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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 %
SPG
776
Strategic Planning Group
Utah
$1.02M +$1.02M +14,485 New
GIM
777
Guardian Investment Management
California
$1.01M -$35.1K -500 -3%
DLCIG
778
D.L. Carlson Investment Group
New Hampshire
$1.01M -$865K -12,950 -46%
SSWM
779
Sheets Smith Wealth Management
North Carolina
$1.01M -$48K -684 -5%
TT
780
TI-Trust
Illinois
$996K – – –
CCG
781
Chatham Capital Group
Georgia
$995K – – –
WLIM
782
White Lighthouse Investment Management
Massachusetts
$988K +$631 +9 +0.1%
CCT
783
Chemung Canal Trust
New York
$988K -$15.2K -217 -2%
IAN
784
Integrated Advisors Network
Texas
$987K +$15.6K +222 +2%
BC
785
Burney Company
Virginia
$986K -$20.9K -298 -2%
CIA
786
Cape Investment Advisory
Georgia
$986K -$38.2K -545 -4%
SAM
787
Silvercrest Asset Management
New York
$983K +$28K +399 +3%
FMTCOCP
788
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$979K +$48K +685 +5%
SAM
789
SignalPoint Asset Management
Missouri
$976K +$210 +3 +0%
SOS
790
Silver Oak Securities
Tennessee
$975K +$12.7K +181 +1%
RDWM
791
Red Door Wealth Management
Tennessee
$974K – – –
BCP
792
Berkeley Capital Partners
Georgia
$970K -$46.5K -663 -5%
RIA
793
Realta Investment Advisors
Delaware
$970K +$29.3K +418 +3%
WB
794
West Bancorporation
Iowa
$969K – – –
CM
795
Columbus Macro
Pennsylvania
$965K -$16.8K -239 -2%
EARNEST Partners
796
EARNEST Partners
Georgia
$964K -$23.4K -333 -2%
EWM
797
Evercore Wealth Management
New York
$961K -$15.1K -215 -2%
EFMC
798
Empire Financial Management Company
New York
$958K – – –
UBV
799
United Bank (Virginia)
Virginia
$954K – – –
CCB
800
Country Club Bank
Missouri
$941K +$9.47K +135 +1%
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