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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 %
CIM
1251
CIM Investment Management
Pennsylvania
$359K – – –
SMA
1252
Sage Mountain Advisors
Georgia
$358K +$45.3K +646 +14%
GIM
1253
Greylin Investment Management
Virginia
$357K -$27.3K -390 -7%
WPW
1254
Waldron Private Wealth
Pennsylvania
$356K -$27.2K -388 -7%
TA
1255
TruWealth Advisors
Louisiana
$356K -$9.19K -131 -3%
CA
1256
Cornerstone Advisory
Maryland
$356K +$35.8K +510 +11%
SIC
1257
Sigma Investment Counselors
Michigan
$355K +$771 +11 +0.2%
MM
1258
MQS Management
New York
$355K +$355K +5,057 New
RAG
1259
RIA Advisory Group
Iowa
$354K -$443K -7,921 -56%
LDB
1260
Lee, Danner & Bass
Tennessee
$354K -$16.1K -230 -4%
PCM
1261
Penserra Capital Management
California
$353K -$74K -1,059 -17%
FWCM
1262
Ferguson Wellman Capital Management
Oregon
$352K +$41.7K +594 +13%
WS
1263
Wela Strategies
Georgia
$351K +$11K +157 +3%
AWG
1264
Altus Wealth Group
Colorado
$350K – – –
MCP
1265
Mirador Capital Partners
California
$349K +$12.6K +180 +4%
RW
1266
REDW Wealth
New Mexico
$349K -$24.7K -352 -7%
KOC
1267
Koss-Olinger Consulting
Florida
$348K -$7.02K -100 -2%
PFWA
1268
Paces Ferry Wealth Advisors
Georgia
$348K +$31.8K +454 +10%
MHR
1269
Matthew Hamilton Rosenberg
$347K -$8.91K -127 -3%
ZF
1270
Zhang Financial
Michigan
$346K -$28.4K -405 -8%
MF
1271
Meridian Financial
Massachusetts
$345K – – –
RMDI
1272
R.M. Davis Inc
Maine
$345K +$89K +1,269 +35%
CAM
1273
Campion Asset Management
Virginia
$345K – – –
MA
1274
MKT Advisors
California
$345K -$72 -1 -0%
PGF
1275
Plan Group Financial
Oklahoma
$344K -$143K -2,045 -29%
49 50
51
52 53