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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 %
UIM
201
USS Investment Management
United Kingdom
$13M 185,520 -36,457 -16%
BCM
202
Becker Capital Management
Oregon
$13M 185,060 +22,797 +14%
Cerity Partners
203
Cerity Partners
New York
$12.9M 184,329 +20,692 +13%
Schroder Investment Management Group
204
Schroder Investment Management Group
United Kingdom
$12.8M 182,196 -4,050 -2%
CWM
205
Calamos Wealth Management
Illinois
$12.7M 181,376 +151,492 +507%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$12.4M 177,164 -5,901 -3%
CC
207
Cornerstone Capital
California
$12.4M 176,719 -8,156 -4%
IMPI
208
Ilmarinen Mutual Pension Insurance
Finland
$12.4M 176,500 +10,500 +6%
ERIM
209
Eagle Ridge Investment Management
Connecticut
$12.3M 175,062 -1,018 -0.6%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$12.2M 174,605 +4,413 +3%
LIM
211
Leavell Investment Management
Alabama
$12.2M 173,624 +4,257 +3%
YCM
212
Yousif Capital Management
Michigan
$12M 171,714 -7,581 -4%
EAM
213
Eventide Asset Management
Massachusetts
$11.9M 169,005 +169,005 New
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$11.6M 165,399 -4,670 -3%
CWG
215
Cornerstone Wealth Group
North Carolina
$11.5M 164,070 +102,924 +168%
CGPCS
216
Capital Group Private Client Services
California
$11.5M 163,632 +163,632 New
ACA
217
Aptus Capital Advisors
Alabama
$11.5M 163,515 -11,991 -7%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$11.4M 162,385 -5,603 -3%
M&T Bank
219
M&T Bank
New York
$11.1M 157,813 +2,117 +1%
CGIM
220
Capital Group Investment Management
Singapore
$11M 157,511 -74,011 -32%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$11M 157,721 +17,120 +12%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$11M 156,660 -5,090 -3%
HWM
223
HB Wealth Management
Georgia
$11M 156,190 -7,240 -4%
NYLIM
224
New York Life Investment Management
New York
$10.8M 154,686 -1,155 -0.7%
RT
225
Rockland Trust
Massachusetts
$10.8M 153,826 -7,226 -4%
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