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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 %
CIC
1751
Cornercap Investment Counsel
Georgia
– – -3,909 Closed
SFP
1752
Sweet Financial Partners
Minnesota
– – -3,806 Closed
AWP
1753
Atlas Wealth Partners
Pennsylvania
– – -3,772 Closed
HWA
1754
HCR Wealth Advisors
California
– – -3,708 Closed
CRG
1755
Cornerstone Retirement Group
Nevada
– – -3,581 Closed
RFS
1756
Retirement Financial Solutions
Tennessee
– – -3,570 Closed
TCWM
1757
Total Clarity Wealth Management
Illinois
– – -3,547 Closed
VCP
1758
Verus Capital Partners
Arizona
– – -3,481 Closed
HR
1759
Howe & Rusling
New York
– – -3,478 Closed
BHPW
1760
Beverly Hills Private Wealth
California
– – -3,468 Closed
FFBTD
1761
First Financial Bank - Trust Division
Ohio
– – -3,432 Closed
GMA
1762
Glassy Mountain Advisors
Maryland
– – -3,331 Closed
CFCI
1763
Comprehensive Financial Consultants Institutional
Indiana
– – -3,315 Closed
ESCM
1764
Echo Street Capital Management
New York
– – -3,245 Closed
ACP
1765
Aveo Capital Partners
Colorado
– – -3,220 Closed
BONST
1766
Bank of Nova Scotia Trust
Ontario, Canada
– – -3,160 Closed
HCM
1767
Howard Capital Management
Georgia
– – -3,142 Closed
IAMOG
1768
Investors Asset Management of Georgia
Georgia
– – -3,126 Closed
AAS
1769
Annex Advisory Services
Wisconsin
– – -3,104 Closed
BOS
1770
Bank of Stockton
California
– – -3,075 Closed
EIP
1771
Ellis Investment Partners
Pennsylvania
– – -3,068 Closed
LA
1772
Latitude Advisors
Florida
– – -3,042 Closed
CTFG
1773
Capstone Triton Financial Group
Oklahoma
– – -3,022 Closed
SAG
1774
SageView Advisory Group
California
– – -3,017 Closed
MFS
1775
Madrona Financial Services
Washington
– – -3,014 Closed
69 70
71
72 73