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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 %
SSA
726
Schonfeld Strategic Advisors
New York
$1.17M -$33.2M -473,657 -97%
HBT
727
Hills Bank & Trust
Iowa
$1.17M – – –
BFS
728
Bard Financial Services
Connecticut
$1.16M -$17.5K -250 -1%
Aviva
729
Aviva
United Kingdom
$1.16M – – –
TG
730
TCW Group
California
$1.16M +$1.16M +16,562 New
PA
731
Procyon Advisors
Connecticut
$1.16M -$24.8K -354 -2%
LWP
732
LMG Wealth Partners
Louisiana
$1.16M +$124K +1,771 +12%
LI
733
LVZ Inc
Michigan
$1.16M +$198K +2,820 +21%
IIM
734
Ipswich Investment Management
Massachusetts
$1.15M +$18K +256 +2%
GAM
735
Griffin Asset Management
New York
$1.15M -$4.21K -60 -0.4%
HNWAG
736
High Net Worth Advisory Group
Florida
$1.15M -$140K -1,990 -11%
CA
737
CapWealth Advisors
Tennessee
$1.14M -$106K -1,515 -9%
GG
738
Gleason Group
Kentucky
$1.14M +$11.1K +158 +1%
WC
739
Wexford Capital
Florida
$1.13M -$1.84M -26,172 -62%
MAS
740
Meeder Advisory Services
Ohio
$1.13M +$147K +2,097 +15%
PWSG
741
Pacific Wealth Strategies Group
California
$1.12M -$21.4K -305 -2%
CPIA
742
Cornell Pochily Investment Advisors
New York
$1.12M -$12.3K -175 -1%
EGM
743
Engineers Gate Manager
New York
$1.12M +$865K +12,337 +338%
CW
744
Connectus Wealth
Ohio
$1.12M -$10.9K -156 -1%
ATC
745
Adirondack Trust Company
New York
$1.11M -$60.1K -893 -5%
SFO
746
Stokes Family Office
Louisiana
$1.11M -$276K -3,940 -20%
ONB
747
Old National Bancorp
Indiana
$1.11M -$232K -3,313 -17%
FCA
748
FinTrust Capital Advisors
South Carolina
$1.09M -$282K -4,015 -20%
FMTC
749
Farmers & Merchants Trust Company
California
$1.09M -$56.9K -812 -5%
TBNY
750
Trustco Bank (New York)
New York
$1.09M -$132K -1,885 -11%
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