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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 %
ACIM
601
Azimuth Capital Investment Management
Michigan
$1.74M -$59.7K -851 -3%
LIA
602
LBMC Investment Advisors
Tennessee
$1.73M -$212K -3,024 -11%
SC
603
Stolper & Co
Oklahoma
$1.72M -$19.6K -279 -1%
CS
604
Capital Square
Tennessee
$1.72M -$35K -499 -2%
CIAS
605
Capital Investment Advisory Services
North Carolina
$1.71M +$305K +4,351 +22%
FWP
606
FAS Wealth Partners
Kansas
$1.71M +$1.49M +21,250 +683%
SS
607
Simplicity Solutions
Minnesota
$1.71M -$3.09K -44 -0.2%
BFG
608
Bleakley Financial Group
New Jersey
$1.71M -$3.09K -44 -0.2%
YIH
609
Y-Intercept (HK)
Hong Kong
$1.7M -$711K -10,142 -29%
CNBTD
610
Citizens National Bank Trust Department
Mississippi
$1.69M -$8.77K -125 -0.5%
AW
611
Apricus Wealth
South Carolina
$1.68M +$1.18M +16,865 +237%
AF
612
Allworth Financial
California
$1.68M +$49.4K +704 +3%
LTAS
613
Linden Thomas Advisory Services
North Carolina
$1.67M +$78.2K +1,115 +5%
NAM
614
NTV Asset Management
West Virginia
$1.67M -$62.4K -890 -4%
PRC
615
Pearl River Capital
Michigan
$1.66M +$1.66M +23,663 New
SYBT
616
Stock Yards Bank & Trust
Kentucky
$1.65M -$70.1K -999 -4%
TWP
617
Tyche Wealth Partners
Texas
$1.65M +$1.65M +23,550 New
PFSC
618
Peoples Financial Services Corp
Pennsylvania
$1.64M -$18K -257 -1%
CWP
619
Concord Wealth Partners
Virginia
$1.63M +$183K +2,611 +13%
JWM
620
JPL Wealth Management
Colorado
$1.63M +$1.63M +23,275 New
CA
621
Claro Advisors
Massachusetts
$1.63M -$80.6K -1,150 -5%
BBHC
622
Brown Brothers Harriman & Co
New York
$1.59M -$50.9K -726 -3%
WAM
623
Weiss Asset Management
Massachusetts
$1.58M -$1.7M -24,277 -52%
PWM
624
Perigon Wealth Management
California
$1.57M +$782K +11,152 +99%
CPC
625
Consolidated Planning Corp
Georgia
$1.57M -$10.4K -148 -0.7%
23 24
25
26 27