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Southern Company
SO

1,837 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 648 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 85

75% more call options, than puts

Call options by funds: $399M | Put options by funds: $228M

11% more capital invested

Capital invested by funds: $44.9B → $49.9B (+$5.03B)

7% more funds holding

Funds holding: 1,709 → 1,837 (+128)

1.69% more ownership

Funds ownership: 63.54% → 65.23% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 713

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
1,837
Holders Change
+128
Holders Change %
+7.49%
% of All Funds
26.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
240
Increased
648
Reduced
713
Closed
85
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$826M
2
Morgan Stanley
Morgan Stanley
New York
+$779M
3
Capital International Investors
Capital International Investors
California
+$392M
4
Marshall Wace
Marshall Wace
United Kingdom
+$107M
5
Barclays
Barclays
United Kingdom
+$92.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$552M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$80.6M
5
ECM
ExodusPoint Capital Management
New York
-$79.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
576
Snowden Capital Advisors
New York
$1.93M -$481 -7 -0%
TA
577
TFG Advisers
Michigan
$1.93M +$46.6K +679 +3%
ACM
578
Adalta Capital Management
New York
$1.91M – – –
JWCA
579
J.W. Cole Advisors
Florida
$1.89M +$250K +3,646 +16%
EL
580
Essex LLC
Illinois
$1.89M +$30.4K +442 +2%
MA
581
Mutual Advisors
Nebraska
$1.89M +$108K +1,580 +6%
Assenagon Asset Management
582
Assenagon Asset Management
Luxembourg
$1.89M +$192K +2,800 +12%
KWM
583
Kingsview Wealth Management
Oregon
$1.87M -$130K -1,894 -7%
EWA
584
EverSource Wealth Advisors
Alabama
$1.86M +$857K +12,478 +89%
ACM
585
Argyle Capital Management
Pennsylvania
$1.86M -$481K -7,000 -21%
PTC
586
Private Trust Company
Ohio
$1.86M +$269K +3,920 +17%
RIA
587
Regal Investment Advisors
Michigan
$1.86M -$50.1K -729 -3%
SGAM
588
Smith Group Asset Management
Texas
$1.84M +$1.8M +26,178 New
KWA
589
Kingswood Wealth Advisors
California
$1.82M +$1.29M +18,717 +258%
OPA
590
Old Port Advisors
Maine
$1.81M +$10.4K +151 +0.6%
BCA
591
Bay Colony Advisors
Massachusetts
$1.8M +$233K +3,390 +15%
JGUA
592
John G. Ullman & Associates
New York
$1.8M – – –
DPAM
593
Degroof Petercam Asset Management
Belgium
$1.8M +$1.76M +25,679 New
KA
594
Keene & Associates
Texas
$1.79M +$16.7K +243 +1%
IMCOOI
595
Investment Management Corp of Ontario (IMCO)
Canada
$1.78M +$1.75M +25,442 New
CSS
596
Cubist Systematic Strategies
Connecticut
$1.78M +$1.74M +25,381 New
EP
597
Edgestream Partners
New Jersey
$1.76M +$663K +9,650 +62%
AAIM
598
American Assets Investment Management
California
$1.75M – – –
IWM
599
IHT Wealth Management
Illinois
$1.75M -$2.06K -30 -0.1%
AWP
600
Ascent Wealth Partners
New York
$1.74M +$8.24K +120 +0.5%
22 23
24
25 26

SO Hedge Fund Activity: Q4 2023 in Review

1,837 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2023, worth a combined $49.9B — up 11% from $44.9B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SO positions and 85 closed out — a net gain of 155 holders — while 648 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $826M. The largest seller was Capital Research Global Investors, cutting an estimated $552M.

  • 1,837 institutional investors held Southern Company (SO) as of Q4 2023, up from 1,709 in Q3 2023.
  • Funds reported $49.9B of Southern Company stock for Q4 2023, up 11% quarter-over-quarter.
  • 240 funds opened new Southern Company positions in Q4 2023 and 85 closed out, a net change of +155 holders.
  • The largest Southern Company buyer in Q4 2023 was JP Morgan Chase, an estimated $826M added.
  • The largest Southern Company seller in Q4 2023 was Capital Research Global Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2023.