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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 %
SFA
1426
Semmax Financial Advisors
North Carolina
$264K +$2.3K +34 +0.9%
KA
1427
Klingman & Associates
New York
$264K +$2.38K +34 +0.9%
FCFC
1428
First Citizens Financial Corp
Iowa
$263K -$8.77K -125 -3%
WIC
1429
Willis Investment Counsel
Georgia
$263K – – –
JWM
1430
Janiczek Wealth Management
Colorado
$263K +$44.2K +631 +20%
DA
1431
Drake & Associates
Wisconsin
$263K +$22.9K +326 +10%
FA
1432
Fiduciary Alliance
South Carolina
$262K -$5.89K -84 -2%
SHFP
1433
Second Half Financial Partners
Florida
$262K – – –
ACM
1434
Ardent Capital Management
Ohio
$262K – – –
DWM
1435
Dogwood Wealth Management
Kansas
$262K +$262K +3,737 New
ATWA
1436
Arbor Trust Wealth Advisors
Michigan
$262K – – –
PWM
1437
Palumbo Wealth Management
New York
$260K -$1.19K -17 -0.5%
KWMG
1438
King Wealth Management Group
Florida
$260K +$210 +3 +0.1%
NAS
1439
Nicolet Advisory Services
Wisconsin
$260K -$33.7K -471 -11%
NFG
1440
Nadler Financial Group
Illinois
$260K – – –
PPWP
1441
Premier Path Wealth Partners
New Jersey
$259K +$259K +3,698 New
RZH
1442
Relyea Zuckerberg Hanson
Connecticut
$258K +$16.7K +238 +7%
LA
1443
Lifeworks Advisors
Michigan
$258K -$23.6K -337 -8%
MFG
1444
MidWestOne Financial Group
Iowa
$258K -$105K -1,500 -29%
WCM
1445
WealthBridge Capital Management
Ohio
$258K +$4.77K +68 +2%
AT
1446
Arlington Trust
Alabama
$258K +$254K +3,625 +7,552%
WCAMG
1447
Woodard & Company Asset Management Group
North Carolina
$257K – – –
SC
1448
Sawyer & Company
Massachusetts
$257K – – –
AIM
1449
Athena Investment Management
California
$257K – – –
DWM
1450
Drive Wealth Management
Utah
$257K +$28.4K +405 +12%
56 57
58
59 60