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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 %
MWM
1151
Mission Wealth Management
California
$440K +$6.24K +89 +1%
NCM
1152
Novare Capital Management
North Carolina
$440K +$2.1K +30 +0.5%
WHG
1153
Westwood Holdings Group
Texas
$440K -$3.23K -46 -0.7%
AAG
1154
Armstrong Advisory Group
Massachusetts
$440K -$8.13K -116 -2%
NB
1155
Northwest Bancshares
Pennsylvania
$437K -$112K -1,599 -20%
TWM
1156
Tradition Wealth Management
Minnesota
$435K -$8.62K -123 -2%
VR
1157
Valued Retirements
Texas
$434K +$434K +6,192 New
SWA
1158
SFMG Wealth Advisors
Texas
$433K -$8.2K -117 -2%
HAM
1159
Harmony Asset Management
Arizona
$432K +$432K +6,164 New
FOFP
1160
Fee-Only Financial Planning
South Carolina
$431K – – –
FFM
1161
Forum Financial Management
Illinois
$431K -$101K -1,445 -19%
MWM
1162
Mosley Wealth Management
California
$430K +$430K +6,136 New
VFP
1163
Verus Financial Partners
Virginia
$429K +$12.3K +178 +3%
HWA
1164
Heritage Wealth Advisors
Virginia
$428K – – –
CWM
1165
Congress Wealth Management
Massachusetts
$427K +$203K +2,895 +90%
BEI
1166
Benjamin Edwards Inc
Missouri
$427K -$12.7K -181 -3%
FAM
1167
Formidable Asset Management
Ohio
$426K – – –
AWM
1168
Abound Wealth Management
Tennessee
$425K -$140 -2 -0%
IEFM
1169
IQ EQ Fund Management
Ireland
$425K – – –
AWE
1170
Avidian Wealth Enterprises
Texas
$424K +$210 +3 +0%
PE
1171
Point72 Europe
United Kingdom
$424K +$424K +6,048 New
CWM
1172
Cranbrook Wealth Management
Michigan
$423K – – –
CSI
1173
Cross Staff Investments
New York
$423K – – –
FA
1174
FSA Advisors
Michigan
$422K +$422K +6,019 New
BAM
1175
BOS Asset Management
Illinois
$422K -$10.4K -149 -2%
45 46
47
48 49