SO icon

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 %
GIA
501
Gladstone Institutional Advisory
Florida
$2.98M +$229K +2,948 +8%
DP
502
Dearborn Partners
Illinois
$2.98M -$60.4K -779 -2%
OAC
503
OMERS Administration Corp
Ontario, Canada
$2.94M +$2.94M +37,893 New
WC
504
Woodstock Corp
Massachusetts
$2.93M +$123K +1,580 +4%
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$2.91M +$240K +3,095 +9%
NB
506
Norinchukin Bank
Japan
$2.9M +$83.5K +1,076 +3%
B
507
Bailard
California
$2.87M +$783K +10,091 +37%
FLI
508
Family Legacy Inc
South Carolina
$2.84M -$14K -180 -0.5%
EF
509
Empirical Finance
Pennsylvania
$2.84M -$182K -2,344 -6%
LF
510
Lantz Financial
Illinois
$2.82M -$41K -528 -1%
PWW
511
Pettyjohn Wood & White
Virginia
$2.79M -$64.8K -835 -2%
BF
512
BOK Financial
Oklahoma
$2.79M -$46.2K -595 -2%
WIC
513
Woodmont Investment Counsel
Tennessee
$2.77M -$33.6K -433 -1%
FC
514
Forte Capital
New York
$2.76M -$59.1K -762 -2%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.74M -$56.2K -724 -2%
MMHP
516
Murphy Middleton Hinkle & Parker
Georgia
$2.73M +$776 +10 +0%
MCM
517
McRae Capital Management
New Jersey
$2.72M -$161K -2,075 -6%
FNT
518
First National Trust
Pennsylvania
$2.71M -$428K -5,519 -14%
FTDI
519
First Trust Direct Indexing
Massachusetts
$2.71M +$586K +7,560 +28%
NMIMC
520
Northwestern Mutual Investment Management Company
Wisconsin
$2.7M +$14.7K +190 +0.5%
KWM
521
Kingsview Wealth Management
Oregon
$2.69M +$520K +6,707 +24%
RF
522
Robbins Farley
New Hampshire
$2.68M +$141K +1,813 +6%
DWP
523
Daymark Wealth Partners
Ohio
$2.68M +$225K +2,901 +9%
CLOS
524
Compagnie Lombard Odier SCmA
Switzerland
$2.68M – – –
CIBC World Market
525
CIBC World Market
Ontario, Canada
$2.67M +$159K +2,045 +6%
19 20
21
22 23