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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 %
TH
276
TCTC Holdings
Texas
$8.67M -$409K -5,273 -5%
KCM
277
Kanawha Capital Management
Virginia
$8.65M +$556K +7,165 +7%
IMPI
278
Ilmarinen Mutual Pension Insurance
Finland
$8.65M -$427K -5,500 -5%
Mirae Asset Global ETFs Holdings
279
Mirae Asset Global ETFs Holdings
Hong Kong
$8.55M +$8.55M +110,212 New
MLL
280
Moody Lynn & Lieberson
Massachusetts
$8.54M +$3.69M +47,530 +76%
PAG
281
Private Advisor Group
New Jersey
$8.46M +$178K +2,294 +2%
VWA
282
Visionary Wealth Advisors
Illinois
$8.38M +$220K +2,832 +3%
AWA
283
Arkadios Wealth Advisors
Georgia
$8.34M +$235K +3,034 +3%
Allianz Asset Management
284
Allianz Asset Management
Germany
$8.31M -$2.52M -32,484 -23%
ERSOT
285
Employees Retirement System of Texas
Texas
$8.3M +$8.3M +106,970 New
ABC
286
Associated Banc-Corp
Wisconsin
$8.3M -$164K -2,110 -2%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$8.29M -$1.13M -14,611 -12%
KP
288
Keel Point
Alabama
$8.2M +$474K +5,437 +6%
Pacer Advisors
289
Pacer Advisors
Pennsylvania
$8.2M -$582K -7,501 -7%
FG
290
Fiduciary Group
Georgia
$8.18M -$253K -3,265 -3%
Robeco Institutional Asset Management
291
Robeco Institutional Asset Management
Netherlands
$8.16M -$471K -6,069 -5%
AWS
292
Atria Wealth Solutions
New York
$8.04M +$523K +6,737 +7%
BPA
293
Beacon Pointe Advisors
California
$7.97M -$140K -1,803 -2%
Fisher Asset Management
294
Fisher Asset Management
Washington
$7.97M +$866K +11,164 +12%
AMG
295
Advisors Management Group
Wisconsin
$7.84M +$6.52K +84 +0.1%
HFS
296
Hantz Financial Services
Michigan
$7.83M -$319K -4,108 -4%
William Blair & Company
297
William Blair & Company
Illinois
$7.79M +$660K +8,514 +9%
PWP
298
Principle Wealth Partners
Connecticut
$7.71M +$180K +2,320 +2%
RIL
299
Rothschild Investment LLC
Illinois
$7.7M +$5M +64,494 +186%
DC
300
Davenport & Co
Virginia
$7.69M -$353K -4,546 -4%
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