We are live on ! Find out more
SO icon

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
Credit Agricole
1851
Credit Agricole
France
– -$2.13M -32,885 Closed
PSC
1852
Portman Square Capital
United Kingdom
– -$1.98M -28,767 Closed
PAG
1853
Private Advisory Group
Washington
– -$1.6M -24,770 Closed
FM
1854
Family Management
New York
– -$1.44M -22,284 Closed
BPGAM
1855
BTG Pactual Global Asset Management
Bermuda
– -$1.32M -20,366 Closed
SBH
1856
Segall Bryant & Hamill
Illinois
– -$1.14M -17,613 Closed
FMAEN1
1857
Fund Management at Engine No 1
California
– -$1.01M -15,594 Closed
LCM
1858
Landscape Capital Management
New Jersey
– -$1.01M -15,575 Closed
AIM
1859
Aigen Investment Management
New York
– -$808K -12,482 Closed
ECU
1860
Eisler Capital (US)
New York
– -$802K -11,673 Closed
TC
1861
Toews Corporation
New Jersey
– -$751K -11,600 Closed
MFS
1862
Mirabella Financial Services
United Kingdom
– -$625K -9,654 Closed
JF
1863
Jump Financial
Illinois
– -$620K -9,587 Closed
ACM
1864
Alethea Capital Management
Washington
– -$431K -6,658 Closed
MS
1865
Maven Securities
Jersey
– -$445K -6,476 Closed
FRM
1866
Fox Run Management
Connecticut
– -$419K -6,470 Closed
MSR
1867
Main Street Research
Connecticut
– -$418K -6,460 Closed
I
1868
InceptionR
California
– -$413K -6,383 Closed
Group One Trading
1869
Group One Trading
Illinois
– -$410K -5,977 Closed
PPG
1870
Peak Planning Group
Colorado
– -$367K -5,668 Closed
Financial Engines Advisors
1871
Financial Engines Advisors
California
– -$351K -5,430 Closed
PJSIMP
1872
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$359K -5,405 Closed
AA
1873
Auxano Advisors
Washington
– -$335K -5,183 Closed
TSS
1874
Two Sigma Securities
New York
– -$341K -4,973 Closed
GWP
1875
Gateway Wealth Partners
Wisconsin
– -$320K -4,945 Closed
73 74
75
76 77

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.