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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 %
PCG
1126
Prosperity Consulting Group
Maryland
$458K +$209K +2,976 +84%
MHIC
1127
Marble Harbor Investment Counsel
Massachusetts
$458K – – –
BA
1128
Ballew Advisors
Mississippi
$457K -$16.2K -230 -3%
PA
1129
PFW Advisors
Georgia
$456K +$29.7K +423 +7%
BWS
1130
BCR Wealth Strategies
Alabama
$456K -$1.89K -27 -0.4%
MC
1131
Mathes Company
New York
$456K +$35.1K +500 +8%
MSWM
1132
McGlone Suttner Wealth Management
Wisconsin
$455K +$28.9K +412 +7%
OFS
1133
OneAscent Financial Services
Alabama
$455K +$455K +6,495 New
TW
1134
TritonPoint Wealth
Maryland
$454K +$454K +6,474 New
AHL
1135
Abel Hall LLC
Louisiana
$453K +$453K +6,458 New
BHWM
1136
Bar Harbor Wealth Management
New Hampshire
$452K -$14K -200 -3%
BFG
1137
Berger Financial Group
Minnesota
$452K – – –
BIG
1138
Bush Investment Group
Georgia
$451K +$451K +6,698 New
CRI
1139
Colonial River Investments
Virginia
$451K -$112K -1,602 -20%
FPAS
1140
Focus Partners Advisor Solutions
Missouri
$450K -$177K -2,521 -28%
SFWA
1141
Summit Financial Wealth Advisors
Louisiana
$449K +$3.51K +50 +0.8%
SFB
1142
STAR Financial Bank
Indiana
$448K +$42.8K +611 +11%
CIA
1143
Cohen Investment Advisors
New Hampshire
$448K -$41.1K -586 -8%
MFWP
1144
Mosaic Family Wealth Partners
Missouri
$447K -$10.6K -151 -2%
CI
1145
CX Institutional
Indiana
$447K -$51K -727 -10%
IWA
1146
IVC Wealth Advisors
Pennsylvania
$445K -$22.4K -320 -5%
LC
1147
LCNB Corp
Ohio
$443K – – –
JHCP
1148
Jackson Hole Capital Partners
Oklahoma
$442K -$26.5K -378 -6%
CWP
1149
Cyndeo Wealth Partners
Florida
$442K +$35.6K +508 +9%
HCP
1150
Hexagon Capital Partners
Arkansas
$441K -$32.6K -465 -7%
44 45
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