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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
1
Capital International Investors
California
$695M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$485M
3
Ameriprise
3
Ameriprise
Minnesota
$488M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.52B
5
Cohen & Steers
5
Cohen & Steers
New York
$163M

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 Holding Trade Value Shares
Change 		Shares
Change %
MA
1501
MCF Advisors
Kentucky
$132K +$32.4K +500 +32%
TFM
1502
TFC Financial Management
Massachusetts
$131K +$324 +5 +0.2%
TC
1503
Truvestments Capital
Florida
$130K +$129 +2 +0.1%
QPBE
1504
Quintet Private Bank (Europe)
Luxembourg
$129K +$1.1K +17 +0.9%
ST
1505
Smithfield Trust
Pennsylvania
$128K – – –
JGIA
1506
Jackson Grant Investment Advisers
Connecticut
$125K +$1.17K +18 +0.9%
DMBA
1507
Deseret Mutual Benefit Administrators
Utah
$125K -$18.3K -282 -13%
RTC
1508
Riverview Trust Company
Washington
$121K – – –
CB
1509
Community Bank
New York
$120K -$1.29K -20 -1%
WAM
1510
WFA Asset Management
Wisconsin
$119K +$906 +14 +0.8%
TFA
1511
Toth Financial Advisory
Virginia
$119K -$39K -602 -25%
WPA
1512
West Paces Advisors
Georgia
$119K -$1.55K -24 -1%
WT
1513
Whittier Trust
California
$115K +$12.5K +193 +12%
OA
1514
Operose Advisors
Wisconsin
$113K +$38.9K +601 +53%
SCM
1515
Silvant Capital Management
Georgia
$112K – – –
VAG
1516
VisionPoint Advisory Group
Texas
$111K +$86.5K +1,337 +354%
MCM
1517
Manchester Capital Management
Vermont
$110K +$2.91K +45 +3%
CT
1518
Colonial Trust
South Carolina
$110K -$24.2K -374 -18%
ITIM
1519
Indiana Trust & Investment Management
Indiana
$109K +$109K +1,686 New
HL
1520
HeadInvest LLC
Maine
$108K +$108K +1,719 New
PGAM
1521
Princeton Global Asset Management
New Jersey
$108K – – –
CFFP
1522
Center for Financial Planning
Michigan
$107K – – –
WSCM
1523
Wellington Shields Capital Management
New York
$107K +$6.67K +103 +7%
CWM
1524
Compass Wealth Management
Connecticut
$105K – – –
CCA
1525
Column Capital Advisors
Indiana
$104K +$65 +1 +0.1%
59 60
61
62 63