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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 %
AMIM
326
Aull & Monroe Investment Management
Alabama
$6.58M -$279K -3,596 -4%
MSRPS
327
Maryland State Retirement & Pension System
Maryland
$6.58M – – –
KBC Group
328
KBC Group
Belgium
$6.56M +$560K +7,216 +9%
CWM
329
Chronos Wealth Management
Florida
$6.55M +$37.5K +483 +0.6%
MSU
330
Mizuho Securities USA
New York
$6.54M +$6.54M +84,311 New
GI
331
GLOBALT Investments
Georgia
$6.53M -$121K -1,566 -2%
AWM
332
AE Wealth Management
Kansas
$6.43M +$2.13M +27,397 +49%
Luther King Capital Management (LKCM)
333
Luther King Capital Management (LKCM)
Texas
$6.41M +$176K +2,275 +3%
CTC
334
Central Trust Company
Missouri
$6.39M -$50.7K -653 -0.8%
KRS
335
Kentucky Retirement Systems
Kentucky
$6.39M -$33.2K -428 -0.5%
MIA
336
MainStreet Investment Advisors
Illinois
$6.38M -$307K -3,964 -5%
AIS
337
AM Investment Strategies
Tennessee
$6.35M +$18.1K +233 +0.3%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$6.3M +$417K +5,380 +7%
ZB
339
Zions Bancorporation
Utah
$6.27M -$1.28M -16,552 -17%
BWFA
340
Baltimore-Washington Financial Advisors
Maryland
$6.25M +$109K +1,411 +2%
SIG
341
Sky Investment Group
Connecticut
$6.23M -$150K -1,940 -2%
CA
342
Cornerstone Advisors
North Carolina
$6.21M -$605K -7,800 -9%
MPM
343
MBB Public Markets
Illinois
$6.16M +$6.16M +79,420 New
PFS
344
Prospera Financial Services
Texas
$6.14M +$79.7K +1,027 +1%
Lido Advisors
345
Lido Advisors
California
$6.05M -$879K -11,326 -13%
TNBTD
346
Trustmark National Bank Trust Department
Mississippi
$6.02M +$17.6K +227 +0.3%
OPTFSNA
347
Old Point Trust & Financial Services N A
Virginia
$6M -$237K -3,053 -4%
AFG
348
Albion Financial Group
Utah
$6M -$49.6K -639 -0.8%
CIA
349
Concurrent Investment Advisors
Florida
$5.98M +$2.11M +27,143 +54%
AIM
350
Anchor Investment Management
South Carolina
$5.94M -$39.1K -504 -0.7%
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