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Southern Company
SO

Overview Fund Activity

1,700 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, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
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
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
126
Crawford Investment Counsel
Georgia
$27.4M 423,030 +94,329 +29%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$26.8M 414,416 +23,435 +6%
HHAM
128
HITE Hedge Asset Management
Massachusetts
$26.7M 412,388 +412,388 New
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$26.2M 404,442 -97,988 -20%
US Bancorp
130
US Bancorp
Minnesota
$25.2M 388,966 +10,975 +3%
Mariner
131
Mariner
Kansas
$24.3M 374,864 +21,570 +6%
II
132
IFM Investors
Australia
$23.3M 360,480 +19,492 +6%
GHA
133
GW Henssler & Associates
Georgia
$23.3M 359,248 -6,049 -2%
LOIM
134
Liberty One Investment Management
Illinois
$22.8M 352,433 -51,455 -13%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$22.8M 351,718 -8,795 -2%
SO
136
STRS Ohio
Ohio
$22M 340,417 -4,520 -1%
UCFA
137
United Capital Financial Advisors
Texas
$21.6M 334,494 -5,224 -2%
Nomura Asset Management
138
Nomura Asset Management
Japan
$21.6M 334,006 -3,505 -1%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$21.5M 332,683 -6,643 -2%
AA
140
ALPS Advisors
Colorado
$21.5M 332,109 +6,859 +2%
HAI
141
Hennessy Advisors Inc
California
$21.2M 328,300 -1,900 -0.6%
MML Investors Services
142
MML Investors Services
Massachusetts
$21M 323,992 -27,210 -8%
FRAF
143
Första AP-fonden
Sweden
$20.5M 316,500 +12,900 +4%
NPF
144
Norris Perne & French
Michigan
$20.5M 316,051 +2,354 +0.8%
MSV
145
MN Services Vermogensbeheer
Netherlands
$20.1M 310,800 +4,800 +2%
ASRS
146
Arizona State Retirement System
Arizona
$20M 308,641 -3,364 -1%
Baird Financial Group
147
Baird Financial Group
Wisconsin
$20M 308,370 -4,347 -1%
Corient Private Wealth
148
Corient Private Wealth
Florida
$19.9M 306,876 +8,038 +3%
VanEck Associates
149
VanEck Associates
New York
$19.4M 299,997 -16,190 -5%
SOMRS
150
State of Michigan Retirement System
Michigan
$19.3M 298,923 -900 -0.3%
4 5
6
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