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 %
OFG
1426
OmniStar Financial Group
North Carolina
$217K – – –
LAM
1427
Lifestyle Asset Management
Texas
$217K +$217K +3,350 New
LC
1428
Lindbrook Capital
California
$216K +$1.68K +26 +0.8%
HR
1429
Hardy Reed
Mississippi
$216K +$216K +3,338 New
PCA
1430
Private Capital Advisors
Connecticut
$215K -$141K -2,100 -40%
ICA
1431
Infrastructure Capital Advisors
New York
$213K +$144K +22,000 +207%
AC
1432
Allstate Corporation
Illinois
$213K – – –
FWIA
1433
Fort Washington Investment Advisors
Ohio
$213K -$4.98K -77 -2%
AGC
1434
Aspen Grove Capital
Colorado
$212K -$109K -1,684 -34%
ZIG
1435
Zullo Investment Group
Pennsylvania
$212K +$3.88K +60 +2%
WA
1436
Waterford Advisors
New York
$212K -$17.2K -265 -7%
AF
1437
Apexium Financial
Texas
$212K -$12.5K -193 -6%
SAM
1438
Satovsky Asset Management
New York
$211K +$2.2K +34 +1%
CWM
1439
Campbell Wealth Management
Virginia
$211K +$583 +9 +0.3%
DWM
1440
Drive Wealth Management
Utah
$211K +$5.57K +86 +3%
IA
1441
Insight Advisors
Pennsylvania
$210K -$1.23K -19 -0.6%
WP
1442
WealthPLAN Partners
Nebraska
$210K +$841 +13 +0.4%
SWM
1443
Spire Wealth Management
Virginia
$209K -$18.6K -288 -8%
WAM
1444
WealthTrust Asset Management
Florida
$209K +$388 +6 +0.2%
QC
1445
Quent Capital
New York
$209K +$41.7K +645 +25%
ITB
1446
Idaho Trust Bank
Idaho
$207K +$207K +3,200 New
CWM
1447
Congress Wealth Management
Massachusetts
$207K +$207K +3,199 New
SFS
1448
Searcy Financial Services
Kansas
$206K +$206K +3,180 New
BWM
1449
Biltmore Wealth Management
Arizona
$206K +$194 +3 +0.1%
CWM
1450
Chesapeake Wealth Management
Virginia
$205K -$6.47K -100 -3%
56 57
58
59 60