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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 %
SPWM
1701
Spartan Planning & Wealth Management
North Carolina
$194 3 +3 New
Point72 Asset Management
1702
Point72 Asset Management
Connecticut
– – -2,260,610 Closed
Renaissance Technologies
1703
Renaissance Technologies
New York
– – -270,300 Closed
MAM
1704
Martingale Asset Management
Massachusetts
– – -97,754 Closed
CS
1705
Clear Street
New York
– – -71,600 Closed
BCM
1706
Bayesian Capital Management
New York
– – -67,274 Closed
TC
1707
TwinBeech Capital
New York
– – -57,967 Closed
LIP
1708
Lighthouse Investment Partners
Florida
– – -55,653 Closed
AAF
1709
Andra AP-fonden
Sweden
– – -46,400 Closed
Nomura Holdings
1710
Nomura Holdings
Japan
– – -36,970 Closed
V
1711
Veritable
Delaware
– – -34,664 Closed
IFU
1712
iSAM Funds (UK)
United Kingdom
– – -28,460 Closed
ECA
1713
Elevated Capital Advisors
Utah
– – -24,377 Closed
CC
1714
Centiva Capital
New York
– – -23,788 Closed
MTC
1715
Matrix Trust Company
Colorado
– – -21,420 Closed
CC
1716
Cipher Capital
New York
– – -19,620 Closed
XT
1717
XTX Topco
Cayman Islands
– – -17,775 Closed
CIAS
1718
CFS Investment Advisory Services
New Jersey
– – -16,276 Closed
PA
1719
PFG Advisors
Arizona
– – -15,407 Closed
VIA
1720
Vident Investment Advisory
Georgia
– – -13,541 Closed
VAS
1721
Vestmark Advisory Solutions
Massachusetts
– – -10,149 Closed
SW
1722
Simplicity Wealth
New Jersey
– – -9,637 Closed
LWM
1723
Laidlaw Wealth Management
New York
– – -9,630 Closed
JFG
1724
Jefferies Financial Group
New York
– – -9,445 Closed
FDS
1725
First Dallas Securities
Texas
– – -8,990 Closed
67 68
69
70 71