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Southern Company
SO

Overview Fund Activity

1,869 hedge funds and large institutions have $56.8B invested in Southern Company in 2024 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 731 increasing their positions, 650 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,869
Holders Change
+55
Holders Change %
+3.03%
% of All Funds
27.18%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
174
Increased
731
Reduced
650
Closed
90
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.06B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
3
Capital International Investors
Capital International Investors
California
+$375M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$289M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$161M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$353M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
First Trust Advisors
First Trust Advisors
Illinois
-$126M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$121M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
226
Lockheed Martin Investment Management
Maryland
$12M -$2.1M -27,120 -15%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$12M +$628K +8,095 +6%
ACM
228
Advisors Capital Management
New Jersey
$11.8M +$10.2M +131,312 +629%
PFP
229
Pinnacle Financial Partners
Tennessee
$11.8M +$333K +4,314 +3%
Walleye Capital
230
Walleye Capital
New York
$11.7M +$9.25M +119,265 +371%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$11.7M -$392K -5,049 -3%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$11.7M -$27.9K -360 -0.2%
NYLIM
233
New York Life Investment Management
New York
$11.7M +$90.4K +1,165 +0.8%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$11.6M +$2.39M +30,755 +26%
TRCT
235
Tower Research Capital (TRC)
New York
$11.5M +$9.45M +121,800 +450%
Jacobs Levy Equity Management
236
Jacobs Levy Equity Management
New Jersey
$11.5M +$8.38M +108,027 +267%
BFA
237
Bragg Financial Advisors
North Carolina
$11.5M +$74.1K +955 +0.6%
DILIC
238
Dai-ichi Life Insurance Company
Japan
$11.4M +$1.4M +18,036 +14%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$11.3M +$20.3K +262 +0.2%
X
240
Xponance
Pennsylvania
$11.3M -$41.3K -533 -0.4%
GC
241
Guggenheim Capital
Illinois
$11.3M +$2.79M +35,973 +33%
AI
242
Atria Investments
North Carolina
$11.3M +$14.7K +190 +0.1%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$11.2M -$1.83M -23,569 -14%
AQR Capital Management
244
AQR Capital Management
Connecticut
$11.1M -$1.36M -17,571 -11%
CB
245
Commerce Bank
Missouri
$11.1M +$1.34M +17,212 +14%
CWM
246
CIBC World Markets
New York
$10.9M +$2.44M +31,496 +29%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$10.8M +$160K +2,054 +1%
CIA
248
CCM Investment Advisers
South Carolina
$10.8M +$81.2K +1,047 +0.8%
RT
249
Rockland Trust
Massachusetts
$10.7M -$1.47M -18,903 -12%
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$10.7M +$27K +348 +0.3%
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