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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 %
MCP
1226
Mirador Capital Partners
California
$310K +$17.2K +266 +6%
WT
1227
Washington Trust
Rhode Island
$307K – – –
PIMG
1228
Patriot Investment Management Group
Tennessee
$307K -$2.72K -42 -0.9%
TWA
1229
TCI Wealth Advisors
Arizona
$305K -$7.18K -111 -2%
SFWC
1230
Strategic Family Wealth Counselors
New Jersey
$304K +$1.29K +20 +0.4%
BRM
1231
Boston Research & Management
Massachusetts
$304K – – –
HDIM
1232
Hanson & Doremus Investment Management
Vermont
$304K +$13K +200 +4%
EWM
1233
Elmwood Wealth Management
California
$304K +$194 +3 +0.1%
SEP
1234
Southland Equity Partners
Missouri
$304K +$7.12K +110 +2%
MA
1235
MKT Advisors
California
$302K +$1.25K +20 +0.4%
TSS
1236
Thomas Story & Son
Indiana
$301K +$22.7K +350 +8%
TP
1237
Tranquility Partners
Tennessee
$301K +$7.25K +112 +2%
OLVIG
1238
Oliver Lagore Vanvalin Investment Group
Michigan
$300K +$28.9K +447 +11%
LJAC
1239
L.J. Altfest & Co
New York
$300K – – –
MGAM
1240
McGowan Group Asset Management
Texas
$299K +$6.6K +102 +2%
BCG
1241
Breakwater Capital Group
New Jersey
$299K -$57.3K -838 -16%
RSWM
1242
Robertson Stephens Wealth Management
California
$298K +$388 +6 +0.1%
VSQM
1243
V-Square Quantitative Management
Illinois
$297K +$169K +2,614 +132%
AIA
1244
Angeles Investment Advisors
California
$297K – – –
VCM
1245
Violich Capital Management
California
$297K – – –
WMA
1246
Wealth Management Associates
New Jersey
$296K +$35.3K +546 +14%
OBGC
1247
O'Brien Greene & Co
Pennsylvania
$296K – – –
CA
1248
Cornerstone Advisory
Maryland
$295K +$5.82K +90 +2%
TFA
1249
Triad Financial Advisors
North Carolina
$295K +$1.81K +28 +0.6%
9WM
1250
9258 Wealth Management
Ohio
$295K -$28.2K -436 -9%
48 49
50
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