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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 %
EC
1826
EntryPoint Capital
New York
$421 6 +6 New
RS
1827
Rakuten Securities
Japan
$421 6 +6 New
BC
1828
Belmont Capital
California
$184 3 -235 -99%
ECM
1829
ExodusPoint Capital Management
New York
– – -1,223,978 Closed
MIM
1830
Merewether Investment Management
Texas
– – -790,220 Closed
AA
1831
ALPS Advisors
Colorado
– – -332,109 Closed
CC
1832
Covalis Capital
United Kingdom
– – -199,961 Closed
CWM
1833
C2C Wealth Management
Arizona
– – -182,246 Closed
ACG
1834
Aventail Capital Group
New York
– – -181,799 Closed
ECM
1835
Element Capital Management
New York
– – -120,321 Closed
DRP
1836
Decade Renewable Partners
Texas
– – -104,800 Closed
YCM
1837
Yaupon Capital Management
New York
– – -90,797 Closed
SFM
1838
Soros Fund Management
New York
– – -90,000 Closed
GCM
1839
Greenland Capital Management
New York
– – -88,227 Closed
N
1840
Natixis
France
– – -50,757 Closed
CF
1841
Cantor Fitzgerald
New York
– – -39,084 Closed
Credit Agricole
1842
Credit Agricole
France
– – -32,885 Closed
PSC
1843
Portman Square Capital
United Kingdom
– – -28,767 Closed
PAG
1844
Private Advisory Group
Washington
– – -24,770 Closed
FM
1845
Family Management
New York
– – -22,284 Closed
BPGAM
1846
BTG Pactual Global Asset Management
Bermuda
– – -20,366 Closed
SBH
1847
Segall Bryant & Hamill
Illinois
– – -17,613 Closed
FMAEN1
1848
Fund Management at Engine No 1
California
– – -15,594 Closed
LCM
1849
Landscape Capital Management
New Jersey
– – -15,575 Closed
AIM
1850
Aigen Investment Management
New York
– – -12,482 Closed
72 73
74
75 76