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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
+$843M
2
Morgan Stanley
Morgan Stanley
New York
+$796M
3
Capital International Investors
Capital International Investors
California
+$400M
4
Marshall Wace
Marshall Wace
United Kingdom
+$110M
5
Barclays
Barclays
United Kingdom
+$94.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$564M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$82.3M
5
ZP
Zimmer Partners
New York
-$80.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
676
Principal Securities
Iowa
$1.33M +$1.33M +18,896 New
NP
677
NorthRock Partners
Minnesota
$1.32M +$690K +9,834 +109%
SFG
678
SevenBridge Financial Group
Pennsylvania
$1.32M -$127K -1,805 -9%
ERIC
679
Eagle Rock Investment Company
Georgia
$1.32M -$14K -200 -1%
SAM
680
Shell Asset Management
Netherlands
$1.32M -$693K -9,881 -34%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$1.32M -$83K -1,184 -6%
CFD
682
Creative Financial Designs
Indiana
$1.32M -$15.1K -216 -1%
SIC
683
Salem Investment Counselors
North Carolina
$1.31M -$6.1K -87 -0.5%
WBC
684
Westpac Banking Corp
Australia
$1.31M +$94.9K +1,354 +8%
AssetMark Inc
685
AssetMark Inc
California
$1.31M +$236K +3,367 +22%
SWM
686
Sculati Wealth Management
Michigan
$1.3M -$113K -1,610 -8%
WC
687
Woodstock Corp
Massachusetts
$1.3M +$33.1K +472 +3%
SCM
688
Spreng Capital Management
Ohio
$1.3M -$29.6K -422 -2%
AWA
689
Arete Wealth Advisors
Illinois
$1.29M +$102K +1,450 +9%
MAM
690
Mystic Asset Management
Rhode Island
$1.29M +$59.7K +852 +5%
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$1.29M +$308K +4,390 +31%
RPWA
692
Regent Peak Wealth Advisors
Georgia
$1.28M -$326K -4,649 -20%
GWM
693
Geneos Wealth Management
Colorado
$1.28M -$387K -5,518 -23%
MNBTD
694
Moody National Bank Trust Division
Texas
$1.28M -$728K -10,382 -36%
SC
695
Swan Capital
Florida
$1.28M -$140 -2 -0%
MFG
696
Monte Financial Group
Connecticut
$1.27M – – –
PTC
697
Philadelphia Trust Company
Pennsylvania
$1.27M -$102K -1,450 -7%
FCM
698
Fourpath Capital Management
Oklahoma
$1.27M -$28K -399 -2%
GBT
699
Grove Bank & Trust
Florida
$1.27M -$54.7K -780 -4%
IP
700
Ignite Planners
California
$1.27M -$117K -1,658 -8%
26 27
28
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