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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 %
ECU
1851
Eisler Capital (US)
New York
– – -11,673 Closed
TC
1852
Toews Corporation
New Jersey
– – -11,600 Closed
MFS
1853
Mirabella Financial Services
United Kingdom
– – -9,654 Closed
JF
1854
Jump Financial
Illinois
– – -9,587 Closed
ACM
1855
Alethea Capital Management
Washington
– – -6,658 Closed
MS
1856
Maven Securities
Jersey
– – -6,476 Closed
FRM
1857
Fox Run Management
Connecticut
– – -6,470 Closed
MSR
1858
Main Street Research
Connecticut
– – -6,460 Closed
I
1859
InceptionR
California
– – -6,383 Closed
Group One Trading
1860
Group One Trading
Illinois
– – -5,977 Closed
Financial Engines Advisors
1861
Financial Engines Advisors
California
– – -5,430 Closed
PJSIMP
1862
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -5,405 Closed
AA
1863
Auxano Advisors
Washington
– – -5,183 Closed
TSS
1864
Two Sigma Securities
New York
– – -4,973 Closed
GWP
1865
Gateway Wealth Partners
Wisconsin
– – -4,945 Closed
VC
1866
Vicus Capital
Pennsylvania
– – -4,398 Closed
WP
1867
WealthShield Partners
North Carolina
– – -4,099 Closed
MWM
1868
MBE Wealth Management
Wisconsin
– – -4,090 Closed
AR
1869
Advisory Research
Illinois
– – -4,011 Closed
HT
1870
Headlands Technologies
Illinois
– – -3,971 Closed
SFC
1871
Strategic Financial Concepts
Texas
– – -3,807 Closed
STC
1872
Sarah T. Connolly
– – -3,740 Closed
SEC
1873
Seven Eight Capital
New York
– – -3,721 Closed
WWM
1874
Wiser Wealth Management
Georgia
– – -3,587 Closed
ISWM
1875
Independent Solutions Wealth Management
New York
– – -3,550 Closed
73 74
75
76 77