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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 %
IFAM
376
Institutional & Family Asset Management
Colorado
$5.33M -$69.5K -896 -1%
MGP
377
Metis Global Partners
California
$5.25M +$253K +3,262 +5%
Man Group
378
Man Group
United Kingdom
$5.22M +$664K +8,563 +15%
UB
379
UMB Bank
Missouri
$5.2M -$309K -3,978 -6%
CBTWT
380
Community Bank & Trust (Waco, Texas)
Texas
$5.17M -$8.84K -114 -0.2%
LK
381
Lumbard & Kellner
New Hampshire
$5.12M -$32.4K -418 -0.6%
IWC
382
Integrated Wealth Concepts
Massachusetts
$5.11M +$63.5K +818 +1%
AP
383
Americana Partners
Texas
$5.09M +$2.95M +37,983 +138%
MMPW
384
Mitchell McLeod Pugh & Williams
Alabama
$5.09M +$74.5K +961 +1%
Royal London Asset Management
385
Royal London Asset Management
United Kingdom
$5.08M – – –
CAM
386
Cresset Asset Management
Illinois
$5.07M +$372K +4,798 +8%
CHC
387
City Holding Co
West Virginia
$5.06M +$67.7K +873 +1%
SPC
388
Spirepoint Private Client
Florida
$5.06M +$434K +5,593 +9%
FIA
389
Foundations Investment Advisors
Arizona
$5.05M +$267K +3,436 +6%
QCM
390
Quantinno Capital Management
New York
$5.04M +$477K +6,151 +10%
ACG
391
Aventail Capital Group
New York
$4.99M +$4.99M +64,292 New
SPC
392
Sigma Planning Corp
Michigan
$4.98M -$92.6K -1,194 -2%
SB
393
Simmons Bank
Arkansas
$4.97M +$485K +6,249 +11%
BCM
394
Buckhead Capital Management
Georgia
$4.97M +$415K +5,353 +9%
BA
395
Baugh & Associates
Georgia
$4.93M -$196K -2,431 -4%
GWMIA
396
Global Wealth Management Investment Advisory
Florida
$4.91M +$160K +2,058 +3%
SA
397
Shilanski & Associates
Alaska
$4.88M +$21.1K +272 +0.4%
SAM
398
Securian Asset Management
Minnesota
$4.88M -$106K -1,364 -2%
GIM
399
Goelzer Investment Management
Indiana
$4.87M -$85.7K -1,105 -2%
TF
400
Trek Financial
Arizona
$4.85M +$4.85M +62,556 New
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