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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 %
A
876
AlphaQuest
New York
$780K +$780K +11,117 New
PT
877
Plimoth Trust
Massachusetts
$779K -$2.1K -30 -0.3%
LOIP
878
Live Oak Investment Partners
Texas
$779K -$727K – –
BFIC
879
Bedell Frazier Investment Counselling
California
$779K -$44.9K -641 -5%
VCP
880
Vista Capital Partners
Oregon
$778K +$174K +2,477 +29%
DA
881
Detalus Advisors
Missouri
$777K +$4.7K +67 +0.6%
CCA
882
Cobblestone Capital Advisors
New York
$776K – – –
SFG
883
Sunburst Financial Group
Alabama
$773K +$32.5K +464 +4%
CT
884
Clearstead Trust
Maine
$772K +$3.3K +47 +0.4%
TCPWM
885
Traverso Chambers Private Wealth Management
California
$771K -$1.12K -16 -0.1%
KCIC
886
Kuhn & Co Investment Counsel
Illinois
$767K +$767K +10,939 New
FTC
887
Farmers Trust Company
Ohio
$767K -$7.71K -110 -1%
BWA
888
BlueChip Wealth Advisors
Georgia
$762K +$762K +10,871 New
WI
889
Wintrust Investments
Illinois
$761K +$33.7K +481 +5%
APP
890
Avantax Planning Partners
Iowa
$760K +$62.8K +896 +9%
GS
891
GTS Securities
New York
$759K -$41.2K -587 -5%
TCM
892
Teza Capital Management
Illinois
$757K +$295K +4,201 +64%
CPA
893
Court Place Advisors
Maryland
$756K -$26.2K -373 -3%
PCA
894
Prosperity Capital Advisors
Ohio
$754K -$11.6K -165 -2%
Koshinski Asset Management
895
Koshinski Asset Management
Illinois
$752K -$153K -2,175 -17%
AWM
896
Aberdeen Wealth Management
Illinois
$752K -$20.7K -295 -3%
EP
897
Eudaimonia Partners
Tennessee
$752K +$9.33K +133 +1%
FWP
898
Firethorn Wealth Partners
Georgia
$750K +$21.7K +310 +3%
NL
899
NWAM LLC
Washington
$748K +$34.6K +494 +5%
SWM
900
Silverlake Wealth Management
Vermont
$747K -$16.2K -231 -2%
34 35
36
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