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 %
CFO
1801
CVA Family Office
Colorado
– – -2,343 Closed
CSS
1802
Cubist Systematic Strategies
Connecticut
– – -2,226 Closed
PIAS
1803
PCA Investment Advisory Services
Ohio
– – -1,978 Closed
AIM
1804
Achmea Investment Management
Netherlands
– – -1,890 Closed
BAM
1805
Bosun Asset Management
Illinois
– – -1,434 Closed
SSG
1806
Summit Securities Group
New York
– – -1,424 Closed
CWA
1807
Clearview Wealth Advisors
Oregon
– – -1,273 Closed
NEAM
1808
New England Asset Management
Connecticut
– – -1,000 Closed
WAM
1809
Worth Asset Management
Texas
– – -641 Closed
VWM
1810
Valley Wealth Managers
New Jersey
– – -300 Closed
TFP
1811
Tilia Fiduciary Partners
North Carolina
– – -224 Closed
SF
1812
Safeguard Financial
Wisconsin
– – -208 Closed
Loomis, Sayles & Company
1813
Loomis, Sayles & Company
Massachusetts
– – -85 Closed
TAIM
1814
TD Ameritrade Investment Management
Nebraska
– – -72 Closed
DI
1815
Disciplined Investments
Oklahoma
– – -39 Closed
RI
1816
Ridgewood Investments
New Jersey
– – -35 Closed
2L
1817
25 LLC
Missouri
– – -17 Closed
SA
1818
SpiderRock Advisors
Delaware
– – – –
HCM
1819
Hodges Capital Management
Texas
– – – –
PMEF
1820
Point72 Middle East FZE
United Arab Emirates
– – – –
HT
1821
HAP Trading
New York
– – – –
IMC Chicago
1822
IMC Chicago
Illinois
– – – –
Twin Tree Management
1823
Twin Tree Management
Texas
– – – –
Capital Fund Management (CFM)
1824
Capital Fund Management (CFM)
France
– – – –
Parallax Volatility Advisers
1825
Parallax Volatility Advisers
California
– – – –
70 71 72
73
74