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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 %
PIA
1301
Pinion Investment Advisors
Kansas
$332K +$45.4K +647 +16%
SFWC
1302
Strategic Family Wealth Counselors
New Jersey
$331K +$1.26K +18 +0.4%
BRM
1303
Boston Research & Management
Massachusetts
$330K – – –
TWA
1304
TCI Wealth Advisors
Arizona
$330K -$210 -3 -0.1%
TP
1305
Tranquility Partners
Tennessee
$329K +$3.37K +48 +1%
EWM
1306
Elmwood Wealth Management
California
$329K +$140 +2 +0%
APA
1307
Astoria Portfolio Advisors
New York
$329K +$329K +4,883 New
HDIM
1308
Hanson & Doremus Investment Management
Vermont
$329K – – –
S
1309
Sunpointe
Missouri
$328K +$328K +4,680 New
TWC
1310
TD Waterhouse Canada
Ontario, Canada
$328K -$414K -5,717 -56%
CGH
1311
CMG Global Holdings
Texas
$328K – – –
BIAS
1312
Beacon Investment Advisory Services
New Jersey
$327K -$158K -2,250 -33%
BFC
1313
Bedel Financial Consulting
Indiana
$327K +$9.19K +131 +3%
OLVIG
1314
Oliver Lagore Vanvalin Investment Group
Michigan
$326K +$912 +13 +0.3%
TSS
1315
Thomas Story & Son
Indiana
$326K – – –
IBOK
1316
Independence Bank of Kentucky
Kentucky
$325K +$31.6K +451 +11%
AWM
1317
Aprio Wealth Management
Georgia
$325K +$61.6K +879 +23%
LJAC
1318
L.J. Altfest & Co
New York
$325K – – –
MGAM
1319
McGowan Group Asset Management
Texas
$325K +$140 +2 +0%
VC
1320
Veracity Capital
Georgia
$324K +$324K +4,624 New
WMA
1321
Wealth Management Associates
New Jersey
$323K +$2.88K +41 +0.9%
MW
1322
Marcum Wealth
Ohio
$322K -$35.5K -506 -10%
VCM
1323
Violich Capital Management
California
$322K – – –
IC
1324
Inscription Capital
Texas
$321K -$21.1K -301 -6%
9WM
1325
9258 Wealth Management
Ohio
$319K – – –
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