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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 %
SA
1451
Strategic Advisors
New York
$257K +$70 +1 +0%
SC
1452
Sepio Capital
Utah
$257K +$257K +3,659 New
WFA
1453
WMG Financial Advisors
Tennessee
$257K -$14.4K -205 -5%
FAM
1454
Flaharty Asset Management
Florida
$256K – – –
OFA
1455
Oak Family Advisors
Illinois
$255K – – –
MMA
1456
Miracle Mile Advisors
California
$254K -$2.81K -40 -1%
NC
1457
NBW Capital
Massachusetts
$254K -$701 -10 -0.3%
PIM
1458
Plato Investment Management
Australia
$254K +$254K +3,622 New
MWC
1459
MBM Wealth Consultants
Missouri
$254K +$1.25K +18 +0.5%
AC
1460
Allstate Corporation
Illinois
$253K +$22.2K +316 +10%
IWM
1461
Integris Wealth Management
California
$252K – – –
VT
1462
Vise Technologies
New York
$251K -$26.4K -376 -10%
DIA
1463
Dean Investment Associates
Ohio
$251K -$5.75K -82 -2%
QC
1464
Quent Capital
New York
$250K +$24.3K +346 +11%
BONH
1465
Bank of New Hampshire
New Hampshire
$250K – – –
RIM
1466
Redwood Investment Management
Arizona
$250K +$250K +3,570 New
LAM
1467
L2 Asset Management
Massachusetts
$250K +$233K +3,316 +1,348%
GA
1468
Geller Advisors
New York
$249K – – –
WAM
1469
Worth Asset Management
Texas
$249K +$249K +3,550 New
ACM
1470
Altrius Capital Management
North Carolina
$249K -$43.3K -617 -15%
CTB
1471
Country Trust Bank
Illinois
$248K -$40.2K -574 -14%
NFSG
1472
Newbridge Financial Services Group
Florida
$248K -$62.5K -892 -20%
GSB
1473
Greenfield Savings Bank
Massachusetts
$248K -$8.13K -116 -3%
PWM
1474
PBMares Wealth Management
Virginia
$248K -$142K -2,029 -36%
PPP
1475
Private Portfolio Partners
New Jersey
$247K +$1.54K +22 +0.6%
57 58
59
60 61