SO icon

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 %
SCA
1401
Stonebridge Capital Advisors
Minnesota
$229K -$5.05K -78 -2%
AFT
1402
Alpha Family Trust
California
$228K +$228K +3,520 New
DWP
1403
Destiny Wealth Partners
Florida
$228K -$66K -1,020 -22%
BBA
1404
BLB&B Advisors
Pennsylvania
$227K -$15.5K -240 -6%
SLT
1405
St Louis Trust
Missouri
$227K – – –
PPP
1406
Private Portfolio Partners
New Jersey
$226K -$12.9K -200 -5%
PWP
1407
Phillips Wealth Planners
Mississippi
$226K +$5.85K +88 +3%
NHT
1408
New Hampshire Trust
New Hampshire
$226K -$9.19K -142 -4%
WP
1409
Wealthspan Partners
Iowa
$225K -$5.63K -87 -2%
NF
1410
Nikulski Financial
Iowa
$225K -$9.71K -150 -4%
AC
1411
Avestar Capital
New York
$224K +$224K +3,461 New
RA
1412
Rise Advisors
New York
$224K +$63.8K +985 +40%
ACP
1413
Aviance Capital Partners
Florida
$224K -$49.9K -771 -18%
RZH
1414
Relyea Zuckerberg Hanson
Connecticut
$223K -$23.9K -369 -10%
MWM
1415
Merriman Wealth Management
Washington
$222K – – –
DA
1416
Drake & Associates
Wisconsin
$221K -$2.72K -42 -1%
MAP
1417
Milestone Advisory Partners
North Carolina
$221K – – –
ACA
1418
Anchor Capital Advisors
Massachusetts
$220K – – –
FWM
1419
Finer Wealth Management
Massachusetts
$220K – – –
NRC
1420
New Republic Capital
North Carolina
$220K +$220K +3,395 New
IAA
1421
Ironsides Asset Advisors
North Carolina
$219K -$3.24K -50 -1%
DDC
1422
DF Dent & Co
Maryland
$218K -$453 -7 -0.2%
SWP
1423
Summit Wealth Partners
Florida
$218K +$14.7K +227 +7%
BAM
1424
Boyar Asset Management
New York
$218K +$6.47K +100 +3%
GWM
1425
Gray Wealth Management
Maine
$217K -$16K -248 -7%
55 56
57
58 59