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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 %
MLA
1626
MB, Levis & Associates
Pennsylvania
$26.9K 415 +1 +0.2%
FCT
1627
First Community Trust
Iowa
$25.9K 400 – –
CSWM
1628
Cassady Schiller Wealth Management
Ohio
$24.6K 380 -150 -28%
JMF
1629
Johnson Midwest Financial
Iowa
$23.6K 365 – –
CA
1630
Centerpoint Advisors
Massachusetts
$23K 362 +346 +2,163%
CCM
1631
Chilton Capital Management
Texas
$22.8K 352 – –
RDFA
1632
Ritter Daniher Financial Advisory
Ohio
$22.7K 350 – –
FWA
1633
FSC Wealth Advisors
New York
$22.5K 348 +348 New
GKIM
1634
GW&K Investment Management
Massachusetts
$22K 337 -2 -0.6%
CWM
1635
Cedar Wealth Management
California
$21.6K 334 – –
RG
1636
Retirement Group
California
$21.1K 187 +104 +125%
VNA
1637
Valley National Advisers
Pennsylvania
$21K 321 +100 +45%
NCM
1638
Northwest Capital Management
Oregon
$20.5K 316 – –
MBFW
1639
Morton Brown Family Wealth
Pennsylvania
$20.3K 314 – –
TCPG
1640
Trivant Custom Portfolio Group
California
$19.4K 300 – –
EWM
1641
Evermay Wealth Management
Virginia
$19.4K 300 – –
CG
1642
Cutler Group
California
$19K 304 +304 New
KFS
1643
Kelly Financial Services
Massachusetts
$18.5K 286 +3 +1%
AFS
1644
Annapolis Financial Services
Maryland
$18.1K 280 – –
SFG
1645
Steward Financial Group
Texas
$17K 266 -3 -1%
CYG
1646
Clean Yield Group
Vermont
$16.8K 250 – –
FP
1647
Financial Perspectives
Minnesota
$16.6K 256 – –
CBT
1648
Central Bank & Trust
Kentucky
$16.2K 250 – –
MWA
1649
Miller Wealth Advisors
Colorado
$16.2K 250 – –
BC
1650
Belmont Capital
California
$15.4K 238 +2 +0.8%
64 65
66
67 68