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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 %
MWA
1001
Midland Wealth Advisors
Illinois
$608K +$608K +8,670 New
IIM
1002
INTECH Investment Management
Florida
$608K – – –
SW
1003
SteelPeak Wealth
California
$606K -$341K -4,869 -36%
RB
1004
Rodgers Brothers
Pennsylvania
$606K -$21K -300 -3%
RC
1005
Resolution Capital
Australia
$604K -$111K -1,580 -15%
RWP
1006
RWA Wealth Partners
Massachusetts
$603K -$760K -10,834 -56%
KIG
1007
Kennedy Investment Group
New Jersey
$601K +$7.71K +110 +1%
WAC
1008
William Allan Corp
Colorado
$599K -$2.66K -38 -0.4%
MFC
1009
Mechanics Financial Corp
Ohio
$597K -$3.51K -50 -0.6%
PL
1010
Perpetual Ltd
Australia
$595K – – –
AUB
1011
Atlantic Union Bankshares
Virginia
$591K – – –
MA
1012
MONECO Advisors
Connecticut
$588K +$588K +8,384 New
GCM
1013
Gables Capital Management
Florida
$587K -$1.75K -25 -0.3%
FCAS
1014
First Command Advisory Services
Texas
$585K -$1.75K -25 -0.3%
SAG
1015
SageView Advisory Group
California
$585K +$585K +8,441 New
AO
1016
Advisor OS
Illinois
$578K +$146K +2,078 +34%
TFA
1017
Transamerica Financial Advisors
Florida
$577K -$194K -2,768 -25%
BCM
1018
BluePath Capital Management
Georgia
$575K -$127K -1,774 -18%
FSA
1019
Franklin Street Advisors
North Carolina
$573K +$351 +5 +0.1%
STA
1020
Summit Trail Advisors
New York
$572K -$27.8K -396 -5%
BFG
1021
Beacon Financial Group
Texas
$570K – – –
RCAG
1022
Rehmann Capital Advisory Group
Michigan
$570K +$100K +1,432 +21%
AFG
1023
Atomi Financial Group
New York
$567K +$276K +3,942 +95%
RIA
1024
Richwood Investment Advisors
Ohio
$565K +$13K +185 +2%
CA
1025
Clearstead Advisors
Ohio
$562K -$1.32M -18,867 -70%
39 40
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