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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 %
WJWM
1276
Williams Jones Wealth Management
New York
$285K – – –
VC
1277
Vicus Capital
Pennsylvania
$285K +$285K +4,398 New
PB
1278
Pinnacle Bancorp
Nebraska
$284K – – –
Jones Financial Companies
1279
Jones Financial Companies
Missouri
$282K +$25.4K +392 +10%
KC
1280
Kenfarb & Co
Kentucky
$281K – – –
AA
1281
Argent Advisors
Louisiana
$281K +$281K +4,327 New
BIM
1282
Bridges Investment Management
Nebraska
$280K -$1.62K -25 -0.6%
SAM
1283
Secure Asset Management
Michigan
$280K +$83.9K +1,297 +43%
H
1284
HoyleCohen
California
$279K – – –
AT
1285
Arden Trust
Delaware
$277K -$656K -10,139 -70%
SIM
1286
Stratos Investment Management
Ohio
$277K -$18.4K -285 -6%
PCP
1287
Proficio Capital Partners
Massachusetts
$277K +$4.79K +74 +2%
MRWM
1288
ML&R Wealth Management
Texas
$276K +$57K +880 +26%
DWT
1289
Dorsey & Whitney Trust
South Dakota
$276K -$89.2K -1,379 -24%
BAM
1290
Byrne Asset Management
New Jersey
$275K +$275K +4,250 New
BBNA
1291
Bremer Bank National Association
Minnesota
$275K -$82.7K -1,278 -23%
SN
1292
Sittner & Nelson
Oregon
$275K – – –
MGIA
1293
Moneta Group Investment Advisors
Missouri
$274K -$121K -1,862 -31%
KWM
1294
Keebeck Wealth Management
Illinois
$273K – – –
PMFA
1295
Plante Moran Financial Advisors
Michigan
$273K +$181K +2,798 +196%
WJA
1296
Willis Johnson & Associates
Texas
$273K -$14K -216 -5%
RCM
1297
Radnor Capital Management
Pennsylvania
$272K +$272K +4,200 New
DWA
1298
Douglass Winthrop Advisors
New York
$272K -$22.7K -350 -8%
IBOK
1299
Independence Bank of Kentucky
Kentucky
$271K -$20.7K -320 -7%
SC
1300
Searle & Co
Connecticut
$270K -$3.88K -60 -1%
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