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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
+$334M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$185M
3
Ameriprise
Ameriprise
Minnesota
+$136M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
5
Cohen & Steers
Cohen & Steers
New York
+$94.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$584M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$340M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$159M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$158M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMG
951
Howard Capital Management Group
California
$563K +$65 +1 +0%
IIM
952
INTECH Investment Management
Florida
$561K -$1.61M -24,931 -74%
WDG
953
Wealth Dimensions Group
Ohio
$560K +$2.85K +44 +0.5%
VCP
954
Vista Capital Partners
Oregon
$558K -$27.8K -430 -5%
WAC
955
William Allan Corp
Colorado
$555K +$3.24K +50 +0.6%
AB
956
Atlas Brown
Kentucky
$555K +$3.43K +53 +0.6%
MFC
957
Mechanics Financial Corp
Ohio
$554K – – –
STA
958
Summit Trail Advisors
New York
$554K -$55.1K -852 -9%
GIA
959
Gladstone Institutional Advisory
Florida
$553K -$74.7K -1,154 -12%
AAS
960
Ameritas Advisory Services
Nebraska
$552K +$218K +3,305 +65%
BFG
961
Beacon Financial Group
Texas
$550K -$4.74K -70 -0.9%
PL
962
Perpetual Ltd
Australia
$549K +$90.6K +1,400 +20%
CAAS
963
Capital Asset Advisory Services
Michigan
$549K -$118K -1,764 -18%
KIG
964
Kennedy Investment Group
New Jersey
$548K +$46K +710 +9%
AUB
965
Atlantic Union Bankshares
Virginia
$546K -$10.1K -156 -2%
GCM
966
Gables Capital Management
Florida
$543K +$17.2K +265 +3%
FCAS
967
First Command Advisory Services
Texas
$542K +$542K +8,370 New
TWM
968
Thrive Wealth Management
Pennsylvania
$541K +$53.9K +833 +11%
MJRIC
969
Mogy Joel R Investment Counsel
California
$539K -$725K -11,200 -57%
BWS
970
Buck Wealth Strategies
Colorado
$536K +$479K +7,407 +847%
BP
971
Ballentine Partners
Massachusetts
$535K -$159K -2,461 -23%
PSFG
972
Prairie Sky Financial Group
Illinois
$530K – – –
WDC
973
Woodward Diversified Capital
California
$529K +$78K +1,205 +17%
FSA
974
Franklin Street Advisors
North Carolina
$528K -$6.79K -105 -1%
WF
975
Welch & Forbes
Massachusetts
$528K -$34.5K -533 -6%
37 38
39
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