SO icon

Southern Company
SO

Overview Fund Activity

1,700 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, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
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
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

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 Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$65.2M 1,006,863 +308,599 +44%
Prudential Financial
77
Prudential Financial
New Jersey
$63.9M 987,003 -5,638 -0.6%
SIG
78
Stonegate Investment Group
Alabama
$63.7M 984,976 -28,740 -3%
Truist Financial
79
Truist Financial
North Carolina
$63.5M 981,701 -28,642 -3%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$63M 972,914 +105,828 +12%
Macquarie Group
81
Macquarie Group
Australia
$62.5M 966,353 +50,783 +6%
CS
82
Credit Suisse
Switzerland
$61.4M 948,046 -317,409 -25%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$61.3M 947,275 +15,059 +2%
Millennium Management
84
Millennium Management
New York
$61.3M 946,422 +517,535 +121%
Verition Fund Management
85
Verition Fund Management
Connecticut
$58.6M 905,502 +533,091 +143%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$58.5M 904,618 +51,188 +6%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$55M 856,865 +100,999 +13%
WHRC
88
W.H. Reaves & Co
New Jersey
$55M 849,646 +839,621 +8,375%
EIP
89
Energy Income Partners
Connecticut
$54M 834,020 +39,682 +5%
Mawer Investment Management
90
Mawer Investment Management
Alberta, Canada
$51.8M 800,223 -14,697 -2%
MIM
91
Merewether Investment Management
Texas
$51.1M 790,220 +159,300 +25%
ICG
92
InterOcean Capital Group
Tennessee
$50.6M 781,687 +46,858 +6%
ORIO
93
Old Republic International (ORI)
Illinois
$50.2M 775,500 -157,500 -17%
WG
94
Welch Group
Alabama
$49.8M 769,637 +8,329 +1%
SEI Investments
95
SEI Investments
Pennsylvania
$48.6M 751,695 +61,909 +9%
CAI
96
Capital Advisors Inc
Oklahoma
$47.9M 740,522 +16,708 +2%
CCMG
97
Clark Capital Management Group
Pennsylvania
$47.7M 736,861 +8,737 +1%
Citadel Advisors
98
Citadel Advisors
Florida
$44.2M 683,635 -62,539 -8%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$43M 664,267 -24,288 -4%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$42.8M 662,020 -9,023 -1%
2 3
4
5 6