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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 %
HIP
1251
HUB Investment Partners
Texas
$295K -$3.04K -47 -1%
HFAS
1252
Hummer Financial Advisory Services
Illinois
$294K – – –
OHWA
1253
Oak Hill Wealth Advisors
Virginia
$294K – – –
AA
1254
Advisory Alpha
Michigan
$293K +$17K +263 +6%
IFWM
1255
Institute for Wealth Management
Colorado
$293K – – –
BFC
1256
Bedel Financial Consulting
Indiana
$293K – – –
EE
1257
EWG Elevate
California
$293K +$293K +4,520 New
SAF
1258
Smith Anglin Financial
Texas
$292K +$324 +5 +0.1%
SAM
1259
Seelaus Asset Management
New Jersey
$292K – – –
LFA
1260
Legacy Financial Advisors
Kentucky
$292K +$14.4K +222 +5%
PFWA
1261
Paces Ferry Wealth Advisors
Georgia
$291K -$22.4K -346 -7%
CFG
1262
Cooper Financial Group
California
$291K -$314K -4,849 -52%
CICI
1263
Capital Investment Counsel Inc
North Carolina
$291K – – –
FMP
1264
Financial Management Professionals
Texas
$291K +$388 +6 +0.1%
KFP
1265
KMG Fiduciary Partners
Ohio
$291K -$227K -3,509 -44%
SMA
1266
Sage Mountain Advisors
Georgia
$289K +$4.01K +62 +1%
RVPG
1267
Relative Value Partners Group
$288K +$32K +495 +13%
RRA
1268
Round Rock Advisors
Connecticut
$288K – – –
BFIM
1269
Beese Fulmer Investment Management
Ohio
$287K – – –
NFSG
1270
Newbridge Financial Services Group
Florida
$287K +$1.23K +19 +0.4%
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$287K -$4.34K -67 -1%
PWMG
1272
Pinnacle Wealth Management Group
Michigan
$286K -$9.71K -150 -3%
IHL
1273
Investment House LLC
California
$286K +$194 +3 +0.1%
JLBC
1274
J.L. Bainbridge & Co
Florida
$286K +$259 +4 +0.1%
TC
1275
Telemus Capital
Michigan
$285K +$194 +3 +0.1%
49 50
51
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