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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 %
AWM
851
Aberdeen Wealth Management
Illinois
$713K +$324 +5 +0%
TCPWM
852
Traverso Chambers Private Wealth Management
California
$713K +$25.3K +391 +4%
DA
853
Detalus Advisors
Missouri
$713K -$31.7K -490 -4%
CCFCSB
854
Cape Cod Five Cents Savings Bank
Massachusetts
$711K +$330K +5,101 +87%
TFA
855
Transamerica Financial Advisors
Florida
$711K +$10.5K +163 +2%
CT
856
Clearstead Trust
Maine
$709K +$3.24K +50 +0.5%
PCA
857
Prosperity Capital Advisors
Ohio
$707K +$14.6K +225 +2%
SWM
858
Silverlake Wealth Management
Vermont
$704K -$16.5K -255 -2%
Members Trust
859
Members Trust
Florida
$704K +$58.6K +900 +9%
CS
860
Comerica Securities
Michigan
$702K -$208K -3,213 -23%
ACM
861
Allred Capital Management
Texas
$702K -$8.8K -136 -1%
CTA
862
Chesley Taft & Associates
Illinois
$699K -$19.4K -300 -3%
FFP
863
FourThought Financial Partners
Florida
$696K -$40.4K -624 -5%
GC
864
Gilbert & Cook
Iowa
$695K +$59.9K +926 +9%
FLPIM
865
F.L. Putnam Investment Management
Massachusetts
$690K +$283K +4,376 +70%
JTWM
866
Jackson Thornton Wealth Management
Alabama
$690K -$712 -11 -0.1%
CAM
867
Centre Asset Management
New York
$690K -$11K -170 -2%
IIL
868
Insight Inv LLC
California
$690K -$12.6K -190 -2%
PMG
869
ProVise Management Group
Florida
$687K -$74.6K -1,152 -10%
HSA
870
HBK Sorce Advisory
Pennsylvania
$687K +$25.1K +388 +4%
EP
871
Eudaimonia Partners
Tennessee
$685K +$20.6K +319 +3%
MIM
872
Morningstar Investment Management
Illinois
$685K – – –
SFG
873
Sunburst Financial Group
Alabama
$684K +$129 +2 +0%
CL
874
Choreo LLC
Illinois
$683K +$1.23K +19 +0.2%
SIS
875
Strategic Investment Solutions
Illinois
$680K +$637K +9,173 +1,494%
33 34
35
36 37