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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 %
ET
801
Entropy Technologies
New York
$939K +$939K +13,387 New
WI
802
WBI Investments
New Jersey
$938K +$938K +13,383 New
CCA
803
Checchi Capital Advisers
California
$932K -$15.1K -215 -2%
Lazard Asset Management
804
Lazard Asset Management
New York
$931K -$22.1K -315 -2%
SCI
805
Stableford Capital II
Arizona
$931K -$40.4K -573 -4%
XF
806
XML Financial
Maryland
$931K +$267K +3,801 +40%
JIP
807
Jaffetilchin Investment Partners
Florida
$930K -$137K -1,948 -13%
SWM
808
Spire Wealth Management
Virginia
$927K +$704K +10,216 +316%
CW
809
CreativeOne Wealth
Kansas
$924K -$112K -1,597 -11%
Focus Partners Wealth
810
Focus Partners Wealth
Massachusetts
$922K +$922K +13,143 New
GC
811
Grimes & Company
Massachusetts
$921K +$14.3K +204 +2%
CWS
812
Confluence Wealth Services
Pennsylvania
$910K +$9.4K +134 +1%
Bessemer Group
813
Bessemer Group
New Jersey
$908K +$200K +2,853 +28%
ECU
814
Eisler Capital (UK)
United Kingdom
$905K +$905K +12,909 New
SC
815
Sagefield Capital
Texas
$905K +$905K +12,904 New
NP
816
Nilsine Partners
Colorado
$904K -$332K -4,734 -27%
CAM
817
Columbia Asset Management
Michigan
$899K -$57.6K -821 -6%
BJL
818
Brighton Jones LLC
Washington
$899K +$12.4K +177 +1%
WFS
819
Widmann Financial Services
Maryland
$894K -$10.5K -150 -1%
CIC
820
Carnegie Investment Counsel
Ohio
$890K +$49.2K +701 +6%
MCIA
821
Mountain Capital Investment Advisors
Colorado
$887K -$45.7K -633 -5%
Walleye Trading
822
Walleye Trading
New York
$882K +$57K +813 +7%
SA
823
SRH Advisors
Kansas
$878K -$4.21K -60 -0.5%
GA
824
GoalVest Advisory
New York
$877K +$96.7K +1,379 +12%
FWM
825
ForthRight Wealth Management
Georgia
$876K -$20.9K -298 -2%
31 32
33
34 35