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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
$1.37B
2
Morgan Stanley
Morgan Stanley
New York
$1.48B
3
Capital International Investors
Capital International Investors
California
$1.15B
4
Marshall Wace
Marshall Wace
United Kingdom
$111M
5
Barclays
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
Zimmer Partners
New York
$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1501
Boyar Asset Management
New York
$236K – – –
DDC
1502
DF Dent & Co
Maryland
$236K -$561 -8 -0.2%
ACP
1503
Aveo Capital Partners
Colorado
$233K +$233K +3,318 New
PFA
1504
Pure Financial Advisors
California
$232K +$232K +3,311 New
SWP
1505
Significant Wealth Partners
Illinois
$232K +$232K +3,309 New
GL
1506
Gerber LLC
Ohio
$232K +$232K +3,306 New
SAW
1507
Signal Advisors Wealth
Michigan
$232K +$232K +3,304 New
SAM
1508
Satovsky Asset Management
New York
$231K +$2.24K +32 +1%
EWA
1509
Elevate Wealth Advisory
Georgia
$231K +$231K +3,294 New
FWIA
1510
Fort Washington Investment Advisors
Ohio
$231K – – –
AF
1511
Apexium Financial
Texas
$229K – – –
BHCM
1512
Brevan Howard Capital Management
Jersey
$228K +$228K +3,252 New
WP
1513
WealthPLAN Partners
Nebraska
$228K – – –
NRC
1514
New Republic Capital
North Carolina
$227K -$10.7K -152 -4%
IA
1515
Insight Advisors
Pennsylvania
$227K -$841 -12 -0.4%
WAM
1516
WealthTrust Asset Management
Florida
$226K +$421 +6 +0.2%
RB
1517
Renasant Bank
Mississippi
$226K -$125K -1,779 -36%
APW
1518
Austin Private Wealth
Texas
$225K -$29.8K -425 -12%
KWM
1519
Keebeck Wealth Management
Illinois
$225K -$71.6K -1,021 -24%
FFB
1520
First Financial Bankshares
Texas
$224K +$224K +3,201 New
ITB
1521
Idaho Trust Bank
Idaho
$224K – – –
PCA
1522
Private Capital Advisors
Connecticut
$224K – – –
HS
1523
Horan Securities
United States
$223K +$223K +3,186 New
AMR
1524
Asset Management Resources
Massachusetts
$223K +$223K +3,185 New
BWM
1525
Biltmore Wealth Management
Arizona
$223K +$210 +3 +0.1%
59 60
61
62 63