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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 %
MOACM
251
Mutual of America Capital Management
New York
$10.7M -$396K -5,103 -4%
KFC
252
Klingenstein Fields & Co
New York
$10.6M +$10.6M +136,961 New
VI
253
Vestcor Inc
New Brunswick, Canada
$10.5M +$115K +1,484 +1%
EP
254
Edgestream Partners
New Jersey
$10.2M +$8.25M +106,304 +415%
CA
255
Cullinan Associates
Kentucky
$10.2M -$4.89M -63,088 -32%
BIA
256
Biondo Investment Advisors
Pennsylvania
$10.2M +$298K +3,841 +3%
AF
257
Alerus Financial
North Dakota
$10.1M +$120K +1,543 +1%
IIM
258
Intact Investment Management
Quebec, Canada
$10.1M +$4.87M +62,800 +93%
NAM
259
Nissay Asset Management
Japan
$10M +$253K +3,268 +3%
RA
260
RFG Advisory
Alabama
$10M +$138K +1,776 +1%
KeyBank National Association
261
KeyBank National Association
Ohio
$9.96M -$125K -1,609 -1%
BB
262
Bell Bank
North Dakota
$9.86M -$216K -2,789 -2%
IAA
263
Independent Advisor Alliance
North Carolina
$9.83M +$420K +5,411 +4%
AM
264
AGF Management
Ontario, Canada
$9.65M -$154K -1,980 -2%
SWMG
265
Signature Wealth Management Group
Georgia
$9.65M +$240K +3,094 +3%
ASN
266
Advisory Services Network
Georgia
$9.51M +$193K +2,485 +2%
JPWM
267
Jamison Private Wealth Management
Georgia
$9.48M +$22K +284 +0.2%
CAC
268
Core Alternative Capital
Georgia
$9.46M -$1.06M -13,632 -10%
TCA
269
Tortoise Capital Advisors
Kansas
$9.38M -$1.22M -15,751 -12%
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$9.38M -$1.77M -22,865 -16%
Bank of Nova Scotia
271
Bank of Nova Scotia
Ontario, Canada
$9.24M -$1.68M -21,655 -15%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$9.2M -$532K -6,863 -5%
MDCM
273
Morgan Dempsey Capital Management
Wisconsin
$9.1M -$224K -2,888 -2%
PA
274
Pinnacle Associates
New York
$9.02M +$155K +2,004 +2%
RJT
275
Raymond James Trust
Florida
$8.89M +$56.3K +726 +0.6%
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