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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 %
LWANC
451
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.69M -$194K -2,496 -5%
TMAM
452
Tokio Marine Asset Management
Japan
$3.64M +$164K +2,111 +5%
ATC
453
Argent Trust Co
Tennessee
$3.62M +$445K +5,733 +14%
WFMPM
454
Woodley Farra Manion Portfolio Management
Indiana
$3.59M +$41.2K +531 +1%
OIA
455
OneDigital Investment Advisors
Kansas
$3.58M +$747K +9,631 +26%
MCB
456
Morton Community Bank
Illinois
$3.56M +$247K +3,180 +7%
EH
457
Equitable Holdings
New York
$3.55M -$69.3K -894 -2%
PCIA
458
Prime Capital Investment Advisors
Kansas
$3.53M +$350K +4,515 +11%
VWMG
459
Virginia Wealth Management Group
Virginia
$3.52M -$24.3K -313 -0.7%
PAM
460
Palisade Asset Management
Minnesota
$3.52M – – –
RCIM
461
Red Cedar Investment Management
Michigan
$3.48M – – –
Bessemer Group
462
Bessemer Group
New Jersey
$3.48M +$50.2K +647 +1%
HCM
463
Hengehold Capital Management
Ohio
$3.48M +$13.9K +179 +0.4%
PI
464
Parkside Investments
Illinois
$3.48M +$3.48M +44,800 New
WPC
465
Waters Parkerson & Co
Louisiana
$3.45M +$128K +1,656 +4%
AWCI
466
Alpine Woods Capital Investors
New York
$3.45M +$205K +2,649 +6%
LFAS
467
Level Four Advisory Services
Texas
$3.44M -$1.7M -21,923 -33%
RWM
468
Rench Wealth Management
Texas
$3.42M +$58.3K +752 +2%
MIM
469
MTM Investment Management
South Carolina
$3.41M +$2.56K +33 +0.1%
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$3.39M +$104K +1,336 +3%
RBA
471
Richard Bernstein Advisors
New York
$3.38M – – –
Brown Advisory
472
Brown Advisory
Maryland
$3.38M +$417K +5,372 +14%
CNBT
473
Canandaigua National Bank & Trust
New York
$3.37M -$30.3K -391 -0.9%
Capital Fund Management (CFM)
474
Capital Fund Management (CFM)
France
$3.34M -$10.9M -140,993 -77%
P
475
&Partners
Tennessee
$3.34M +$2M +25,832 +150%
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