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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 %
HAG
626
HF Advisory Group
Maryland
$1.57M +$21.2K +303 +1%
HVIA
627
Hudson Valley Investment Advisors
New York
$1.56M +$254K +3,524 +19%
Nomura Holdings
628
Nomura Holdings
Japan
$1.55M +$1.55M +22,065 New
ZIC
629
ZWJ Investment Counsel
Georgia
$1.54M -$2.88K -41 -0.2%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$1.54M +$7.85K +112 +0.5%
CK
631
Cohen Klingenstein
New York
$1.53M – – –
AIMCA
632
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.52M – – –
HCA
633
Harbor Capital Advisors
Illinois
$1.52M -$841 -12 -0.1%
ACM
634
Advisors Capital Management
New Jersey
$1.51M +$13.4K +191 +0.9%
DCM
635
Davis Capital Management
Florida
$1.5M +$1.5M +21,453 New
TCOV
636
Trust Company of Vermont
Vermont
$1.5M -$98.1K -1,399 -6%
HCM
637
Huber Capital Management
California
$1.49M -$491K -7,000 -25%
1IA
638
1834 Investment Advisors
Wisconsin
$1.49M -$14.9K -213 -1%
SLI
639
Sumitomo Life Insurance
Japan
$1.49M -$77.3K -1,102 -5%
RFG
640
RFP Financial Group
Georgia
$1.48M +$491 +7 +0%
CPSAC
641
Chas P. Smith & Associates (CPS)
Florida
$1.47M +$1.26K +18 +0.1%
GCIM
642
Gunn & Company Investment Management
Florida
$1.47M +$1.47M +20,985 New
SAA
643
Southeast Asset Advisors
Georgia
$1.47M -$2.88K -41 -0.2%
VA
644
Vident Advisory
Georgia
$1.46M +$357K +5,090 +32%
OHWP
645
Oak Harbor Wealth Partners
North Carolina
$1.46M -$37K -528 -2%
PP
646
Patten & Patten
Tennessee
$1.45M +$10.5K +150 +0.7%
MOS
647
MGO One Seven
Ohio
$1.45M +$376K +5,359 +35%
PCM
648
Parsons Capital Management
Rhode Island
$1.45M – – –
CFA
649
CWS Financial Advisors
Michigan
$1.45M +$37K +527 +3%
SMC
650
Smith, Moore & Co
Missouri
$1.45M -$57.3K -817 -4%
24 25
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