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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
26.81%
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 %
ICM
1901
Intrepid Capital Management
Florida
– – -428 Closed
AFS
1902
Annapolis Financial Services
Maryland
– – -280 Closed
MIA
1903
Milestone Investment Advisors
Wisconsin
– – -200 Closed
FFC
1904
First Financial Corp
Indiana
– – -85 Closed
AWA
1905
Authentikos Wealth Advisory
California
– – -54 Closed
GI
1906
GS Investments
Minnesota
– – -51 Closed
AP
1907
Arlington Partners
Alabama
– – -48 Closed
PCTC
1908
Perkins Coie Trust Company
Washington
– – -37 Closed
BFP
1909
Briaud Financial Planning
Texas
– – -30 Closed
UFF
1910
USA Financial Formulas
Michigan
– – -23 Closed
TWP
1911
TFO Wealth Partners
Ohio
– – -13 Closed
CAM
1912
ClariVest Asset Management
California
– – -5 Closed
IMC Chicago
1913
IMC Chicago
Illinois
– – – –
SA
1914
SpiderRock Advisors
Delaware
– – – –
Twin Tree Management
1915
Twin Tree Management
Texas
– – – –
LP
1916
LMR Partners
United Kingdom
– – – –
PMEF
1917
Point72 Middle East FZE
United Arab Emirates
– – – –
HT
1918
HAP Trading
New York
– – – –
Point72 Asset Management
1919
Point72 Asset Management
Connecticut
– – – –
Capital Fund Management (CFM)
1920
Capital Fund Management (CFM)
France
– – – –
CAM
1921
CenterStar Asset Management
Illinois
– – – –
Parallax Volatility Advisers
1922
Parallax Volatility Advisers
California
– – – –
PVH
1923
Psagot Value Holdings
Israel
$0 1 +1 New
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