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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 %
HFAS
1326
Hummer Financial Advisory Services
Illinois
$319K – – –
TFA
1327
Trinity Financial Advisors
Ohio
$318K -$237K -3,376 -43%
MPCA
1328
Madison Park Capital Advisors
Washington
$317K +$317K +4,527 New
SAF
1329
Smith Anglin Financial
Texas
$317K +$351 +5 +0.1%
AA
1330
Advisory Alpha
Michigan
$317K -$1.33K -19 -0.4%
SAM
1331
Seelaus Asset Management
New Jersey
$316K – – –
FHA
1332
Flagship Harbor Advisors
Massachusetts
$316K -$20.7K -295 -6%
FMP
1333
Financial Management Professionals
Texas
$316K +$981 +14 +0.3%
RCM
1334
Radnor Capital Management
Pennsylvania
$316K +$21.1K +300 +7%
GIA
1335
GHP Investment Advisors
Colorado
$315K -$44.7K -638 -12%
CICI
1336
Capital Investment Counsel Inc
North Carolina
$315K – – –
FC
1337
Fusion Capital
South Carolina
$314K -$89.3K -1,274 -22%
TCOTS
1338
Trust Company of the South
North Carolina
$314K +$314K +4,478 New
BFIM
1339
Beese Fulmer Investment Management
Ohio
$313K +$2.03K +29 +0.7%
Jones Financial Companies
1340
Jones Financial Companies
Missouri
$312K +$6.87K +98 +2%
IFWM
1341
Institute for Wealth Management
Colorado
$310K -$7.43K -106 -2%
IHL
1342
Investment House LLC
California
$310K +$210 +3 +0.1%
JLBC
1343
J.L. Bainbridge & Co
Florida
$310K +$280 +4 +0.1%
OBGC
1344
O'Brien Greene & Co
Pennsylvania
$310K -$10.2K -146 -3%
TC
1345
Telemus Capital
Michigan
$310K +$491 +7 +0.2%
SFG
1346
SNS Financial Group
Minnesota
$309K -$37.2K -530 -11%
FC
1347
FORA Capital
Florida
$309K +$309K +4,404 New
KCM
1348
KRS Capital Management
Michigan
$309K -$34.6K -493 -10%
HCM
1349
Hall Capital Management
Rhode Island
$308K -$77.5K -1,105 -20%
AF
1350
Aldebaran Financial
$306K -$35.1K -500 -10%
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