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Southern Company
SO

1,837 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 648 increasing their positions, 713 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 85

75% more call options, than puts

Call options by funds: $399M | Put options by funds: $228M

11% more capital invested

Capital invested by funds: $44.9B → $49.9B (+$5.03B)

7% more funds holding

Funds holding: 1,709 → 1,837 (+128)

1.69% more ownership

Funds ownership: 63.54% → 65.23% (+1.7%)

9% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 713

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
1,837
Holders Change
+128
Holders Change %
+7.49%
% of All Funds
26.78%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
240
Increased
648
Reduced
713
Closed
85
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$826M
2
Morgan Stanley
Morgan Stanley
New York
+$779M
3
Capital International Investors
Capital International Investors
California
+$392M
4
Marshall Wace
Marshall Wace
United Kingdom
+$107M
5
Barclays
Barclays
United Kingdom
+$92.5M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$552M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$80.6M
5
ECM
ExodusPoint Capital Management
New York
-$79.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1826
Financial Avengers
California
$1.46K – – –
RWML
1827
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.33K – – –
DWA
1828
Delos Wealth Advisors
Texas
$1.26K – – –
CP
1829
Castleview Partners
Texas
$1.26K -$371K -5,401 -100%
WA
1830
WestEnd Advisors
North Carolina
$1.19K -$755 -11 -39%
FSWA
1831
Financial Synergies Wealth Advisors
Texas
$1K -$34.2K -498 -97%
OCM
1832
Orion Capital Management
California
$982 – – –
TWD
1833
True Wealth Design
Ohio
$842 – – –
VWA
1834
Valued Wealth Advisors
Utah
$454 +$481 +7 New
EC
1835
EntryPoint Capital
New York
$421 +$412 +6 New
RS
1836
Rakuten Securities
Japan
$421 +$412 +6 New
BC
1837
Belmont Capital
California
$184 -$16.1K -235 -99%
ECM
1838
ExodusPoint Capital Management
New York
– -$79.2M -1,223,978 Closed
MIM
1839
Merewether Investment Management
Texas
– -$51.1M -790,220 Closed
AA
1840
ALPS Advisors
Colorado
– -$21.5M -332,109 Closed
CC
1841
Covalis Capital
United Kingdom
– -$12.9M -199,961 Closed
CWM
1842
C2C Wealth Management
Arizona
– -$11.4M -182,246 Closed
ACG
1843
Aventail Capital Group
New York
– -$11.8M -181,799 Closed
ECM
1844
Element Capital Management
New York
– -$7.79M -120,321 Closed
DRP
1845
Decade Renewable Partners
Texas
– -$6.78M -104,800 Closed
YCM
1846
Yaupon Capital Management
New York
– -$5.88M -90,797 Closed
SFM
1847
Soros Fund Management
New York
– -$5.82M -90,000 Closed
GCM
1848
Greenland Capital Management
New York
– -$5.71M -88,227 Closed
N
1849
Natixis
France
– -$3.28M -50,757 Closed
CF
1850
Cantor Fitzgerald
New York
– -$2.53M -39,084 Closed
72 73
74
75 76

SO Hedge Fund Activity: Q4 2023 in Review

1,837 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2023, worth a combined $49.9B — up 11% from $44.9B a quarter earlier.

Buyers outnumbered sellers: 240 funds opened new SO positions and 85 closed out — a net gain of 155 holders — while 648 added to existing stakes and 713 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $826M. The largest seller was Capital Research Global Investors, cutting an estimated $552M.

  • 1,837 institutional investors held Southern Company (SO) as of Q4 2023, up from 1,709 in Q3 2023.
  • Funds reported $49.9B of Southern Company stock for Q4 2023, up 11% quarter-over-quarter.
  • 240 funds opened new Southern Company positions in Q4 2023 and 85 closed out, a net change of +155 holders.
  • The largest Southern Company buyer in Q4 2023 was JP Morgan Chase, an estimated $826M added.
  • The largest Southern Company seller in Q4 2023 was Capital Research Global Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2023.