SO icon

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 %
CIM
1726
Chiron Investment Management
New York
– – -8,841 Closed
PSP
1727
Principal Street Partners
Tennessee
– – -8,487 Closed
AT
1728
Arvest Trust
Oklahoma
– – -8,258 Closed
VWA
1729
V Wealth Advisors
Kansas
– – -8,224 Closed
KI
1730
Kapitalo Investimentos
Brazil
– – -8,026 Closed
SWIG
1731
Strategic Wealth Investment Group
Kentucky
– – -7,970 Closed
CAS
1732
CTC Alternative Strategies
Illinois
– – -7,900 Closed
MA
1733
MJP Associates
Connecticut
– – -7,621 Closed
USCWA
1734
U.S. Capital Wealth Advisors
Texas
– – -7,574 Closed
KFA
1735
Krane Funds Advisors
New York
– – -7,531 Closed
MHS
1736
M Holdings Securities
Oregon
– – -6,853 Closed
ST
1737
Sabal Trust
Florida
– – -6,630 Closed
TW
1738
Transform Wealth
Colorado
– – -6,605 Closed
CWM
1739
Cordatus Wealth Management
Pennsylvania
– – -5,991 Closed
SM
1740
Sciencast Management
New Jersey
– – -5,946 Closed
DFCM
1741
Dark Forest Capital Management
Puerto Rico
– – -5,315 Closed
FFA
1742
Founders Financial Alliance
North Carolina
– – -5,208 Closed
PI
1743
PineBridge Investments
New York
– – -4,879 Closed
PTP
1744
Platform Technology Partners
New York
– – -4,808 Closed
RFN
1745
Redwood Financial Network
Ohio
– – -4,737 Closed
RCM
1746
RNC Capital Management
California
– – -4,707 Closed
XC
1747
XY Capital
Hong Kong
– – -4,400 Closed
CCT
1748
Capital City Trust
Florida
– – -4,351 Closed
HS
1749
Horan Securities
United States
– – -3,978 Closed
AC
1750
ASB Consultores
Florida
– – -3,978 Closed
68 69
70
71 72