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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 %
AFT
1876
Alpha Family Trust
California
– – -3,520 Closed
DWP
1877
Destiny Wealth Partners
Florida
– – -3,520 Closed
ACP
1878
Aviance Capital Partners
Florida
– – -3,457 Closed
FWM
1879
Finer Wealth Management
Massachusetts
– – -3,397 Closed
CWM
1880
Campbell Wealth Management
Virginia
– – -3,260 Closed
CWM
1881
Chesapeake Wealth Management
Virginia
– – -3,173 Closed
CCP
1882
Carmel Capital Partners
California
– – -2,724 Closed
PI
1883
PEAK6 Investments
Illinois
– – -2,503 Closed
ALAM
1884
Asahi Life Asset Management
Japan
– – -2,432 Closed
WWP
1885
WR Wealth Planners
Missouri
– – -2,271 Closed
RTC
1886
Riverview Trust Company
Washington
– – -1,867 Closed
HL
1887
HeadInvest LLC
Maine
– – -1,719 Closed
AIM
1888
Acropolis Investment Management
Missouri
– – -1,577 Closed
RCG
1889
Rock Creek Group
District of Columbia
– – -1,414 Closed
SOW
1890
State of Wyoming
Wyoming
– – -1,318 Closed
CAC
1891
Certified Advisory Corp
Florida
– – -1,302 Closed
EC
1892
Elequin Capital
New York
– – -1,253 Closed
NIC
1893
Northwest Investment Counselors
Oregon
– – -900 Closed
BFPW
1894
BOK Financial Private Wealth
Colorado
– – -845 Closed
AAP
1895
Arax Advisory Partners
Colorado
– – -740 Closed
Simplex Trading
1896
Simplex Trading
Illinois
– – -724 Closed
BAAM
1897
Baker Avenue Asset Management
California
– – -646 Closed
APF
1898
Alaska Permanent Fund
Alaska
– – -566 Closed
HF
1899
Halpern Financial
Virginia
– – -550 Closed
RW
1900
RVW Wealth
California
– – -548 Closed
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