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Southern Company
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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 %
PA
976
Parallel Advisors
California
$631K -$32.6K -465 -5%
RGC
977
Roberts, Glore & Co
Illinois
$630K – – –
CT
978
Chicago Trust
Illinois
$629K -$213K -3,039 -25%
CHA
979
Carmichael Hill & Associates
Maryland
$628K -$4.77K -68 -0.8%
HFBOT
980
Home Federal Bank of Tennessee
Tennessee
$627K +$15.1K +216 +2%
UM
981
UniSuper Management
Australia
$626K +$65.1K +929 +12%
ETC
982
Exchange Traded Concepts
Oklahoma
$625K -$982 -14 -0.2%
MWM
983
Modera Wealth Management
New Jersey
$624K -$61.3K -874 -9%
FDS
984
First Dallas Securities
Texas
$622K +$622K +8,870 New
TAM
985
Tucker Asset Management
Colorado
$622K -$25.9K -370 -4%
SS
986
Sunbelt Securities
Texas
$620K -$10.5K -150 -2%
AB
987
Atlas Brown
Kentucky
$618K +$17.6K +251 +3%
BIM
988
Baldwin Investment Management
Pennsylvania
$617K +$92.9K +1,325 +18%
ECG
989
Edge Capital Group
Georgia
$616K -$243K -3,461 -28%
JWS
990
Juncture Wealth Strategies
Arizona
$615K -$21K -300 -3%
MWM
991
Marietta Wealth Management
Georgia
$614K +$136K +1,946 +29%
SDAM
992
Shulman DeMeo Asset Management
New York
$614K +$176K +2,503 +40%
SAM
993
Smartleaf Asset Management
Massachusetts
$612K +$612K +9,123 New
BAM
994
Belpointe Asset Management
Nevada
$611K +$117K +1,662 +24%
CCG
995
Cypress Capital Group
Florida
$610K -$26.9K -384 -4%
WFI
996
West Family Investments
California
$610K -$24.3K -346 -4%
BG
997
Bahl & Gaynor
Ohio
$610K -$229K -3,268 -27%
HCMG
998
Howard Capital Management Group
California
$610K – – –
CPIG
999
Chicago Partners Investment Group
Illinois
$609K +$11.4K +167 +2%
WDG
1000
Wealth Dimensions Group
Ohio
$608K +$982 +14 +0.2%
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