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Southern Company
SO

Overview Fund Activity

1,828 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.8%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
301
Insight Folios
North Carolina
$6.47M 92,255 +3,919 +4%
PWP
302
Principle Wealth Partners
Connecticut
$6.46M 92,163 +1,736 +2%
FPB
303
First PREMIER Bank
South Dakota
$6.45M 91,971 -525 -0.6%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$6.4M 91,325 -7,031 -7%
AF
305
Alerus Financial
North Dakota
$6.39M 91,074 +1,549 +2%
TNB
306
Thomasville National Bank
Georgia
$6.38M 91,046 +700 +0.8%
William Blair & Company
307
William Blair & Company
Illinois
$6.34M 90,483 +898 +1%
CM
308
Churchill Management
California
$6.32M 90,102 +39 +0%
ZP
309
Zimmer Partners
New York
$6.31M 90,000 -1,151,485 -93%
CA
310
Cornerstone Advisors
North Carolina
$6.31M 90,000 -19,000 -17%
Wealthfront Advisers
311
Wealthfront Advisers
California
$6.3M 89,805 -1,420 -2%
AMIM
312
Aull & Monroe Investment Management
Alabama
$6.27M 89,366 -785 -0.9%
AWS
313
Atria Wealth Solutions
New York
$6.2M 88,390 +2,059 +2%
AAS
314
Avantax Advisory Services
Texas
$6.19M 88,343 +4,962 +6%
KP
315
Keel Point
Alabama
$6.17M 87,970 -2,564 -3%
IA
316
IFG Advisory
Georgia
$6.14M 87,591 +1,436 +2%
KRS
317
Kentucky Retirement Systems
Kentucky
$6.12M 87,261 +4,863 +6%
MIA
318
MainStreet Investment Advisors
Illinois
$6.11M 87,183 -3,234 -4%
GI
319
GLOBALT Investments
Georgia
$6.09M 86,895 +86,895 New
WW
320
Windle Wealth
Oklahoma
$6.07M 86,519 -1,373 -2%
MCM
321
MAI Capital Management
Ohio
$6.05M 86,243 +58,691 +213%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$6.04M 86,182 -1,468 -2%
BCM
323
Bayesian Capital Management
New York
$6.01M 85,719 +85,719 New
UB
324
UMB Bank
Missouri
$6M 85,597 -16,832 -16%
MGIM
325
M&G Investment Management
United Kingdom
$6M 85,697 – –
11 12
13
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