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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 %
DADC
351
D.A. Davidson & Co
Montana
$5.12M 73,033 +650 +0.9%
NGA
352
Naples Global Advisors
Florida
$5.11M 72,822 -161 -0.2%
SBWIC
353
Schaper Benz & Wise Investment Counsel
Wisconsin
$5M 71,359 -6,436 -8%
VPIM
354
Vanguard Personalized Indexing Management
California
$5M 71,258 -11,481 -14%
SDIC
355
South Dakota Investment Council
South Dakota
$4.99M 71,106 -1,800 -2%
MWM
356
Moran Wealth Management
Florida
$4.98M 71,027 -158,509 -69%
CM
357
Crestline Management
Texas
$4.93M 70,252 -69,314 -50%
CMP
358
Coston McIsaac & Partners
Maine
$4.93M 70,241 +2,324 +3%
CA
359
Carson Advisory
Georgia
$4.92M 70,228 -539 -0.8%
Lido Advisors
360
Lido Advisors
California
$4.9M 69,815 -2,370 -3%
SAM
361
Securian Asset Management
Minnesota
$4.84M 69,023 -9,235 -12%
PAM
362
Panagora Asset Management
Massachusetts
$4.83M 68,947 +12 +0%
CCM
363
Coldstream Capital Management
Washington
$4.81M 68,550 +2,607 +4%
MMPW
364
Mitchell McLeod Pugh & Williams
Alabama
$4.75M 67,689 -1,060 -2%
AIS
365
AM Investment Strategies
Tennessee
$4.72M 67,301 +206 +0.3%
IIM
366
Intact Investment Management
Quebec, Canada
$4.71M 67,200 – –
BCM
367
Brookstone Capital Management
Illinois
$4.71M 67,167 +454 +0.7%
MC
368
Moors & Cabot
Massachusetts
$4.7M 66,965 +466 +0.7%
NS
369
NBC Securities
Alabama
$4.68M 66,794 +6,491 +11%
IG
370
ING Group
Netherlands
$4.67M 66,552 -72,400 -52%
CBTWT
371
Community Bank & Trust (Waco, Texas)
Texas
$4.66M 66,516 +2,256 +4%
LK
372
Lumbard & Kellner
New Hampshire
$4.66M 66,501 +66,501 New
IFAM
373
Institutional & Family Asset Management
Colorado
$4.66M 66,499 -7,057 -10%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$4.65M 66,350 +42,397 +177%
LFAS
375
Level Four Advisory Services
Texas
$4.64M 66,229 +1,676 +3%
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