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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 %
TC
1476
Truvestments Capital
Florida
$246K +$106K +1,512 +76%
SLT
1477
St Louis Trust
Missouri
$245K – – –
3IP
1478
3Chopt Investment Partners
Virginia
$244K +$244K +3,483 New
SCA
1479
Stonebridge Capital Advisors
Minnesota
$244K -$4.7K -67 -2%
WA
1480
Waterford Advisors
New York
$243K +$14K +200 +6%
NF
1481
Nikulski Financial
Iowa
$243K – – –
DWM
1482
Dakota Wealth Management
Florida
$243K +$243K +3,465 New
MC
1483
Maverick Capital
Texas
$243K -$613K -8,740 -72%
WI
1484
Wedgewood Investors
Pennsylvania
$242K -$28K -400 -10%
BBA
1485
BLB&B Advisors
Pennsylvania
$242K -$4.42K -63 -2%
SCM
1486
Saxony Capital Management
Missouri
$242K +$242K +3,448 New
CA
1487
Continuum Advisory
Idaho
$241K -$109K -1,554 -31%
ZIG
1488
Zullo Investment Group
Pennsylvania
$241K +$11K +157 +5%
PCG
1489
PFC Capital Group
California
$241K +$241K +3,450 New
MFC
1490
Morris Financial Concepts
South Carolina
$240K -$8.84K -126 -4%
AGC
1491
Aspen Grove Capital
Colorado
$240K +$11.8K +170 +5%
PWP
1492
Phillips Wealth Planners
Mississippi
$239K +$5.02K +73 +2%
OSNBOA
1493
Old Second National Bank of Aurora
Illinois
$239K +$42.1K +600 +21%
OWA
1494
Octavia Wealth Advisors
Ohio
$239K -$18.1K -258 -7%
FBB
1495
Fulton Breakefield Broenniman
Maryland
$239K -$20.3K -290 -8%
FAM
1496
Family Asset Management
South Carolina
$239K -$17.5K -250 -7%
ACA
1497
Anchor Capital Advisors
Massachusetts
$238K – – –
EWS
1498
Eagle Wealth Strategies
New Jersey
$238K +$238K +3,394 New
MWM
1499
Merriman Wealth Management
Washington
$238K -$3.23K -46 -1%
SWP
1500
Summit Wealth Partners
Florida
$236K – – –
58 59
60
61 62