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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
$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$485M
3
Ameriprise
Ameriprise
Minnesota
$488M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.52B
5
Cohen & Steers
Cohen & Steers
New York
$163M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1351
GEM Asset Management
Michigan
$248K – – –
FA
1352
Fiduciary Alliance
South Carolina
$248K +$185K +2,861 +297%
FAM
1353
Frontier Asset Management
Wyoming
$247K – – –
P
1354
Pitcairn
Pennsylvania
$247K +$26K +402 +12%
SFC
1355
Strategic Financial Concepts
Texas
$246K +$246K +3,807 New
MIC
1356
Meridian Investment Counsel
California
$246K – – –
SEEDPG
1357
S.E.E.D. Planning Group
New York
$245K -$9.32K -144 -4%
AWM
1358
Aprio Wealth Management
Georgia
$243K +$243K +3,760 New
WIC
1359
Willis Investment Counsel
Georgia
$243K – – –
MWC
1360
MBM Wealth Consultants
Missouri
$243K +$14.4K +217 +6%
SHFP
1361
Second Half Financial Partners
Florida
$242K -$50.9K -787 -17%
STC
1362
Sarah T. Connolly
$242K -$65.4K -1,010 -21%
ACM
1363
Ardent Capital Management
Ohio
$242K – – –
WP
1364
WMS Partners
Maryland
$242K -$388 -6 -0.2%
ATWA
1365
Arbor Trust Wealth Advisors
Michigan
$241K – – –
KA
1366
Klingman & Associates
New York
$241K -$124K -1,915 -34%
PWM
1367
Palumbo Wealth Management
New York
$241K -$324 -5 -0.1%
WF
1368
Wayfinding Financial
Washington
$241K -$3.81K -61 -2%
SEC
1369
Seven Eight Capital
New York
$241K +$42.8K +661 +22%
GFG
1370
Goldstone Financial Group
Illinois
$240K -$25K -386 -9%
KWMG
1371
King Wealth Management Group
Florida
$240K -$194 -3 -0.1%
NFG
1372
Nadler Financial Group
Illinois
$240K – – –
FBB
1373
Fulton Breakefield Broenniman
Maryland
$239K +$15.1K +233 +7%
WCAMG
1374
Woodard & Company Asset Management Group
North Carolina
$238K – – –
MMA
1375
Miracle Mile Advisors
California
$237K -$6.41K -99 -3%
53 54
55
56 57