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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 %
SC
1176
Schulhoff & Co
Ohio
$421K – – –
AFAS
1177
Acorn Financial Advisory Services
Virginia
$421K -$46K -652 -10%
KCFA
1178
Key Client Fiduciary Advisors
New Jersey
$420K -$26.4K -377 -6%
AFA
1179
American Financial Advisors
Georgia
$419K +$26.3K +375 +7%
RC
1180
Roundview Capital
New Jersey
$417K +$417K +5,954 New
DI
1181
Diligent Investors
California
$416K -$13.7K -196 -3%
KC
1182
Kingfisher Capital
North Carolina
$415K +$1.82K +26 +0.4%
DA
1183
Doliver Advisors
Texas
$415K -$10.5K -150 -2%
GI
1184
GAMMA Investing
California
$413K +$413K +5,942 New
KFA
1185
Kapstone Financial Advisors
Ohio
$412K +$4.57K +66 +1%
SP
1186
Symmetry Partners
Connecticut
$409K -$72.5K -1,032 -15%
PFG
1187
Prosperity Financial Group
California
$409K -$16.8K -240 -4%
SEEDPG
1188
S.E.E.D. Planning Group
New York
$409K +$144K +2,047 +54%
GM
1189
GeoWealth Management
Illinois
$408K -$868K -12,370 -68%
MBT
1190
Montecito Bank & Trust
California
$406K – – –
LSAG
1191
Lake Street Advisors Group
New Hampshire
$404K +$404K +5,758 New
CWM
1192
Cornerstone Wealth Management
Missouri
$403K -$23.8K -340 -6%
CA
1193
CSM Advisors
Pennsylvania
$402K -$35.1K -500 -8%
NRA
1194
NSI Retail Advisors
Pennsylvania
$402K -$35.1K -500 -8%
OAM
1195
Oppenheimer Asset Management
New York
$401K +$22.7K +324 +6%
RWI
1196
Red Wave Investments
Pennsylvania
$401K -$3.86K -55 -1%
PG
1197
Patten Group
Tennessee
$401K -$351 -5 -0.1%
BL
1198
Balentine LLC
Georgia
$401K -$56.6K -807 -12%
ACI
1199
Alpha Cubed Investments
California
$400K -$68.9K -983 -15%
SIM
1200
Sentry Investment Management
Wisconsin
$400K -$43K -614 -10%
46 47
48
49 50