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
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 %
SWM
651
SeaCrest Wealth Management
New York
$1.44M +$28.8K +402 +2%
WSC
652
Wellington Shields & Co
New York
$1.44M -$18.2K -260 -1%
EI
653
Ethic Inc
New York
$1.43M +$39.9K +569 +3%
JWBC
654
J.W. Burns & Co
New York
$1.43M -$32.6K -465 -2%
NW
655
Naviter Wealth
Arkansas
$1.42M +$309K +4,400 +28%
CIC
656
Canal Insurance Company
South Carolina
$1.4M – – –
HI
657
Horizon Investments
North Carolina
$1.4M +$840K +11,979 +149%
GT
658
Glenview Trust
Kentucky
$1.4M -$62.4K -890 -4%
GLA
659
Good Life Advisors
Pennsylvania
$1.4M +$10.4K +149 +0.8%
HH
660
Hilltop Holdings
Texas
$1.39M -$60.1K -857 -4%
CIG
661
Cullen Investment Group
Louisiana
$1.39M +$1.39M +19,870 New
MAG
662
Mayfair Advisory Group
Alabama
$1.39M +$1.28K +18 +0.1%
RBC
663
Romano Brothers & Co
Illinois
$1.39M +$26.3K +375 +2%
MG
664
Mather Group
Illinois
$1.38M +$82.3K +1,173 +6%
WS
665
Wedbush Securities
California
$1.38M +$18.8K +268 +1%
MCA
666
MSH Capital Advisors
Arizona
$1.38M -$10.8K -154 -0.8%
WWM
667
Western Wealth Management
Colorado
$1.37M +$94.8K +1,352 +7%
BAMF
668
BI Asset Management Fondsmaeglerselskab
Denmark
$1.37M -$336K -4,788 -20%
BMA
669
Brooks Moore & Associates
Tennessee
$1.36M +$3.65K +52 +0.3%
FNB
670
Farmers National Bank
Kentucky
$1.36M -$102K -1,460 -7%
CG
671
Caprock Group
Idaho
$1.36M +$186K +2,649 +16%
CB
672
Cadence Bank
Mississippi
$1.34M +$178K +2,532 +15%
CAMV
673
Concord Asset Management (Virginia)
Virginia
$1.33M +$446K +6,354 +50%
AC
674
Abbrea Capital
California
$1.33M +$59.6K +850 +5%
CCM
675
Cohen Capital Management
California
$1.33M – – –
25 26
27
28 29