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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 %
WW
851
Waterfront Wealth
Kansas
$829K +$17.8K +254 +2%
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$825K +$10.5K +150 +1%
NC
853
NovaPoint Capital
Georgia
$824K -$167K -2,385 -17%
IB
854
Intrust Bank
Kansas
$824K -$130K -1,847 -14%
BBNB
855
Baker Boyer National Bank
Washington
$823K – – –
MFIM
856
Mesirow Financial Investment Management
Illinois
$820K +$820K +11,700 New
WPC
857
Wedmont Private Capital
Pennsylvania
$818K +$148K +2,048 +22%
GAM
858
Groupama Asset Management
France
$814K +$814K +11,598 New
MC
859
Machina Capital
France
$812K +$1.82K +26 +0.2%
VH
860
Visionary Horizons
Tennessee
$810K +$810K +11,551 New
CI
861
Cigna Investments
Connecticut
$810K -$12.1K -172 -1%
PPC
862
Park Place Capital
Alabama
$807K -$112K -1,596 -12%
HHAM
863
HITE Hedge Asset Management
Massachusetts
$807K -$28.1M -400,884 -97%
CCWM
864
Cassaday & Co Wealth Management
Virginia
$807K -$23.1K -329 -3%
NIM
865
Nicollet Investment Management
Minnesota
$804K – – –
RF
866
Rollins Financial
Georgia
$801K -$77.1K -1,100 -9%
RFA
867
Rollins Financial Advisors
New York
$801K +$801K +11,424 New
ICA
868
Infrastructure Capital Advisors
New York
$800K -$1.49M -21,229 -65%
LG
869
LaFleur & Godfrey
Michigan
$795K -$8.2K -117 -1%
V
870
ViaWealth
Kansas
$794K – – –
VA
871
Valmark Advisers
Ohio
$793K -$83.4K -1,189 -10%
GC
872
Gilbert & Cook
Iowa
$785K +$32.4K +462 +4%
CFS
873
Cannon Financial Strategists
Georgia
$784K +$386K +5,505 +97%
LWAM
874
Legacy Wealth Asset Management
Minnesota
$782K +$351 +5 +0%
WIS
875
Wright Investors Service
Connecticut
$781K -$154K -2,199 -16%
33 34
35
36 37