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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 %
MIM
1101
Moseley Investment Management
Florida
$483K -$27.3K -389 -5%
MAA
1102
Mraz Amerine & Associates
California
$483K – – –
LIM
1103
Lathrop Investment Management
Arkansas
$483K -$27.5K -392 -5%
WAAG
1104
Wealth Alliance Advisory Group
Kansas
$483K – – –
DI
1105
DFPG Investments
Utah
$482K -$23K -318 -5%
MSAM
1106
Moloney Securities Asset Management
Missouri
$481K -$30.7K -438 -6%
FFIC
1107
First Fiduciary Investment Counsel
Ohio
$480K – – –
PA
1108
PSI Advisors
Florida
$478K +$8.48K +121 +2%
CC
1109
Constitution Capital
Connecticut
$477K +$21K +300 +5%
C1AG
1110
Client 1st Advisory Group
Florida
$477K +$57.5K +820 +14%
CAM
1111
Cozad Asset Management
Illinois
$476K -$6.1K -87 -1%
USB
1112
Union Savings Bank
Connecticut
$474K +$7.15K +102 +2%
BIG
1113
Builder Investment Group
Georgia
$472K -$7.01K -100 -1%
CAM
1114
Congress Asset Management
Massachusetts
$471K – – –
LIM
1115
Longfellow Investment Management
Massachusetts
$470K -$247K -3,526 -34%
ICM
1116
Islay Capital Management
Texas
$467K -$883K -12,588 -65%
FMB
1117
Field & Main Bank
Kentucky
$467K +$56.4K +805 +14%
SIS
1118
Sound Income Strategies
Florida
$465K -$6.59K -94 -1%
MCWS
1119
McKinley Carter Wealth Services
West Virginia
$464K -$19.6K -280 -4%
PA
1120
Probity Advisors
Texas
$463K -$14K -200 -3%
EWA
1121
Exencial Wealth Advisors
Oklahoma
$463K -$17.2K -246 -4%
BFW
1122
Brady Family Wealth
Missouri
$461K – – –
GL
1123
Graypoint LLC
New York
$461K +$16.6K +237 +4%
TTWM
1124
TCV Trust & Wealth Management
Virginia
$459K +$62.1K +886 +16%
GP
1125
Girard Partners
Pennsylvania
$459K +$54.6K +778 +13%
43 44
45
46 47