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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 %
FA
1326
Fagan Associates
New York
$260K – – –
AR
1327
Advisory Research
Illinois
$260K +$259 +4 +0.1%
SSWM
1328
Smith Salley Wealth Management
North Carolina
$257K +$257K +3,975 New
AWM
1329
Altus Wealth Management
Kentucky
$257K – – –
HT
1330
Headlands Technologies
Illinois
$257K +$257K +3,971 New
VT
1331
Vise Technologies
New York
$256K -$40.1K -620 -14%
LOPW
1332
Live Oak Private Wealth
North Carolina
$255K – – –
BLAM
1333
Bourne Lent Asset Management
New York
$254K – – –
PFT
1334
Providence First Trust
Arizona
$253K – – –
AW
1335
Alaethes Wealth
Nevada
$253K – – –
AG
1336
Appleton Group
Wisconsin
$253K +$253K +3,904 New
BMO
1337
Beck Mack & Oliver
New York
$252K – – –
PAM
1338
Peak Asset Management
Colorado
$252K – – –
SIG
1339
Sargent Investment Group
Maryland
$252K +$59.3K +917 +31%
FCFC
1340
First Citizens Financial Corp
Iowa
$251K +$251K +3,882 New
AFM
1341
Armstrong Fleming & Moore
District of Columbia
$251K – – –
RIS
1342
Retirement Income Solutions
Michigan
$251K -$85.5K -1,321 -25%
WQ
1343
Wealth Quarterback
New Jersey
$250K +$7.25K +112 +3%
FAG
1344
Fortitude Advisory Group
Washington
$250K +$13.2K +204 +6%
WFA
1345
WMG Financial Advisors
Tennessee
$250K -$24.2K -374 -9%
WI
1346
Wedgewood Investors
Pennsylvania
$249K – – –
CWM
1347
Cabot Wealth Management
Massachusetts
$249K +$249K +3,855 New
FCA
1348
FLC Capital Advisors
California
$249K -$6.47K -100 -3%
TCA
1349
Transcend Capital Advisors
New Jersey
$248K +$2.52K +39 +1%
SPWG
1350
Syntegra Private Wealth Group
Missouri
$248K – – –
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