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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 %
RRA
1376
Round Rock Advisors
Connecticut
$289K -$22.8K -325 -7%
1SB
1377
1ST Source Bank
Indiana
$289K – – –
TCA
1378
Transcend Capital Advisors
New Jersey
$288K +$19.4K +276 +7%
AFP
1379
Ausdal Financial Partners
Iowa
$288K +$421 +6 +0.1%
TPWA
1380
TRUE Private Wealth Advisors
Oregon
$286K -$140 -2 -0%
GFG
1381
Goldstone Financial Group
Illinois
$286K +$25.5K +364 +10%
BFA
1382
Bill Few Associates
Pennsylvania
$286K – – –
EE
1383
EWG Elevate
California
$284K -$32.7K -467 -10%
PIM
1384
Penobscot Investment Management
Massachusetts
$284K – – –
SSC
1385
Syverson Strege & Co
Iowa
$284K -$561 -8 -0.2%
AWM
1386
Aviso Wealth Management
Washington
$284K +$284K +4,043 New
CBB
1387
Citizens Business Bank
California
$283K -$210 -3 -0.1%
SIG
1388
Sargent Investment Group
Maryland
$282K +$8.41K +120 +3%
RRCM
1389
Rappaport Reiches Capital Management
Illinois
$282K +$282K +4,017 New
FA
1390
Fagan Associates
New York
$281K – – –
O3W
1391
Omni 360 Wealth
New Jersey
$281K +$281K +4,006 New
KFP
1392
KMG Fiduciary Partners
Ohio
$280K -$35.1K -500 -11%
WF
1393
Wayfinding Financial
Washington
$279K +$8.41K +120 +3%
AWM
1394
Altus Wealth Management
Kentucky
$279K – – –
LCM
1395
LCM Capital Management
Illinois
$277K -$5.12K -73 -2%
RA
1396
Rise Advisors
New York
$277K +$34.1K +487 +14%
SPWG
1397
Syntegra Private Wealth Group
Missouri
$276K +$7.36K +105 +3%
BAM
1398
Byrne Asset Management
New Jersey
$276K -$19.1K -275 -6%
BLAM
1399
Bourne Lent Asset Management
New York
$276K – – –
CGFA
1400
Colton Groome Financial Advisors
North Carolina
$275K +$275K +3,917 New
54 55
56
57 58