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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 %
BWS
1026
Buck Wealth Strategies
Colorado
$561K -$19.8K -282 -3%
LBC
1027
Lowe Brockenbrough & Co
Virginia
$559K +$38.1K +544 +7%
BST
1028
Bath Savings Trust
Maine
$557K – – –
PSFG
1029
Prairie Sky Financial Group
Illinois
$554K -$20.8K -296 -4%
KIG
1030
Kowal Investment Group
Wisconsin
$553K +$34.4K +490 +7%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$552K -$11.5K -164 -2%
EW
1032
Element Wealth
Mississippi
$551K +$1.26K +18 +0.2%
SI
1033
SCP Investment
California
$548K +$548K +7,800 New
WAL
1034
W Advisors LLC
Tennessee
$548K +$20.1K +287 +4%
MAM
1035
McLean Asset Management
Virginia
$546K -$143 -2 -0%
BHBT
1036
Burke & Herbert Bank & Trust
Virginia
$544K – – –
Jacobs Levy Equity Management
1037
Jacobs Levy Equity Management
New Jersey
$544K – – –
WDC
1038
Woodward Diversified Capital
California
$543K -$29.5K -421 -5%
CT
1039
Coastline Trust
Rhode Island
$542K -$341K -4,866 -39%
SFG
1040
StrategIQ Financial Group
Indiana
$539K -$630K -8,987 -54%
AF
1041
Advisornet Financial
Minnesota
$539K -$94K -1,341 -15%
IGWM
1042
ICA Group Wealth Management
Colorado
$538K +$87.9K +1,254 +20%
NPFS
1043
Novak & Powell Financial Services
Florida
$535K +$535K +7,636 New
MAM
1044
Mainsail Asset Management
Alabama
$535K +$535K +7,632 New
CC
1045
Chicago Capital
Illinois
$533K – – –
SPA
1046
Sherbrooke Park Advisers
New York
$531K +$531K +7,574 New
WI
1047
WrapManager Inc
California
$530K -$7.57K -108 -1%
BWP
1048
Baldwin Wealth Partners
Massachusetts
$528K -$12.3K -175 -2%
FCM
1049
Firestone Capital Management
Florida
$528K – – –
EIP
1050
Epoch Investment Partners
New York
$527K +$4.56K +65 +0.9%
40 41
42
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