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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 %
ESB
951
Essex Savings Bank
Connecticut
$672K +$11.7K +167 +2%
BFS
952
Bradley Foster & Sargent
Connecticut
$672K +$31.3K +447 +5%
VCM
953
Virtue Capital Management
Tennessee
$666K -$140K -1,971 -17%
IF
954
Intrua Financial
Texas
$666K -$55.3K -789 -8%
WWM
955
Wagner Wealth Management
South Carolina
$666K +$40K +570 +6%
SP
956
Successful Portfolios
Florida
$666K +$42.8K +610 +7%
BMC
957
Benin Management Corp
Connecticut
$663K – – –
AWM
958
Affinity Wealth Management
Delaware
$661K – – –
FFA
959
Farther Finance Advisors
California
$658K +$463K +6,597 +237%
SJIM
960
St. Johns Investment Management
Florida
$657K -$17.3K -247 -3%
VBCG
961
Valley Brook Capital Group
Pennsylvania
$654K -$71.7K -1,023 -10%
GAMC
962
Garner Asset Management Corp
Texas
$653K +$14.1K +212 +2%
SIC
963
Sterling Investment Counsel
New York
$652K +$652K +9,300 New
MS
964
Madden Securities
Texas
$652K -$7.01K -100 -1%
BWP
965
Balboa Wealth Partners
Arizona
$647K -$7.29K -104 -1%
RWM
966
Ritholtz Wealth Management
New York
$647K +$87.4K +1,246 +16%
FLPIM
967
F.L. Putnam Investment Management
Massachusetts
$646K -$102K -1,448 -14%
FHB
968
First Hawaiian Bank
Hawaii
$646K -$19.9K -284 -3%
KAS
969
KPP Advisory Services
Kentucky
$646K -$28.5K -407 -4%
WKWM
970
Walter & Keenan Wealth Management
Indiana
$643K -$10.9K -156 -2%
CGL
971
Clarius Group LLC
Washington
$638K -$29K -413 -4%
AAS
972
Ameritas Advisory Services
Nebraska
$637K +$58.1K +842 +10%
WTFG
973
Wells Trecaso Financial Group
Ohio
$635K – – –
ES
974
Eagle Strategies
New York
$633K -$6.52K -93 -1%
GIA
975
Gladstone Institutional Advisory
Florida
$633K +$33.9K +484 +6%
37 38
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