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Southern Company
SO

Overview Fund Activity

1,828 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, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% 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
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$67.4M 942,786 +85,921 +10%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$67.2M 959,030 +11,755 +1%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$66M 941,190 +36,572 +4%
CS
79
Credit Suisse
Switzerland
$65.2M 929,489 -18,557 -2%
Truist Financial
80
Truist Financial
North Carolina
$64M 912,067 -69,634 -7%
WHRC
81
W.H. Reaves & Co
New Jersey
$61.5M 876,751 +27,105 +3%
Prudential Financial
82
Prudential Financial
New Jersey
$59M 839,093 -147,910 -15%
ICG
83
InterOcean Capital Group
Tennessee
$57.2M 815,482 +33,795 +4%
Mawer Investment Management
84
Mawer Investment Management
Alberta, Canada
$57M 813,072 +12,849 +2%
Boston Partners
85
Boston Partners
Massachusetts
$56.9M 811,806 +811,806 New
Osaic Holdings
86
Osaic Holdings
Arizona
$56.8M 810,131 -263,730 -25%
CIMLRA
87
CBRE Investment Management Listed Real Assets
Pennsylvania
$56.3M 803,547 -281,730 -26%
WG
88
Welch Group
Alabama
$54.5M 777,822 +8,185 +1%
ORIO
89
Old Republic International (ORI)
Illinois
$53.7M 766,000 -9,500 -1%
CCMG
90
Clark Capital Management Group
Pennsylvania
$51.1M 728,363 -8,498 -1%
SEI Investments
91
SEI Investments
Pennsylvania
$50.5M 720,179 -31,516 -4%
CAI
92
Capital Advisors Inc
Oklahoma
$49.9M 711,227 -29,295 -4%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$48.6M 693,223 +31,203 +5%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$46.1M 657,386 +109,601 +20%
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$45.6M 650,338 +134,442 +26%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$43.8M 624,178 – –
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$43.1M 614,703 -3,772 -0.6%
Citigroup
98
Citigroup
New York
$41.9M 597,071 -409,792 -41%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$40.3M 574,167 -6,019 -1%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4M 561,944 +215 +0%
2 3
4
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