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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 %
SBWIC
401
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.82M -$568K -7,320 -11%
SWP
402
Stratos Wealth Partners
Ohio
$4.82M +$27.4K +353 +0.6%
SA
403
SpiderRock Advisors
Delaware
$4.8M -$3.88K -50 -0.1%
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$4.8M -$124K -1,600 -3%
FCBT
405
First Citizens Bank & Trust
North Carolina
$4.78M -$44.4K -572 -0.9%
ATIA
406
American Trust Investment Advisors
New Hampshire
$4.71M +$360K +4,637 +8%
ClearBridge Investments
407
ClearBridge Investments
New York
$4.71M -$134K -1,725 -3%
PA
408
Profund Advisors
Maryland
$4.68M +$1.53M +19,682 +48%
SCM
409
Schnieders Capital Management
California
$4.68M +$169K +2,175 +4%
BCCM
410
Bridge Creek Capital Management
Massachusetts
$4.63M -$15.4K -198 -0.3%
LOAMS
411
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.61M -$591K -7,618 -11%
BMSSC
412
B. Metzler seel. Sohn & Co
Germany
$4.55M -$224K -2,888 -5%
HWAM
413
Hennion & Walsh Asset Management
New Jersey
$4.5M -$974K -12,555 -18%
CA
414
Clearstead Advisors
Ohio
$4.5M +$3.85M +49,643 +596%
BCM
415
Bayesian Capital Management
New York
$4.44M +$4.44M +57,300 New
PAS
416
Park Avenue Securities
New York
$4.44M +$81.1K +1,045 +2%
GVAG
417
Great Valley Advisor Group
Delaware
$4.42M +$382K +4,927 +9%
UBG
418
United Bank (Georgia)
Georgia
$4.38M +$26.8K +346 +0.6%
FPFS
419
First Personal Financial Services
North Carolina
$4.34M +$162K +2,086 +4%
PFA
420
Pathway Financial Advisers
Indiana
$4.34M -$45.2K -584 -1%
TLP
421
Trinity Legacy Partners
Texas
$4.31M +$33.7K +434 +0.8%
UM
422
UniSuper Management
Australia
$4.3M +$2.11M +27,248 +97%
Nordea Investment Management
423
Nordea Investment Management
Sweden
$4.27M +$168K +2,166 +4%
NMERB
424
New Mexico Educational Retirement Board
New Mexico
$4.27M – – –
TW
425
Trajan Wealth
Arizona
$4.25M -$45.2K -583 -1%
15 16
17
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