC
833
Toews Corporation
New Jersey
$751K +$751K +11,600 New
JWM
834
Jeppson Wealth Management
California
$749K +$69.3K +1,070 +10%
MC
835
Machina Capital
France
$748K +$748K +11,561 New
NIM
836
Nicollet Investment Management
Minnesota
$742K – – –
LG
837
LaFleur & Godfrey
Michigan
$741K – – –
GS
838
GTS Securities
New York
$739K +$739K +11,417 New
HPC
839
HM Payson & Co
Maine
$738K – – –
QCM
840
Qsemble Capital Management
New York
$738K +$738K +11,400 New
V
841
ViaWealth
Kansas
$733K – – –
PWM
842
Perigon Wealth Management
California
$732K -$269K -4,157 -27%
LOIP
843
Live Oak Investment Partners
Texas
$727K -$782K – –
NIM
844
NEOS Investment Management
Connecticut
$722K +$722K +11,159 New
LWAM
845
Legacy Wealth Asset Management
Minnesota
$722K -$129 -2 -0%
CPA
846
Court Place Advisors
Maryland
$722K – – –
PT
847
Plimoth Trust
Massachusetts
$721K – – –
GA
848
GoalVest Advisory
New York
$721K +$32K +494 +5%
CCA
849
Cobblestone Capital Advisors
New York
$717K -$10.9K -169 -2%
FTC
850
Farmers Trust Company
Ohio
$715K – – –
32 33
34
35 36