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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
CAC
1901
Certified Advisory Corp
Florida
– -$84.3K -1,302 Closed
EC
1902
Elequin Capital
New York
– -$81.1K -1,253 Closed
NIC
1903
Northwest Investment Counselors
Oregon
– -$58.2K -900 Closed
BFPW
1904
BOK Financial Private Wealth
Colorado
– -$54.7K -845 Closed
AAP
1905
Arax Advisory Partners
Colorado
– -$47.9K -740 Closed
Simplex Trading
1906
Simplex Trading
Illinois
– -$49.7K -724 Closed
BAAM
1907
Baker Avenue Asset Management
California
– -$41.8K -646 Closed
APF
1908
Alaska Permanent Fund
Alaska
– -$36.6K -566 Closed
HF
1909
Halpern Financial
Virginia
– -$35.6K -550 Closed
RW
1910
RVW Wealth
California
– -$35.5K -548 Closed
ICM
1911
Intrepid Capital Management
Florida
– -$27.7K -428 Closed
AFS
1912
Annapolis Financial Services
Maryland
– -$18.1K -280 Closed
MIA
1913
Milestone Investment Advisors
Wisconsin
– -$12.9K -200 Closed
FFC
1914
First Financial Corp
Indiana
– -$5.5K -85 Closed
AWA
1915
Authentikos Wealth Advisory
California
– -$3.5K -54 Closed
GI
1916
GS Investments
Minnesota
– -$3.3K -51 Closed
AP
1917
Arlington Partners
Alabama
– -$3.11K -48 Closed
PCTC
1918
Perkins Coie Trust Company
Washington
– -$2.39K -37 Closed
BFP
1919
Briaud Financial Planning
Texas
– -$1K -30 Closed
UFF
1920
USA Financial Formulas
Michigan
– -$1.49K -23 Closed
TWP
1921
TFO Wealth Partners
Ohio
– -$913 -13 Closed
PVH
1922
Psagot Value Holdings
Israel
– +$69 +1 New
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.