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Southern Company
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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 %
GT
351
Glenmede Trust
Pennsylvania
$5.9M +$1.79M +23,063 +44%
CAM
352
Carret Asset Management
New York
$5.9M -$22K -283 -0.4%
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
$5.9M -$10.1M -129,644 -63%
TCM
354
Telos Capital Management
California
$5.83M -$26.5K -342 -0.5%
IC
355
IEQ Capital
California
$5.82M +$396K +5,109 +7%
FVWA
356
Foster Victor Wealth Advisors
South Carolina
$5.81M -$6.12M -75,449 -51%
CMP
357
Coston McIsaac & Partners
Maine
$5.8M +$138K +1,779 +2%
BL
358
BFSG LLC
California
$5.79M +$5.68M +73,214 +5,028%
NGA
359
Naples Global Advisors
Florida
$5.75M -$2.48K -32 -0%
BRWA
360
B. Riley Wealth Advisors
Florida
$5.72M -$381K -4,916 -6%
VLKIM
361
Van Lanschot Kempen Investment Management
Netherlands
$5.69M – – –
CICC
362
Capital Investment Counsel (Colorado)
Colorado
$5.67M +$206K +2,661 +4%
Teacher Retirement System of Texas
363
Teacher Retirement System of Texas
Texas
$5.66M -$21.4M -276,013 -79%
OC
364
Oppenheimer & Co
New York
$5.6M +$376K +4,847 +7%
CCM
365
Coldstream Capital Management
Washington
$5.56M -$12.2K -157 -0.2%
EA
366
Ellsworth Advisors
Ohio
$5.55M +$179K +2,303 +3%
Neuberger Berman Group
367
Neuberger Berman Group
New York
$5.52M -$227K -2,932 -4%
DADC
368
D.A. Davidson & Co
Montana
$5.5M -$182K -2,340 -3%
SDIC
369
South Dakota Investment Council
South Dakota
$5.47M -$48.3K -623 -0.9%
JHCP
370
Jackson Hole Capital Partners
Oklahoma
$5.44M +$303K +3,907 +6%
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$5.44M -$28.2K -363 -0.5%
CA
372
Carson Advisory
Georgia
$5.43M +$1.78K +23 +0%
MC
373
Moors & Cabot
Massachusetts
$5.42M +$70.4K +907 +1%
NS
374
NBC Securities
Alabama
$5.4M +$108K +1,387 +2%
CC
375
Cornerstone Capital
California
$5.36M -$528K -6,809 -9%
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