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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 %
WWM
1651
Wolff Wiese Magana
California
$15.4K 238 +1 +0.4%
GFPC
1652
Global Financial Private Client
Florida
$14.6K 233 – –
NECFA
1653
New England Capital Financial Advisors
Connecticut
$14.1K 218 +36 +20%
EBA
1654
Eagle Bay Advisors
New York
$14K 217 -33 -13%
IWP
1655
IAG Wealth Partners
Wisconsin
$13.4K 207 – –
TFGT
1656
TS Financial Group (TSFG)
Illinois
$13K 204 – –
WAS
1657
Winch Advisory Services
Wisconsin
$13K 208 +2 +1%
CBT
1658
CoreFirst Bank & Trust
Kansas
$12.9K 200 -198 -50%
HC
1659
Hoese & Co
Minnesota
$12.9K 200 – –
EL
1660
EMFO LLC
Florida
$12.9K 200 – –
IPW
1661
Impact Partnership Wealth
Georgia
$12.9K 200 +125 +167%
MIA
1662
Milestone Investment Advisors
Wisconsin
$12.9K 200 +200 New
CJL
1663
Cyrus J. Lawrence
New York
$12K 200 – –
PK
1664
Pflug Koory
Nebraska
$10.7K 165 – –
FIM
1665
FWL Investment Management
Texas
$10.7K 165 +165 New
FFL
1666
Financial Freedom LLC
Ohio
$10.2K 158 – –
PWMG
1667
Provence Wealth Management Group
California
$9.32K 144 +144 New
SC
1668
Steph & Co
Wisconsin
$9.06K 140 – –
TVWM
1669
Tower View Wealth Management
Wisconsin
$9K 141 +2 +1%
KFI
1670
Key Financial Inc
Pennsylvania
$8.93K 138 – –
CTWM
1671
Cherry Tree Wealth Management
Minnesota
$7.83K 121 +121 New
AI
1672
AXS Investments
New York
$7.57K 117 -296 -72%
GWM
1673
Guardian Wealth Management
Illinois
$7.22K 111 +1 +0.9%
KFP
1674
KB Financial Partners
New Jersey
$7K 102 – –
T
1675
TOBAM
France
$6K 92 +92 New
65 66
67
68 69