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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
Zimmer Partners
New York
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
576
Adalta Capital Management
New York
$1.91M – – –
JWCA
577
J.W. Cole Advisors
Florida
$1.89M +$256K +3,646 +16%
EL
578
Essex LLC
Illinois
$1.89M +$31K +442 +2%
MA
579
Mutual Advisors
Nebraska
$1.89M +$111K +1,580 +6%
Assenagon Asset Management
580
Assenagon Asset Management
Luxembourg
$1.89M +$196K +2,800 +12%
KWM
581
Kingsview Wealth Management
Oregon
$1.87M -$133K -1,894 -7%
EWA
582
EverSource Wealth Advisors
Alabama
$1.86M +$875K +12,478 +89%
ACM
583
Argyle Capital Management
Pennsylvania
$1.86M -$491K -7,000 -21%
PTC
584
Private Trust Company
Ohio
$1.86M +$275K +3,920 +17%
RIA
585
Regal Investment Advisors
Michigan
$1.86M -$51.1K -729 -3%
SGAM
586
Smith Group Asset Management
Texas
$1.84M +$1.84M +26,178 New
KWA
587
Kingswood Wealth Advisors
California
$1.82M +$1.31M +18,717 +258%
OPA
588
Old Port Advisors
Maine
$1.81M +$10.6K +151 +0.6%
BCA
589
Bay Colony Advisors
Massachusetts
$1.8M +$238K +3,390 +15%
JGUA
590
John G. Ullman & Associates
New York
$1.8M – – –
DPAM
591
Degroof Petercam Asset Management
Belgium
$1.8M +$1.8M +25,679 New
KA
592
Keene & Associates
Texas
$1.79M +$17K +243 +1%
IMCOOI
593
Investment Management Corp of Ontario (IMCO)
Canada
$1.78M +$1.78M +25,442 New
CSS
594
Cubist Systematic Strategies
Connecticut
$1.78M +$1.78M +25,381 New
EP
595
Edgestream Partners
New Jersey
$1.76M +$677K +9,650 +62%
AAIM
596
American Assets Investment Management
California
$1.75M – – –
IWM
597
IHT Wealth Management
Illinois
$1.75M -$2.1K -30 -0.1%
AWP
598
Ascent Wealth Partners
New York
$1.74M +$8.41K +120 +0.5%
NI
599
Nepsis Inc
Minnesota
$1.74M -$64.4K -918 -4%
ADL
600
Asset Dedication LLC
California
$1.74M -$21.9K -312 -1%
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