SO icon

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 %
VWM
1201
Venturi Wealth Management
Texas
$325K +$325K +5,014 New
GEA
1202
Glen Eagle Advisors
New Jersey
$324K +$8.09K +125 +3%
RB
1203
Renasant Bank
Mississippi
$324K +$5.5K +85 +2%
AWG
1204
Altus Wealth Group
Colorado
$323K -$15.3K -237 -5%
CA
1205
Continuum Advisory
Idaho
$323K -$45.4K -702 -12%
HIC
1206
Hartline Investment Corp
Illinois
$323K -$21.8K -337 -6%
TSS
1207
Two Sigma Securities
New York
$322K -$336K -5,199 -51%
JC
1208
JB Capital
Connecticut
$321K +$20.8K +322 +7%
CCB
1209
Cutter & Co Brokerage
Missouri
$320K +$1.1K +17 +0.3%
GWP
1210
Gateway Wealth Partners
Wisconsin
$320K -$33.4K -516 -9%
SFG
1211
SNS Financial Group
Minnesota
$320K +$1.36K +21 +0.4%
FSA
1212
Financial Security Advisor
Virginia
$319K +$319K +4,931 New
MF
1213
Meridian Financial
Massachusetts
$319K -$3.24K -50 -1%
CAM
1214
Campion Asset Management
Virginia
$318K – – –
RFM
1215
Royal Fund Management
Florida
$318K +$6.63K +102 +2%
CGH
1216
CMG Global Holdings
Texas
$317K – – –
BG
1217
Benedetti & Gucer
Georgia
$317K -$12.9K -199 -4%
KCM
1218
KRS Capital Management
Michigan
$317K -$9K -139 -3%
IAS
1219
Insigneo Advisory Services
Florida
$316K +$9.45K +146 +3%
IC
1220
Inscription Capital
Texas
$316K -$453 -7 -0.1%
AF
1221
Aldebaran Financial
$315K -$71.2K -1,100 -18%
WS
1222
Wela Strategies
Georgia
$314K -$324 -5 -0.1%
DSC
1223
Duncker Streett & Co
Missouri
$312K -$16.3K -252 -5%
FHA
1224
Flagship Harbor Advisors
Massachusetts
$311K -$20.7K -320 -6%
LIG
1225
Lokken Investment Group
Delaware
$310K -$4.73K -73 -1%
47 48
49
50 51