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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 %
Capstone Investment Advisors
1226
Capstone Investment Advisors
New York
$375K -$1.28M -18,256 -77%
RCM
1227
RB Capital Management
Nevada
$374K -$21.4K -305 -5%
PWAM
1228
Pinnacle West Asset Management
Wyoming
$374K +$13.3K +190 +4%
UCMOK
1229
United Capital Management of KS
Kansas
$373K -$43.3K -617 -10%
AC
1230
AlphaCore Capital
California
$373K -$73.1K -1,042 -16%
HIP
1231
HUB Investment Partners
Texas
$373K +$53.5K +763 +17%
FNBT
1232
FineMark National Bank & Trust
Florida
$371K +$13.1K +187 +4%
AAIS
1233
ABN AMRO Investment Solutions
$371K -$28.3K -404 -7%
SL
1234
Salomon & Ludwin
Virginia
$369K – – –
LGA
1235
Lebenthal Global Advisors
New York
$369K -$2.24K -32 -0.6%
CCWM
1236
Correct Capital Wealth Management
Missouri
$368K +$368K +5,250 New
AI
1237
Atom Investors
Texas
$367K -$25.9K -370 -7%
FNBTCON
1238
First National Bank & Trust Co of Newtown
Pennsylvania
$367K -$13K -185 -3%
NAM
1239
NorthCrest Asset Manangement
Minnesota
$365K -$129K -1,839 -26%
AIA
1240
Angeles Investment Advisors
California
$365K +$42.9K +612 +13%
EIA
1241
Eastover Investment Advisors
North Carolina
$364K – – –
C
1242
Certuity
Florida
$363K +$363K +5,181 New
BCG
1243
Breakwater Capital Group
New Jersey
$363K +$62.3K +905 +21%
CCM
1244
Chaney Capital Management
Washington
$362K +$362K +5,166 New
CIA
1245
Cladis Investment Advisory
Montana
$362K – – –
WQ
1246
Wealth Quarterback
New Jersey
$361K +$90K +1,284 +33%
LC
1247
Lindbrook Capital
California
$360K +$126K +1,801 +54%
CCA
1248
Childress Capital Advisors
Texas
$360K +$2.24K +32 +0.6%
WA
1249
WealthTrust Axiom
Pennsylvania
$360K +$7.01K +100 +2%
RCM
1250
Requisite Capital Management
Texas
$360K +$360K +5,128 New
48 49
50
51 52