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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 %
AAIS
1151
ABN AMRO Investment Solutions
$369K +$44.1K +682 +14%
CFS
1152
Cannon Financial Strategists
Georgia
$368K +$77.7K +1,200 +27%
TTWM
1153
TCV Trust & Wealth Management
Virginia
$367K +$78.5K +1,213 +27%
SAM
1154
Summit Asset Management
Tennessee
$366K +$1.17K +18 +0.3%
RCM
1155
RB Capital Management
Nevada
$365K -$5.11K -79 -1%
ORC
1156
O'Rourke & Company
Massachusetts
$364K +$324 +5 +0.1%
GAM
1157
Gotham Asset Management
New York
$364K -$75.8K -1,171 -17%
AI
1158
Atom Investors
Texas
$363K +$363K +5,609 New
AFA
1159
American Financial Advisors
Georgia
$362K +$3.3K +51 +0.9%
EGWAG
1160
Elwood & Goetz Wealth Advisory Group
Georgia
$362K +$4.34K +67 +1%
GJIA
1161
Glass Jacobson Investment Advisors
Maryland
$361K – – –
PWM
1162
PBMares Wealth Management
Virginia
$360K +$30.2K +466 +9%
PJSIMP
1163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$359K -$10.6K -160 -3%
KFP
1164
Keystone Financial Planning
Ohio
$356K – – –
HCM
1165
Hall Capital Management
Rhode Island
$356K -$3.56K -55 -1%
DLG
1166
Daniel L. Goodwin
$356K – – –
DLHL
1167
Donald L. Hagan LLC
Florida
$355K – – –
GIM
1168
Greylin Investment Management
Virginia
$354K +$354K +5,475 New
WPW
1169
Waldron Private Wealth
Pennsylvania
$354K -$26K -401 -7%
ACP
1170
Arcus Capital Partners
Georgia
$353K +$2.85K +44 +0.8%
Financial Engines Advisors
1171
Financial Engines Advisors
California
$351K -$11.1K -172 -3%
FNBTCON
1172
First National Bank & Trust Co of Newtown
Pennsylvania
$351K -$25.6K -395 -7%
CP
1173
Castleview Partners
Texas
$351K +$20.7K +320 +6%
OAM
1174
Oppenheimer Asset Management
New York
$350K +$44.8K +692 +15%
BCM
1175
Bienville Capital Management
New York
$349K – – –
45 46
47
48 49