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Southern Company
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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 %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$40.4M 624,178 -31,103 -5%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$40M 618,475 -14,296 -2%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$37.5M 580,186 -61,464 -10%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.4M 561,729 -48,610 -8%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$36.1M 558,262 -12,562 -2%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$35.5M 547,785 -142,197 -21%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$35.2M 544,197 -4,220 -0.8%
VDI
108
Vaughan David Investments
Illinois
$35.1M 543,063 +14,703 +3%
CIA
109
Capital Investment Advisors
Georgia
$35.1M 541,936 +1,259 +0.2%
Asset Management One
110
Asset Management One
Japan
$34.5M 533,736 +3,847 +0.7%
Canada Life
111
Canada Life
Manitoba, Canada
$33.5M 517,260 -1,644 -0.3%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$33.4M 515,896 -5,934 -1%
EWA
113
EP Wealth Advisors
California
$32.6M 503,103 +311,103 +162%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$32.5M 501,917 +216,378 +76%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$31.9M 497,828 -260,984 -34%
SSA
116
Schonfeld Strategic Advisors
New York
$31.7M 490,357 +482,440 +6,094%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$31M 479,084 +2,440 +0.5%
GF
118
Gabelli Funds
New York
$29.7M 459,000 +2,300 +0.5%
Jane Street
119
Jane Street
New York
$29.7M 458,927 +57,900 +14%
CDH
120
Charles D. Hyman
$29.2M 451,232 +663 +0.1%
MAM
121
Magellan Asset Management
Australia
$29.1M 449,187 +18,754 +4%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$28.9M 445,777 +41,668 +10%
ELC
123
Edgar Lomax Company
Virginia
$28.2M 435,762 -7,940 -2%
BG
124
Bollard Group
Massachusetts
$28.2M 435,724 +4,224 +1%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$27.8M 429,580 +424,490 +8,340%
3 4
5
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