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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 %
NIM
751
NEOS Investment Management
Connecticut
$1.08M +$302K +4,304 +39%
TW
752
TrinityPoint Wealth
Connecticut
$1.08M -$44.3K -632 -4%
AWM
753
Axxcess Wealth Management
California
$1.08M -$85.8K -1,224 -7%
IA
754
IFP Advisors
Florida
$1.08M -$516K -7,358 -32%
PAG
755
Powers Advisory Group
Illinois
$1.08M -$10.4K -149 -1%
RFA
756
Register Financial Advisors
Georgia
$1.08M +$518K +7,393 +93%
ACS
757
Archford Capital Strategies
Illinois
$1.07M -$104K -1,485 -9%
HWP
758
Highline Wealth Partners
California
$1.06M +$7.71K +110 +0.7%
CFG
759
Citizens Financial Group
Rhode Island
$1.06M +$408K +5,817 +62%
AIMA
760
Ables Iannone Moore & Associates
Georgia
$1.06M +$1.06M +15,131 New
BB
761
Busey Bank
Illinois
$1.06M -$80.1K -1,142 -7%
DT
762
Diversified Trust
Tennessee
$1.06M +$33K +471 +3%
RFN
763
RDA Financial Network
Iowa
$1.05M +$44.8K +639 +4%
CL
764
Choreo LLC
Illinois
$1.05M +$310K +4,424 +42%
BO
765
Bank OZK
Arkansas
$1.05M -$7.01K -100 -0.7%
QCM
766
Qsemble Capital Management
New York
$1.05M +$250K +3,568 +31%
PCS
767
Personal CFO Solutions
New Jersey
$1.05M +$3.3K +47 +0.3%
GRP
768
Global Retirement Partners
California
$1.04M +$57.6K +819 +6%
VFA
769
Valeo Financial Advisors
Indiana
$1.04M +$164K +2,338 +19%
KA
770
Kovack Advisors
Florida
$1.04M +$126K +1,802 +14%
LMKC
771
L.M. Kohn & Company
Ohio
$1.03M -$70.2K -1,001 -6%
PAMG
772
Patton Albertson Miller Group
Tennessee
$1.03M -$30.2K -430 -3%
DG
773
DMC Group
Alabama
$1.03M -$162K -2,306 -14%
RP
774
Rowlandmiller & Partners
Georgia
$1.02M -$63.8K -910 -6%
AAIM
775
Asset Advisors Investment Management
Georgia
$1.02M -$105K -1,500 -9%
29 30
31
32 33