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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 %
GW
176
GW & Wade
Massachusetts
$16.2M 231,291 +4,014 +2%
SCTC
177
Sanibel Captiva Trust Company
Florida
$16.1M 229,139 +229,139 New
ST
178
Sabal Trust
Florida
$15.8M 225,182 +225,182 New
TPSF
179
Texas Permanent School Fund
Texas
$15.8M 225,179 -154 -0.1%
CAN
180
Cetera Advisor Networks
California
$15.5M 221,282 +15,259 +7%
Renaissance Technologies
181
Renaissance Technologies
New York
$15.3M 218,400 +218,400 New
Calamos Advisors
182
Calamos Advisors
Illinois
$15.3M 218,349 +1,322 +0.6%
RCYC
183
Richard C. Young & Co
Rhode Island
$15.1M 215,797 +3,871 +2%
Citadel Advisors
184
Citadel Advisors
Florida
$15.1M 215,779 -467,856 -68%
CAMG
185
CWA Asset Management Group
Florida
$15.1M 215,196 -4,626 -2%
CGH
186
Crossmark Global Holdings
Texas
$14.8M 210,414 +6,466 +3%
SI
187
Stephens Inc
Arkansas
$14.7M 208,991 +46,918 +29%
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$14.3M 204,406 -1,839 -0.9%
Kayne Anderson Rudnick Investment Management
189
Kayne Anderson Rudnick Investment Management
California
$14.1M 201,204 -17,773 -8%
LMIM
190
Lockheed Martin Investment Management
Maryland
$14M 199,500 +129,000 +183%
Hudson Bay Capital Management
191
Hudson Bay Capital Management
Connecticut
$13.8M 196,207 +83,332 +74%
GCM
192
Graham Capital Management
Connecticut
$13.7M 194,753 +191,192 +5,369%
AQR Capital Management
193
AQR Capital Management
Connecticut
$13.6M 195,412 +7,003 +4%
NPA
194
Nichols & Pratt Advisers
Massachusetts
$13.6M 194,227 -2,005 -1%
Janus Henderson Group
195
Janus Henderson Group
United Kingdom
$13.5M 192,780 -22,571 -10%
CNB
196
Czech National Bank
Czech Republic
$13.4M 191,015 +409 +0.2%
FGAM
197
Financial Gravity Asset Management
Texas
$13.4M 1,488 +1,203 +422%
URS
198
Utah Retirement Systems
Utah
$13.3M 189,072 +1,600 +0.9%
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$13.1M 186,963 +1,731 +0.9%
SG Americas Securities
200
SG Americas Securities
New York
$13M 186,013 -79,046 -30%
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