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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 %
BG
1276
Benedetti & Gucer
Georgia
$344K – – –
CAS
1277
Coppell Advisory Solutions
Texas
$343K +$267K +3,815 +352%
RFM
1278
Royal Fund Management
Florida
$343K +$631 +9 +0.2%
KFG
1279
Kingdom Financial Group
Arizona
$343K -$17.7K -252 -5%
LFA
1280
Legacy Financial Advisors
Kentucky
$342K +$26K +371 +8%
JC
1281
Jentner Corp
Ohio
$342K +$342K +4,872 New
CCB
1282
Cutter & Co Brokerage
Missouri
$341K -$6.24K -89 -2%
MGIA
1283
Moneta Group Investment Advisors
Missouri
$341K +$43.5K +620 +15%
WJWM
1284
Williams Jones Wealth Management
New York
$340K +$31.6K +450 +10%
EFSCE
1285
Enterprise Financial Services Corp (EFSC)
Missouri
$340K +$340K +4,843 New
VSQM
1286
V-Square Quantitative Management
Illinois
$339K +$17.3K +246 +5%
RVPG
1287
Relative Value Partners Group
$339K +$26.4K +377 +8%
GEA
1288
Glen Eagle Advisors
New Jersey
$339K -$12.9K -184 -4%
WC
1289
Wynn Capital
Georgia
$339K +$339K +4,828 New
PWMG
1290
Pinnacle Wealth Management Group
Michigan
$338K +$28K +400 +9%
TWM
1291
Triton Wealth Management
Arizona
$338K – – –
HR
1292
Hardy Reed
Mississippi
$338K +$104K +1,477 +44%
DSC
1293
Duncker Streett & Co
Missouri
$338K – – –
SC
1294
Scotia Capital
Ontario, Canada
$337K -$63.1K -900 -16%
LIG
1295
Lokken Investment Group
Delaware
$336K – – –
SEP
1296
Southland Equity Partners
Missouri
$336K +$7.08K +101 +2%
HIC
1297
Hartline Investment Corp
Illinois
$335K -$14K -200 -4%
TCMP
1298
Thrive Capital Management (Pennsylvania)
Pennsylvania
$335K -$101K -1,441 -23%
Wolverine Trading
1299
Wolverine Trading
Illinois
$333K +$333K +4,753 New
WT
1300
Washington Trust
Rhode Island
$333K – – –
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