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Southern Company
SO

1,837 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 648 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 85

75% more call options, than puts

Call options by funds: $399M | Put options by funds: $228M

11% more capital invested

Capital invested by funds: $44.9B → $49.9B (+$5.03B)

7% more funds holding

Funds holding: 1,709 → 1,837 (+128)

1.69% more ownership

Funds ownership: 63.54% → 65.23% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 713

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
1,837
Holders Change
+128
Holders Change %
+7.49%
% of All Funds
26.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
240
Increased
648
Reduced
713
Closed
85
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$826M
2
Morgan Stanley
Morgan Stanley
New York
+$779M
3
Capital International Investors
Capital International Investors
California
+$392M
4
Marshall Wace
Marshall Wace
United Kingdom
+$107M
5
Barclays
Barclays
United Kingdom
+$92.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$552M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$80.6M
5
ECM
ExodusPoint Capital Management
New York
-$79.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1001
Chicago Partners Investment Group
Illinois
$609K +$11.5K +167 +2%
WDG
1002
Wealth Dimensions Group
Ohio
$608K +$961 +14 +0.2%
MWA
1003
Midland Wealth Advisors
Illinois
$608K +$595K +8,670 New
IIM
1004
INTECH Investment Management
Florida
$608K – – –
SW
1005
SteelPeak Wealth
California
$606K -$334K -4,869 -36%
RB
1006
Rodgers Brothers
Pennsylvania
$606K -$20.6K -300 -3%
RC
1007
Resolution Capital
Australia
$604K -$108K -1,580 -15%
RWP
1008
RWA Wealth Partners
Massachusetts
$603K -$744K -10,834 -56%
KIG
1009
Kennedy Investment Group
New Jersey
$601K +$7.55K +110 +1%
WAC
1010
William Allan Corp
Colorado
$599K -$2.61K -38 -0.4%
MFC
1011
Mechanics Financial Corp
Ohio
$597K -$3.43K -50 -0.6%
PL
1012
Perpetual Ltd
Australia
$595K – – –
AUB
1013
Atlantic Union Bankshares
Virginia
$591K – – –
MA
1014
MONECO Advisors
Connecticut
$588K +$576K +8,384 New
GCM
1015
Gables Capital Management
Florida
$587K -$1.72K -25 -0.3%
FCAS
1016
First Command Advisory Services
Texas
$585K -$1.72K -25 -0.3%
SAG
1017
SageView Advisory Group
California
$585K +$580K +8,441 New
AO
1018
Advisor OS
Illinois
$578K +$143K +2,078 +34%
TFA
1019
Transamerica Financial Advisors
Florida
$577K -$190K -2,768 -25%
BCM
1020
BluePath Capital Management
Georgia
$575K -$122K -1,774 -18%
FSA
1021
Franklin Street Advisors
North Carolina
$573K +$343 +5 +0.1%
STA
1022
Summit Trail Advisors
New York
$572K -$27.2K -396 -5%
BFG
1023
Beacon Financial Group
Texas
$570K – – –
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$570K +$98.3K +1,432 +21%
AFG
1025
Atomi Financial Group
New York
$567K +$271K +3,942 +95%
39 40
41
42 43

SO Hedge Fund Activity: Q4 2023 in Review

1,837 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2023, worth a combined $49.9B — up 11% from $44.9B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SO positions and 85 closed out — a net gain of 155 holders — while 648 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $826M. The largest seller was Capital Research Global Investors, cutting an estimated $552M.

  • 1,837 institutional investors held Southern Company (SO) as of Q4 2023, up from 1,709 in Q3 2023.
  • Funds reported $49.9B of Southern Company stock for Q4 2023, up 11% quarter-over-quarter.
  • 240 funds opened new Southern Company positions in Q4 2023 and 85 closed out, a net change of +155 holders.
  • The largest Southern Company buyer in Q4 2023 was JP Morgan Chase, an estimated $826M added.
  • The largest Southern Company seller in Q4 2023 was Capital Research Global Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2023.