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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 %
SC
1776
Schubert & Co
Texas
– – -3,014 Closed
V
1777
VeraBank
Texas
– – -3,012 Closed
JIC
1778
Joel Isaacson & Co
New York
– – -3,011 Closed
AMAL
1779
Asset Management Advisors LLC
Oklahoma
– – -3,000 Closed
NWM
1780
Northcape Wealth Management
New York
– – -2,997 Closed
EFSCE
1781
Enterprise Financial Services Corp (EFSC)
Missouri
– – -2,990 Closed
3IP
1782
3Chopt Investment Partners
Virginia
– – -2,984 Closed
OFG
1783
Oxford Financial Group
Indiana
– – -2,980 Closed
MA
1784
MBA Advisors
Pennsylvania
– – -2,971 Closed
MPI
1785
Mairs & Power Inc
Minnesota
– – -2,960 Closed
FWM
1786
Forefront Wealth Management
Pennsylvania
– – -2,951 Closed
CFS
1787
CRA Financial Services
New Jersey
– – -2,950 Closed
APG
1788
Abacus Planning Group
South Carolina
– – -2,944 Closed
CCM
1789
Chickasaw Capital Management
Tennessee
– – -2,932 Closed
AOWM
1790
Alpha Omega Wealth Management
Virginia
– – -2,932 Closed
HIC
1791
Harvey Investment Company
Kentucky
– – -2,926 Closed
UF
1792
Univest Financial
Pennsylvania
– – -2,926 Closed
SCM
1793
Stordahl Capital Management
Colorado
– – -2,914 Closed
VFA
1794
Voya Financial Advisors
Connecticut
– – -2,903 Closed
WIC
1795
Wilkins Investment Counsel
Massachusetts
– – -2,900 Closed
HFA
1796
High Falls Advisors
New York
– – -2,893 Closed
NRW
1797
Nova R Wealth
Kansas
– – -2,889 Closed
BAM
1798
Berkshire Asset Management
Pennsylvania
– – -2,888 Closed
RPGK
1799
Retirement Planning Group (Kansas)
Kansas
– – -2,863 Closed
AC
1800
Apella Capital
Connecticut
– – -2,847 Closed
70 71
72
73 74