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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 %
Tudor Investment Corp
476
Tudor Investment Corp
Connecticut
$3.34M -$1.21M -15,539 -27%
FB
477
Fulton Bank
Pennsylvania
$3.31M -$110K -1,423 -3%
FNFDCM
478
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.24M -$161K -2,077 -5%
Credit Agricole
479
Credit Agricole
France
$3.22M -$3.03M -39,096 -48%
NI
480
Nepsis Inc
Minnesota
$3.2M -$68.1K -878 -2%
PAM
481
Panagora Asset Management
Massachusetts
$3.17M -$2.96M -38,191 -48%
MFG
482
Merit Financial Group
Georgia
$3.17M -$155K -1,994 -5%
MCM
483
Mainstay Capital Management
Michigan
$3.17M +$93.8K +1,209 +3%
TA
484
TrueWealth Advisors
Alabama
$3.17M +$189K +2,431 +6%
SFG
485
Sovereign Financial Group
Connecticut
$3.16M -$38.9K -502 -1%
PMIA
486
Patrick Mauro Investment Advisor
Illinois
$3.15M -$192K -2,481 -6%
PCA
487
Providence Capital Advisors
North Carolina
$3.14M +$44.8K +578 +1%
NIM
488
NEOS Investment Management
Connecticut
$3.13M +$1M +12,948 +47%
HAG
489
HighPoint Advisor Group
Illinois
$3.11M +$17.7K +212 +0.6%
HCM
490
Hodges Capital Management
Texas
$3.1M +$3.1M +40,018 New
BTI
491
Blue Trust Inc
Georgia
$3.1M +$66K +920 +2%
IIM
492
INTECH Investment Management
Florida
$3.1M -$145K -1,864 -4%
CL
493
Choreo LLC
Illinois
$3.09M +$1.91M +24,777 +162%
GLA
494
Great Lakes Advisors
Illinois
$3.07M +$253K +3,266 +9%
BW
495
Bison Wealth
Georgia
$3.07M – – –
TPCW
496
TD Private Client Wealth
New York
$3.06M -$369K -4,760 -11%
APP
497
Avantax Planning Partners
Iowa
$3.04M -$315K -4,062 -9%
GFS
498
GYL Financial Synergies
Connecticut
$3.02M -$41.5K -535 -1%
LWM
499
LongView Wealth Management
Georgia
$3M -$117K -1,506 -4%
BKA
500
Brick & Kyle Associates
Pennsylvania
$2.98M -$25.3K -326 -0.8%
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