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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 %
JTWM
901
Jackson Thornton Wealth Management
Alabama
$746K -$1.19K -17 -0.2%
1IA
902
1620 Investment Advisors
Massachusetts
$745K -$507K -7,227 -40%
CTA
903
Chesley Taft & Associates
Illinois
$745K -$12.1K -173 -2%
LA
904
LVW Advisors
New York
$743K +$299K +4,264 +67%
IIL
905
Insight Inv LLC
California
$738K +$10.5K +150 +1%
AP
906
Americana Partners
Texas
$737K -$218K -3,155 -23%
FIM
907
Freedom Investment Management
Connecticut
$737K +$166K +2,368 +29%
CAM
908
Centre Asset Management
New York
$736K -$11.1K -159 -1%
MIM
909
Morningstar Investment Management
Illinois
$735K -$6.52K -93 -0.9%
FIC
910
FCG Investment Company
Tennessee
$734K +$734K +10,464 New
Members Trust
911
Members Trust
Florida
$726K -$33.3K -475 -4%
IPAM
912
Investment Partners Asset Management
New Jersey
$722K +$722K +10,291 New
HSA
913
HBK Sorce Advisory
Pennsylvania
$721K -$23.4K -334 -3%
BW
914
BIP Wealth
Georgia
$719K +$153K +2,185 +27%
HPC
915
HM Payson & Co
Maine
$714K -$86K -1,227 -11%
QCG
916
Quadrant Capital Group
Ohio
$712K +$42.2K +602 +6%
MIM
917
Marco Investment Management
Georgia
$711K +$18.4K +262 +3%
NSIM
918
North Star Investment Management
Illinois
$711K +$701 +10 +0.1%
VAM
919
Verity Asset Management
North Carolina
$709K +$14K +199 +2%
BFM
920
Boston Financial Management
Massachusetts
$708K +$451K +6,438 +176%
SFG
921
Summit Financial Group
West Virginia
$704K – – –
JAG
922
Journey Advisory Group
Kentucky
$704K -$1.75K -25 -0.2%
AF
923
Arrow Financial
New York
$702K -$3.72K -53 -0.5%
DA
924
DCM Advisors
New York
$701K +$701K +10,000 New
PMG
925
ProVise Management Group
Florida
$700K -$44.6K -636 -6%
35 36
37
38 39