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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
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 Market Value Shares Shares
Change 		Shares
Change %
ACM
1576
Antonetti Capital Management
Florida
$49.2K 760 – –
HBW
1577
Hazlett, Burt & Watson
West Virginia
$49K 758 -273 -26%
JFGIW
1578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48.7K 753 +444 +144%
AAP
1579
Arax Advisory Partners
Colorado
$47.9K 740 +7 +1%
RFA
1580
Resurgent Financial Advisors
Georgia
$46.3K 715 +1 +0.1%
CH
1581
Canton Hathaway
Rhode Island
$46K 705 – –
Simplex Trading
1582
Simplex Trading
Illinois
$46K 724 +724 New
FCMT
1583
Founders Capital Management (Texas)
Texas
$45.3K 700 – –
LFG
1584
Larson Financial Group
Missouri
$44.6K 689 +265 +63%
WPWM
1585
Western Pacific Wealth Management
Illinois
$43.3K 669 – –
WTG
1586
West Tower Group
Virginia
$43.2K 668 +668 New
HB
1587
Horizon Bancorp
Indiana
$43K 668 -1,132 -63%
GTAM
1588
Global Trust Asset Management
Florida
$42.9K 663 – –
AWM
1589
Atticus Wealth Management
Florida
$42.2K 652 +152 +30%
YAL
1590
Your Advocates Ltd
Texas
$42.1K 650 +650 New
APC
1591
Aspire Private Capital
North Carolina
$42.1K 650 -21 -3%
WTA
1592
Washington Trust Advisors
Massachusetts
$42.1K 650 – –
BAAM
1593
Baker Avenue Asset Management
California
$41.8K 646 -115 -15%
VCM
1594
Versant Capital Management
Arizona
$41.7K 644 -1,603 -71%
PSB
1595
Piscataqua Savings Bank
New Hampshire
$41.4K 640 – –
CB
1596
CNB Bank
Pennsylvania
$40.6K 628 +572 +1,021%
HWM
1597
HighMark Wealth Management
Minnesota
$40.2K 621 -100 -14%
HCM
1598
Highlander Capital Management
New Jersey
$40K 620 +400 +182%
WB
1599
Webster Bank
Connecticut
$38.6K 596 – –
CWA
1600
Carolina Wealth Advisors
South Carolina
$38.4K 594 – –
62 63
64
65 66