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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 %
Wealthfront Advisers
301
Wealthfront Advisers
California
$7.68M +$872K +11,242 +13%
AAS
302
Avantax Advisory Services
Texas
$7.58M +$903K +11,644 +14%
ACIM
303
Azimuth Capital Investment Management
Michigan
$7.55M +$187K +2,412 +3%
QCM
304
QRG Capital Management
Illinois
$7.49M +$547K +7,050 +8%
AWAG
305
ARS Wealth Advisors Group
Florida
$7.39M -$112K -1,441 -1%
VPIM
306
Vanguard Personalized Indexing Management
California
$7.37M +$1.22M +15,807 +20%
AG
307
Advocate Group
Minnesota
$7.3M -$43.6K -562 -0.6%
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$7.29M +$50.6K +652 +0.7%
IF
309
Insight Folios
North Carolina
$7.28M -$19K -245 -0.3%
IA
310
IFG Advisory
Georgia
$7.25M +$310K +3,995 +4%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$7.13M -$38.8K -500 -0.5%
TNB
312
Thomasville National Bank
Georgia
$7.06M -$42K -541 -0.6%
CWG
313
Cornerstone Wealth Group
North Carolina
$7.04M -$6.07M -78,287 -46%
DAS
314
Dynamic Advisor Solutions
Arizona
$7.03M +$684K +8,814 +11%
EIA
315
Edgemoor Investment Advisors
Maryland
$7M -$133K -1,710 -2%
SC
316
Sagefield Capital
Texas
$6.92M +$3.68M +47,414 +113%
BCM
317
Brookstone Capital Management
Illinois
$6.88M +$393K +4,815 +6%
UCFA
318
United Capital Financial Advisors
Texas
$6.81M -$297K -3,827 -4%
FPB
319
First PREMIER Bank
South Dakota
$6.8M -$123K -1,591 -2%
WW
320
Windle Wealth
Oklahoma
$6.79M -$207K -2,673 -3%
SVWAG
321
Sound View Wealth Advisors Group
Georgia
$6.77M -$188K -2,429 -3%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$6.73M -$26.8K -346 -0.4%
TRSOTSOK
323
Teachers Retirement System of the State of Kentucky
Kentucky
$6.68M -$195K -2,512 -3%
SPIA
324
Steward Partners Investment Advisory
New York
$6.64M +$161K +2,070 +2%
TWC
325
TD Waterhouse Canada
Ontario, Canada
$6.62M +$2.31M +29,957 +54%
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