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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 %
TCOT
1076
Trust Company of Toledo
Ohio
$502K -$38.1K -544 -7%
VHAM
1077
Van Hulzen Asset Management
California
$502K +$7.01K +100 +1%
DJYG
1078
David J. Yvars Group
Florida
$501K +$280 +4 +0.1%
PI
1079
PFG Investments
New York
$500K +$70 +1 +0%
MJRIC
1080
Mogy Joel R Investment Counsel
California
$500K -$84.3K -1,202 -14%
SF
1081
Slagle Financial
Illinois
$500K +$234K +6,682 +88%
TGAM
1082
TBH Global Asset Management
Tennessee
$500K +$24.4K +348 +5%
SL
1083
Sentry LLC
Tennessee
$499K +$841 +12 +0.2%
GI
1084
Gradient Investments
Minnesota
$498K -$174K -2,486 -26%
SWP
1085
Strategic Wealth Partners
Ohio
$497K +$497K +7,081 New
CSB
1086
City State Bank
Iowa
$496K -$3.15K -45 -0.6%
CAAS
1087
Capital Asset Advisory Services
Michigan
$496K -$77.4K -1,104 -14%
XWM
1088
Xcel Wealth Management
Florida
$496K +$5.96K +85 +1%
YCG
1089
Yeomans Consulting Group
Georgia
$495K +$495K +7,057 New
NRI
1090
NFP Retirement Inc
California
$494K +$2.17K +31 +0.4%
BIA
1091
Beacon Investment Advisors
Maryland
$493K +$210 +3 +0%
AGP
1092
Autumn Glory Partners
Texas
$492K – – –
BAM
1093
Beaumont Asset Management
Texas
$492K -$1.75K -25 -0.4%
CAM
1094
Cidel Asset Management
Ontario, Canada
$491K +$491K +7,006 New
AFG
1095
Allegheny Financial Group
Pennsylvania
$490K – – –
CA
1096
CoreCap Advisors
Michigan
$486K -$38.6K -550 -7%
KLCM
1097
KG&L Capital Management
Louisiana
$486K +$68.4K +977 +16%
SCA
1098
Stokes Capital Advisors
South Carolina
$485K +$4.91K +70 +1%
SLC
1099
Second Line Capital
Louisiana
$485K +$485K +6,919 New
QI
1100
Qtron Investments
Massachusetts
$485K -$448K -6,395 -48%
42 43
44
45 46