SO icon

Southern Company
SO

Overview Fund Activity

1,829 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, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
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
710
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 Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
$2.07M -$21.1K -301 -1%
BSW
552
Buckingham Strategic Wealth
Missouri
$2.06M +$172K +2,446 +9%
JCM
553
Jacobi Capital Management
Pennsylvania
$2.05M +$34.6K +493 +2%
CF
554
Centaurus Financial
California
$2.04M -$166K -2,371 -8%
USCWA
555
U.S. Capital Wealth Advisors
Texas
$2.04M +$2.04M +29,046 New
DCM
556
Donaldson Capital Management
Indiana
$2.03M -$152K -2,164 -7%
CFGS
557
Concourse Financial Group Securities
Alabama
$2.03M +$29.4K +419 +1%
VCA
558
Verdence Capital Advisors
Maryland
$2.02M -$1.19K -17 -0.1%
TI
559
Tidal Investments
Wisconsin
$2.01M +$541K +7,721 +37%
FCB
560
First County Bank
Connecticut
$2.01M -$373K -5,322 -16%
ET
561
Equitable Trust
Tennessee
$2.01M +$342K +4,884 +21%
D
562
Diversified
Delaware
$1.99M +$38.6K +550 +2%
HI
563
Harbour Investments
Wisconsin
$1.99M +$86K +1,226 +5%
FCCM
564
First City Capital Management
Georgia
$1.98M +$10.2K +145 +0.5%
FI
565
FJ Investments
Utah
$1.97M +$1.97M +28,083 New
DTL
566
Dynamic Technology Lab
Singapore
$1.96M +$383K +5,466 +24%
IW
567
Imprint Wealth
South Carolina
$1.96M -$29.8K -425 -2%
FTDI
568
First Trust Direct Indexing
Massachusetts
$1.96M +$301K +4,297 +18%
HW
569
Hancock Whitney
Mississippi
$1.96M -$55.5K -792 -3%
NB
570
NBT Bank
New York
$1.95M +$200K +2,847 +11%
FPFS
571
First Personal Financial Services
North Carolina
$1.95M +$1.79M +25,593 +1,172%
RWM
572
Rockline Wealth Management
New York
$1.95M +$1.95M +27,744 New
1832 Asset Management
573
1832 Asset Management
Ontario, Canada
$1.94M +$56.4K +805 +3%
SCA
574
Snowden Capital Advisors
New York
$1.93M -$491 -7 -0%
TA
575
TFG Advisers
Michigan
$1.93M +$47.6K +679 +3%
21 22
23
24 25