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Southern Company
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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 %
CAC
201
Core Alternative Capital
Georgia
$11.8M 182,035 -15,962 -8%
ACG
202
Aventail Capital Group
New York
$11.8M 181,799 +181,799 New
YCM
203
Yousif Capital Management
Michigan
$11.6M 179,295 -5,460 -3%
ERIM
204
Eagle Ridge Investment Management
Connecticut
$11.4M 176,080 +25 +0%
CWM
205
C2C Wealth Management
Arizona
$11.4M 182,246 – –
ACA
206
Aptus Capital Advisors
Alabama
$11.4M 175,506 +9,192 +6%
CIA
207
CCM Investment Advisers
South Carolina
$11.2M 172,358 +4,348 +3%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$11M 170,192 +9,429 +6%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$11M 170,069 -8,836 -5%
LIM
210
Leavell Investment Management
Alabama
$11M 169,367 +9,240 +6%
GC
211
Guggenheim Capital
Illinois
$10.9M 168,722 -38,480 -19%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$10.9M 167,988 -7,889 -4%
IMPI
213
Ilmarinen Mutual Pension Insurance
Finland
$10.7M 166,000 +125,000 +305%
Cerity Partners
214
Cerity Partners
New York
$10.6M 163,637 -76,281 -32%
HWM
215
HB Wealth Management
Georgia
$10.6M 163,430 -16,812 -9%
BCM
216
Becker Capital Management
Oregon
$10.5M 162,263 +984 +0.6%
SI
217
Stephens Inc
Arkansas
$10.5M 162,073 +12,259 +8%
SOADOR
218
State of Alaska Department of Revenue
Alaska
$10.5M 161,750 -5,300 -3%
RT
219
Rockland Trust
Massachusetts
$10.4M 161,052 +1,719 +1%
Walleye Capital
220
Walleye Capital
New York
$10.4M 160,559 +84,085 +110%
ProShare Advisors
221
ProShare Advisors
Maryland
$10.4M 160,101 -7,356 -4%
Allianz Asset Management
222
Allianz Asset Management
Germany
$10.1M 156,732 -177,023 -53%
NYLIM
223
New York Life Investment Management
New York
$10.1M 155,841 +1,055 +0.7%
M&T Bank
224
M&T Bank
New York
$10.1M 155,696 -7,567 -5%
MOACM
225
Mutual of America Capital Management
New York
$9.87M 152,551 -4,243 -3%
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