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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 %
OPERF
326
Oregon Public Employees Retirement Fund
Oregon
$5.97M 85,096 +655 +0.8%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$5.95M 84,832 +903 +1%
Fisher Asset Management
328
Fisher Asset Management
Washington
$5.93M 84,587 -3,617 -4%
Neuberger Berman Group
329
Neuberger Berman Group
New York
$5.84M 83,344 -6,768 -8%
CTC
330
Central Trust Company
Missouri
$5.84M 83,316 -642 -0.8%
SIG
331
Sky Investment Group
Connecticut
$5.76M 82,117 +39 +0%
EWM
332
Executive Wealth Management
Michigan
$5.69M 81,094 +81,094 New
OPTFSNA
333
Old Point Trust & Financial Services N A
Virginia
$5.67M 80,906 -485 -0.6%
CWM
334
Chronos Wealth Management
Florida
$5.64M 80,472 -257 -0.3%
DAS
335
Dynamic Advisor Solutions
Arizona
$5.49M 76,685 +43,507 +131%
AFG
336
Albion Financial Group
Utah
$5.47M 77,989 +193 +0.2%
PFS
337
Prospera Financial Services
Texas
$5.4M 77,058 +10,724 +16%
TNBTD
338
Trustmark National Bank Trust Department
Mississippi
$5.4M 76,981 -813 -1%
HNB
339
Huntington National Bank
Ohio
$5.36M 76,488 -1,761 -2%
CAM
340
Carret Asset Management
New York
$5.35M 76,244 -273 -0.4%
AIM
341
Anchor Investment Management
South Carolina
$5.3M 75,612 -608 -0.8%
BRWA
342
B. Riley Wealth Advisors
Florida
$5.28M 75,293 -3,343 -4%
WA
343
Waverly Advisors
Alabama
$5.26M 74,983 -7,310 -9%
BWFA
344
Baltimore-Washington Financial Advisors
Maryland
$5.24M 74,758 +3,128 +4%
TCM
345
Telos Capital Management
California
$5.22M 74,512 +2,968 +4%
OC
346
Oppenheimer & Co
New York
$5.22M 74,422 +2,848 +4%
HWAM
347
Hennion & Walsh Asset Management
New Jersey
$5.19M 74,076 -1,964 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$5.16M 73,554 +21,972 +43%
HIMCH
349
Hartford Investment Management Co (HIMCO)
Connecticut
$5.15M 73,498 -2,120 -3%
KBC Group
350
KBC Group
Belgium
$5.13M 73,212 +2,428 +3%
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