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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 %
AWE
1126
Avidian Wealth Enterprises
Texas
$391K +$46.5K +719 +13%
CWM
1127
Cranbrook Wealth Management
Michigan
$391K – – –
CSI
1128
Cross Staff Investments
New York
$391K -$32.4K -500 -8%
SC
1129
Schulhoff & Co
Ohio
$388K – – –
MC
1130
Mathes Company
New York
$388K -$5.95K -92 -2%
C1AG
1131
Client 1st Advisory Group
Florida
$387K – – –
Group One Trading
1132
Group One Trading
Illinois
$387K +$387K +5,977 New
KLCM
1133
KG&L Capital Management
Louisiana
$386K +$62.1K +958 +19%
UCMOK
1134
United Capital Management of KS
Kansas
$384K -$25.4K -393 -6%
KC
1135
Kingfisher Capital
North Carolina
$381K +$582 +9 +0.2%
KFA
1136
Kapstone Financial Advisors
Ohio
$381K +$1.04K +16 +0.3%
FMB
1137
Field & Main Bank
Kentucky
$379K +$114K +1,765 +43%
BMCM
1138
Bryn Mawr Capital Management
Pennsylvania
$376K +$14K +216 +4%
BWG
1139
Beta Wealth Group
California
$376K +$13.3K +205 +4%
SFS
1140
Stiles Financial Services
Minnesota
$375K +$88.1K +1,362 +31%
CWP
1141
Cyndeo Wealth Partners
Florida
$375K -$3.41M -52,644 -90%
MBT
1142
Montecito Bank & Trust
California
$375K – – –
RWI
1143
Red Wave Investments
Pennsylvania
$374K – – –
SFB
1144
STAR Financial Bank
Indiana
$374K -$35.5K -548 -9%
GP
1145
Girard Partners
Pennsylvania
$374K -$3.24K -50 -0.9%
FC
1146
Fusion Capital
South Carolina
$373K +$259 +4 +0.1%
PG
1147
Patten Group
Tennessee
$370K – – –
AP
1148
Appleton Partners
Massachusetts
$370K -$12.8K -198 -3%
SC
1149
Scotia Capital
Ontario, Canada
$369K – – –
SL
1150
Salomon & Ludwin
Virginia
$369K -$1.55K -24 -0.4%
44 45
46
47 48