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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 %
IIA
701
ICW Investment Advisors
Arizona
$1.26M +$18.7K +266 +1%
EF
702
Empowered Funds
Pennsylvania
$1.26M -$26.3K -375 -2%
WA
703
Wealth Alliance
New York
$1.26M -$7.36K -105 -0.6%
FUBT
704
First United Bank & Trust
Maryland
$1.25M +$123K +1,755 +11%
BFA
705
Benedict Financial Advisors
Georgia
$1.24M -$491 -7 -0%
SW
706
SVB Wealth
Massachusetts
$1.24M +$99.9K +1,424 +9%
SB
707
Strategic Blueprint
Georgia
$1.24M -$431K -6,144 -26%
RCA
708
Ranch Capital Advisors
Florida
$1.23M +$43.9K +626 +4%
BA
709
Bristlecone Advisors
Washington
$1.23M +$14.2K +202 +1%
DAM
710
Delta Asset Management
Tennessee
$1.23M +$2.03K +29 +0.2%
SF
711
Symphony Financial
Texas
$1.22M +$301K +4,254 +33%
SSB
712
Sandy Spring Bank
Maryland
$1.21M +$2.38K +34 +0.2%
MIC
713
Means Investment Company
Maine
$1.21M -$32.2K -459 -3%
RPCONE
714
Retirement Planning Company of New England
Rhode Island
$1.21M +$160K +2,288 +15%
CB
715
Centennial Bank
Arkansas
$1.21M +$4.84K +69 +0.4%
HWA
716
HHM Wealth Advisors
Tennessee
$1.21M +$14K +200 +1%
IAIM
717
International Assets Investment Management
Florida
$1.2M -$114K -1,625 -9%
TPI
718
Trust Point Inc
Wisconsin
$1.2M +$1.2M +17,069 New
DAM
719
Derbend Asset Management
Georgia
$1.19M -$20.3K -289 -2%
NSEDCP
720
NJ State Employees Deferred Compensation Plan
New Jersey
$1.19M – – –
AWM
721
Accurate Wealth Management
Florida
$1.19M +$6.35K +90 +0.5%
JWM
722
Jeppson Wealth Management
California
$1.19M +$378K +5,394 +47%
CSIC
723
Clifford Swan Investment Counsel
California
$1.18M – – –
WCM
724
Weaver Capital Management
Georgia
$1.18M +$1.18M +16,792 New
CFB
725
Cullen/Frost Bankers
Texas
$1.18M -$680K -9,694 -37%
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