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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 %
AFAS
1076
Acorn Financial Advisory Services
Virginia
$425K – – –
MHIC
1077
Marble Harbor Investment Counsel
Massachusetts
$423K +$22.4K +346 +6%
TL
1078
Tradewinds LLC
North Carolina
$423K – – –
MFWP
1079
Mosaic Family Wealth Partners
Missouri
$422K +$324 +5 +0.1%
BL
1080
Balentine LLC
Georgia
$422K +$109K +1,688 +35%
BWS
1081
BCR Wealth Strategies
Alabama
$422K +$21.8K +337 +5%
CC
1082
Constitution Capital
Connecticut
$421K -$6.47K -100 -2%
MS
1083
Maven Securities
Jersey
$419K +$419K +6,476 New
FRM
1084
Fox Run Management
Connecticut
$419K +$419K +6,470 New
MSR
1085
Main Street Research
Connecticut
$418K – – –
BFG
1086
Berger Financial Group
Minnesota
$417K -$1.49K -23 -0.4%
GC
1087
Gratus Capital
Georgia
$417K +$16.2K +251 +4%
IGWM
1088
ICA Group Wealth Management
Colorado
$415K +$90.9K +1,404 +28%
AAG
1089
Armstrong Advisory Group
Massachusetts
$413K -$19.4K -300 -4%
I
1090
InceptionR
California
$413K +$413K +6,383 New
SIMG
1091
Sonora Investment Management Group
Arizona
$413K +$75.6K +1,168 +22%
KCFA
1092
Key Client Fiduciary Advisors
New Jersey
$412K -$43.7K -675 -10%
AC
1093
AlphaCore Capital
California
$412K +$4.85K +75 +1%
GL
1094
Graypoint LLC
New York
$410K -$51.1K -789 -11%
TWM
1095
Tradition Wealth Management
Minnesota
$410K -$64K -988 -13%
LA
1096
LVW Advisors
New York
$410K +$410K +6,330 New
LWA
1097
Lineweaver Wealth Advisors
Ohio
$409K +$409K +6,324 New
LC
1098
LCNB Corp
Ohio
$409K -$12.9K -200 -3%
SIM
1099
Sentry Investment Management
Wisconsin
$409K -$77.9K -1,205 -16%
WHG
1100
Westwood Holdings Group
Texas
$409K -$3.37K -52 -0.8%
42 43
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