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Southern Company
SO

Overview Fund Activity

1,828 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, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.8%
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
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.37B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.48B
3
Capital International Investors
3
Capital International Investors
California
$1.15B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$111M
5
Barclays
5
Barclays
United Kingdom
$243M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$100M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.1B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.55B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$29.9M
5
ZP
5
Zimmer Partners
New York
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
TCPG
1751
Trivant Custom Portfolio Group
California
$21K 300 – –
CWA
1752
Core Wealth Advisors
Florida
$21K 300 +300 New
ATC
1753
Advantage Trust Company
Kansas
$21K 300 +300 New
AWM
1754
Activest Wealth Management
Florida
$21K 300 +300 New
GKIM
1755
GW&K Investment Management
Massachusetts
$21K 306 -31 -9%
POIA
1756
Pin Oak Investment Advisors
Texas
$21K 300 +300 New
KFS
1757
Kelly Financial Services
Massachusetts
$20.3K 289 +3 +1%
S
1758
Sachetta
Massachusetts
$19.8K 283 +283 New
TCG
1759
Transcendent Capital Group
Oklahoma
$19.6K 279 +279 New
VCM
1760
Versant Capital Management
Arizona
$19.2K 274 -370 -57%
CFS
1761
CGC Financial Services
Oregon
$18.9K 270 +210 +350%
DF
1762
Dunhill Financial
United Kingdom
$18.7K 267 +267 New
FP
1763
Financial Perspectives
Minnesota
$18K 256 – –
MWA
1764
Miller Wealth Advisors
Colorado
$17.5K 250 – –
CYG
1765
Clean Yield Group
Vermont
$17.5K 250 – –
CBT
1766
Central Bank & Trust
Kentucky
$17.5K 250 – –
WWM
1767
Wolff Wiese Magana
California
$16.7K 238 – –
GFPC
1768
Global Financial Private Client
Florida
$16.3K 233 – –
EBA
1769
Eagle Bay Advisors
New York
$15.8K 226 +9 +4%
T
1770
Tidemark
California
$15.8K 225 +225 New
PS
1771
Planned Solutions
California
$15.6K 222 +222 New
NECFA
1772
New England Capital Financial Advisors
Connecticut
$15.4K 220 +2 +0.9%
Acadian Asset Management
1773
Acadian Asset Management
Massachusetts
$15K 219 +219 New
LCM
1774
Logan Capital Management
Pennsylvania
$14.7K 210 -210 -50%
WAS
1775
Winch Advisory Services
Wisconsin
$14.7K 210 +2 +1%
69 70
71
72 73