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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 %
SC
826
Syon Capital
California
$875K +$875K +12,476 New
MYLI
827
Meiji Yasuda Life Insurance
Japan
$872K – – –
RCI
828
RS Crum Inc
California
$863K -$13.3K -190 -2%
ATPW
829
Ashton Thomas Private Wealth
Arizona
$862K -$38.3K -546 -4%
CM
830
Cornerstone Management
Georgia
$862K +$140 +2 +0%
Man Group
831
Man Group
United Kingdom
$861K +$861K +12,283 New
BCWM
832
Bartlett & Co Wealth Management
Ohio
$860K +$41.7K +595 +5%
BC
833
Bartlett & Co
Ohio
$860K +$41.7K +595 +5%
GSEP
834
Golden State Equity Partners
California
$857K -$58.5K -835 -6%
KMWM
835
Keudell/Morrison Wealth Management
Oregon
$855K -$18.8K -268 -2%
GWM
836
GSB Wealth Management
Connecticut
$854K +$421 +6 +0%
CBOR
837
Community Bank of Raymore
Missouri
$852K – – –
MSA
838
Marino Stram & Associates
Massachusetts
$849K -$841 -12 -0.1%
SIA
839
Schechter Investment Advisors
Michigan
$847K +$28.5K +407 +3%
FAIM
840
Financial Advocates Investment Management
Washington
$847K +$31.4K +448 +4%
RL
841
Rogco LP
Oklahoma
$845K +$491 +7 +0.1%
VWM
842
Venturi Wealth Management
Texas
$843K +$492K +7,012 +140%
TCM
843
Twin Capital Management
Pennsylvania
$843K +$10.7K +152 +1%
AFC
844
AFT Forsyth & Company
Florida
$841K – – –
BFC
845
Blue Fin Capital
Rhode Island
$840K -$10.4K -149 -1%
SFI
846
Siemens Fonds Invest
Germany
$838K -$918K -13,091 -52%
LWA
847
Lineweaver Wealth Advisors
Ohio
$836K +$392K +5,586 +88%
SFP
848
Shepherd Financial Partners
Massachusetts
$835K +$140 +2 +0%
BSB
849
Bangor Savings Bank
Maine
$832K +$2.38K +34 +0.3%
RMC
850
Resources Management Corp
Connecticut
$832K -$8.77K -125 -1%
32 33
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