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 %
HA
1451
HC Advisors
Georgia
$205K +$6.15K +95 +3%
DCM
1452
Delta Capital Management
New Jersey
$205K – – –
RPC
1453
Rossmore Private Capital
Connecticut
$205K +$11.8K +183 +6%
CP
1454
Coho Partners
Pennsylvania
$203K – – –
LAM
1455
L2 Asset Management
Massachusetts
$202K +$202K +246 New
FEM
1456
Fulcrum Equity Management
Texas
$202K +$202K +3,128 New
LCM
1457
Lazari Capital Management
California
$202K +$202K +3,127 New
NSAM
1458
North Star Asset Management
Wisconsin
$202K – – –
JWM
1459
Janiczek Wealth Management
Colorado
$202K – – –
AI
1460
Accredited Investors
Minnesota
$202K – – –
YIA
1461
YHB Investment Advisors
Connecticut
$201K +$4.08K +63 +2%
FWP
1462
FAS Wealth Partners
Kansas
$201K -$453 -7 -0.2%
AG
1463
Ascent Group
Virginia
$201K -$47.4K -696 -19%
CMA
1464
Cedar Mountain Advisors
Oregon
$200K +$2.01K +31 +1%
M
1465
MOTCO
Texas
$198K -$4.14K -64 -2%
BHWM
1466
Beaird Harris Wealth Management
Texas
$187K – – –
OP
1467
ORG Partners
Indiana
$185K +$194 +3 +0.1%
SOAMC
1468
Spirit of America Management Corp
New York
$184K +$64.7K +1,000 +54%
OSNBOA
1469
Old Second National Bank of Aurora
Illinois
$182K – – –
BWM
1470
Baystate Wealth Management
Massachusetts
$181K -$8.74K -135 -5%
PBK
1471
Peoples Bank (Kansas)
Kansas
$181K +$181K +2,800 New
RA
1472
Rational Advisors
New York
$181K -$28.2K -435 -13%
FFA
1473
Farther Finance Advisors
California
$180K +$48.1K +743 +36%
NSG
1474
Nalls Sherbakoff Group
Tennessee
$179K +$3.56K +55 +2%
GGI
1475
Godsey & Gibb Inc
Virginia
$179K -$3.56K -55 -2%
57 58
59
60 61