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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 %
SA
1051
Skyline Advisors
Washington
$526K +$526K +7,507 New
WEG
1052
World Equity Group
Illinois
$526K -$23.6K -336 -4%
WF
1053
Welch & Forbes
Massachusetts
$525K -$47K -670 -8%
TC
1054
TownSquare Capital
Utah
$525K +$150K +2,146 +40%
OIA
1055
Optimum Investment Advisors
Illinois
$523K -$35.1K -500 -6%
LWL
1056
Leo Wealth LLC
Texas
$523K +$523K +7,484 New
SL
1057
Summitry LLC
California
$522K – – –
FA
1058
FDx Advisors
Illinois
$521K +$16.5K +235 +3%
CCFM
1059
Clear Creek Financial Management
Washington
$521K +$36.3K +518 +7%
TWM
1060
Thrive Wealth Management
Pennsylvania
$520K -$66K -941 -11%
NAG
1061
Northstar Advisory Group
New Jersey
$519K +$351 +5 +0.1%
PAM
1062
Peninsula Asset Management
Florida
$518K – – –
CC
1063
Centiva Capital
New York
$516K +$516K +7,365 New
WHC
1064
Wulff, Hansen & Co
California
$516K – – –
GWSG
1065
GPS Wealth Strategies Group
Colorado
$516K -$51.4K -733 -9%
AIC
1066
Archer Investment Corporation
Indiana
$515K – – –
LFP
1067
Lakeshore Financial Planning
Michigan
$515K -$9.61K -137 -2%
CI
1068
Conning Inc
Connecticut
$514K +$3.86K +55 +0.8%
NFG
1069
Nations Financial Group
Iowa
$513K -$3.23K -46 -0.6%
DFG
1070
Delta Financial Group
New Jersey
$513K +$1.19K +17 +0.2%
SWMG
1071
Sard Wealth Management Group
Georgia
$513K +$513K +7,313 New
SFS
1072
Stiles Financial Services
Minnesota
$505K +$98.9K +1,411 +24%
CT
1073
Cambridge Trust
Massachusetts
$504K -$10.6K -151 -2%
SIMG
1074
Sonora Investment Management Group
Arizona
$503K +$56.2K +801 +13%
HTC
1075
Haverford Trust Company
Pennsylvania
$503K – – –
41 42
43
44 45