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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 %
CFO
1301
Callan Family Office
Pennsylvania
$270K – – –
TIM
1302
Thompson Investment Management
Wisconsin
$270K – – –
ACM
1303
Altrius Capital Management
North Carolina
$269K +$269K +4,163 New
BOPW
1304
Brandywine Oak Private Wealth
Pennsylvania
$269K – – –
NF
1305
Norwood Financial
Pennsylvania
$269K – – –
AFG
1306
Atomi Financial Group
New York
$268K -$8.09K -125 -3%
IAM
1307
Innovis Asset Management
Illinois
$268K +$4.21K +65 +2%
GIA
1308
Gateway Investment Advisers
Ohio
$267K -$27.4K -423 -9%
1SB
1309
1ST Source Bank
Indiana
$267K – – –
CTB
1310
Country Trust Bank
Illinois
$266K -$3.69K -57 -1%
WP
1311
WealthShield Partners
North Carolina
$265K +$17.1K +264 +7%
AFP
1312
Ausdal Financial Partners
Iowa
$265K -$27.4K -423 -9%
NAS
1313
Nicolet Advisory Services
Wisconsin
$265K +$5.95K +92 +2%
MWM
1314
MBE Wealth Management
Wisconsin
$265K +$265K +4,090 New
PIA
1315
Pinion Investment Advisors
Kansas
$265K +$32.3K +499 +14%
TPWA
1316
TRUE Private Wealth Advisors
Oregon
$264K +$6.54K +101 +3%
BFA
1317
Bill Few Associates
Pennsylvania
$264K -$9.71K -150 -4%
GWS
1318
Glassman Wealth Services
Virginia
$263K -$841 -13 -0.3%
SSC
1319
Syverson Strege & Co
Iowa
$262K +$712 +11 +0.3%
PIM
1320
Penobscot Investment Management
Massachusetts
$262K – – –
CBB
1321
Citizens Business Bank
California
$262K -$13.6K -210 -5%
SFA
1322
Semmax Financial Advisors
North Carolina
$261K +$261K +3,879 New
EHWM
1323
Eads & Heald Wealth Management
Georgia
$261K -$3.24K -50 -1%
LCM
1324
LCM Capital Management
Illinois
$261K +$65 +1 +0%
LA
1325
Lifeworks Advisors
Michigan
$260K +$260K +4,017 New
51 52
53
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