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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 %
MWM
176
Moran Wealth Management
Florida
$14.9M 229,536 +8,314 +4%
GW
177
GW & Wade
Massachusetts
$14.7M 227,277 +1,949 +0.9%
TPSF
178
Texas Permanent School Fund
Texas
$14.6M 225,333 -3,314 -1%
UIM
179
USS Investment Management
United Kingdom
$14.4M 221,977 +18,751 +9%
CAMG
180
CWA Asset Management Group
Florida
$14.2M 219,822 +6,792 +3%
Kayne Anderson Rudnick Investment Management
181
Kayne Anderson Rudnick Investment Management
California
$14.2M 218,977 -9,973 -4%
Calamos Advisors
182
Calamos Advisors
Illinois
$14M 217,027 -103 -0%
Janus Henderson Group
183
Janus Henderson Group
United Kingdom
$13.9M 215,351 -52,885 -20%
VI
184
Vestcor Inc
New Brunswick, Canada
$13.9M 214,614 +40,877 +24%
RCYC
185
Richard C. Young & Co
Rhode Island
$13.7M 211,926 +1,393 +0.7%
CGH
186
Crossmark Global Holdings
Texas
$13.6M 203,948 +2,525 +1%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$13.3M 206,245 -10,613 -5%
CAN
188
Cetera Advisor Networks
California
$13.3M 206,023 +2,702 +1%
FGAM
189
Financial Gravity Asset Management
Texas
$13.3M 285 +200 +235%
KAS
190
Kestra Advisory Services
Texas
$13.1M 202,652 -26,289 -11%
CC
191
Covalis Capital
United Kingdom
$12.9M 199,961 +43,169 +28%
NPA
192
Nichols & Pratt Advisers
Massachusetts
$12.7M 196,232 -4,317 -2%
AM
193
AGF Management
Ontario, Canada
$12.6M 194,980 -1,714 -0.9%
CNB
194
Czech National Bank
Czech Republic
$12.3M 190,606 +61,525 +48%
AQR Capital Management
195
AQR Capital Management
Connecticut
$12.2M 188,409 +10,991 +6%
URS
196
Utah Retirement Systems
Utah
$12.1M 187,472 +400 +0.2%
Schroder Investment Management Group
197
Schroder Investment Management Group
United Kingdom
$12.1M 186,246 -10,226 -5%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$12M 185,232 +6,997 +4%
CC
199
Cornerstone Capital
California
$12M 184,875 -3,095 -2%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 183,065 -5,504 -3%
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