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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 %
FBT
426
First Bank & Trust
South Dakota
$4.25M -$21K -271 -0.5%
KPWS
427
Kestra Private Wealth Services
Texas
$4.25M -$168K -2,172 -4%
PCMC
428
Planning Capital Management Corporation
Pennsylvania
$4.16M -$174K -2,243 -4%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$4.15M -$123K -1,589 -3%
Mirae Asset Global Investments
430
Mirae Asset Global Investments
South Korea
$4.12M -$5.03M -95,675 -55%
WB
431
WesBanco Bank
West Virginia
$4.08M -$61.7K -795 -1%
AIP
432
Ameritas Investment Partners
Nebraska
$4.02M -$19K -245 -0.5%
MSFS
433
Main Street Financial Solutions
Pennsylvania
$4M +$143K +1,844 +4%
OC
434
Oakworth Capital
Alabama
$4M +$91.9K +1,185 +2%
MA
435
Montag & Associates
Georgia
$4M +$776 +10 +0%
BCM
436
Birmingham Capital Management
Alabama
$3.99M -$640K -8,250 -14%
SF
437
Summit Financial
New Jersey
$3.96M +$2.56M +33,063 +184%
AAM
438
Advisors Asset Management
Colorado
$3.95M -$156K -2,012 -4%
SFA
439
Sequoia Financial Advisors
Ohio
$3.93M +$403K +5,201 +11%
MCC
440
Money Concepts Capital
Florida
$3.92M -$25.4K -328 -0.6%
SWM
441
Sugarloaf Wealth Management
Georgia
$3.87M -$1.16K -15 -0%
BBNA
442
Bremer Bank National Association
Minnesota
$3.86M -$149K -1,921 -4%
EFS
443
Essex Financial Services
Connecticut
$3.84M +$874K +10,106 +29%
ATFA
444
All Terrain Financial Advisors
Minnesota
$3.84M +$29K +374 +0.8%
AWM
445
Apollon Wealth Management
South Carolina
$3.81M +$226K +2,919 +6%
CANY
446
Caxton Associates (New York)
New York
$3.77M +$3.77M +48,547 New
CAG
447
Csenge Advisory Group
Florida
$3.76M +$293K +3,771 +8%
GIP
448
Greatmark Investment Partners
Georgia
$3.73M -$19.2K -248 -0.5%
SCP
449
Shorepoint Capital Partners
Massachusetts
$3.72M +$78.6K +1,013 +2%
S
450
SignatureFD
Georgia
$3.71M +$120K +1,541 +3%
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