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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 %
FHA
151
First Horizon Advisors
Tennessee
$19.2M 297,256 +4,089 +1%
Creative Planning
152
Creative Planning
Kansas
$19.1M 295,850 +12,570 +4%
OPS
153
Orion Portfolio Solutions
Nebraska
$18.8M 290,390 +19,290 +7%
BCI
154
Brinker Capital Investments
Pennsylvania
$18.8M 290,390 +19,290 +7%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$18.5M 286,367 +80,065 +39%
CWM
156
Cahaba Wealth Management
Georgia
$18.5M 285,545 +20,340 +8%
Comerica Bank
157
Comerica Bank
Texas
$18.2M 281,707 +260,807 +1,248%
AWM
158
AE Wealth Management
Kansas
$18.2M 280,559 +3,627 +1%
American Century Companies
159
American Century Companies
Missouri
$18.1M 280,345 -54,103 -16%
AIG
160
American International Group
New York
$18.1M 279,365 -6,183 -2%
AB
161
Amalgamated Bank
New York
$18M 278,107 -2,944 -1%
CII
162
Capital International Inc
California
$18M 278,039 +9,688 +4%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$17.6M 271,314 -9,325 -3%
MIM
164
MetLife Investment Management
New Jersey
$17.5M 269,729 -7,024 -3%
SG Americas Securities
165
SG Americas Securities
New York
$17.2M 265,059 +180,566 +214%
DnB Asset Management
166
DnB Asset Management
Norway
$16.9M 260,713 +2,128 +0.8%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$16.8M 260,110 -7,645 -3%
Public Sector Pension Investment Board (PSP Investments)
168
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.4M 253,929 +14,203 +6%
RFC
169
Regions Financial Corp
Alabama
$16.3M 251,942 -4,778 -2%
Retirement Systems of Alabama
170
Retirement Systems of Alabama
Alabama
$16M 246,584 -1,238 -0.5%
FCI
171
Financial Counselors Inc
Kansas
$15.7M 243,238 +2,569 +1%
VV
172
Verity & Verity
South Carolina
$15.4M 237,181 +3,921 +2%
DIA
173
Davidson Investment Advisors
Montana
$15.3M 236,995 +469 +0.2%
CGIM
174
Capital Group Investment Management
Singapore
$15M 231,522 -79,478 -26%
FMLI
175
Fukoku Mutual Life Insurance
Japan
$15M 231,005 +1,657 +0.7%
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