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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 %
PPWM
1676
PFG Private Wealth Management
Florida
$5.83K 90 -183 -67%
FFC
1677
First Financial Corp
Indiana
$5.5K 85 – –
CFS
1678
CGC Financial Services
Oregon
$3.88K 60 – –
PO
1679
Private Ocean
California
$3.88K 60 – –
AWA
1680
Authentikos Wealth Advisory
California
$3.5K 54 +54 New
GI
1681
GS Investments
Minnesota
$3.3K 51 – –
DWMG
1682
DB Wealth Management Group
California
$3.24K 50 – –
AP
1683
Arlington Partners
Alabama
$3.11K 48 -3,625 -99%
AT
1684
Arlington Trust
Alabama
$3.11K 48 +48 New
ACA
1685
Atlas Capital Advisors
Wyoming
$3.04K 47 – –
PCTC
1686
Perkins Coie Trust Company
Washington
$2.39K 37 +37 New
ECM
1687
Everence Capital Management
Indiana
$2.33K 36,061 – –
HCM
1688
Hollencrest Capital Management
California
$1.94K 30 – –
PS
1689
PayPay Securities
Japan
$1.94K 30 +1 +3%
WA
1690
WestEnd Advisors
North Carolina
$1.81K 28 +28 New
SIC
1691
SJS Investment Consulting
Ohio
$1.75K 27 +3 +13%
NMG
1692
New Millennium Group
Utah
$1.75K 27 -40 -60%
TCA
1693
Trifecta Capital Advisors
Illinois
$1.49K 23 – –
UFF
1694
USA Financial Formulas
Michigan
$1.49K 23 – –
FA
1695
Financial Avengers
California
$1.34K 21 +1 +5%
DWA
1696
Delos Wealth Advisors
Texas
$1.22K 18 – –
BFP
1697
Briaud Financial Planning
Texas
$1K 30 +30 New
TWP
1698
TFO Wealth Partners
Ohio
$913 13 +13 New
OCM
1699
Orion Capital Management
California
$906 14 +14 New
TWD
1700
True Wealth Design
Ohio
$777 12 – –
66 67
68
69 70