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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 %
SCP
526
Stamos Capital Partners
California
$2.64M +$2.64M +34,070 New
KIA
527
KCM Investment Advisors
California
$2.62M -$22.7K -292 -0.9%
RCM
528
Raleigh Capital Management
North Carolina
$2.59M -$209K -2,690 -7%
NHC
529
Nicholas Hoffman & Company
Georgia
$2.55M -$30.5K -393 -1%
BBVA
530
Banco Bilbao Vizcaya Argentaria
Spain
$2.53M -$78K -1,005 -3%
HFM
531
Hartford Financial Management
Connecticut
$2.52M – – –
DZ Bank
532
DZ Bank
Germany
$2.51M – – –
AF
533
Allworth Financial
California
$2.51M +$257K +3,160 +11%
CBA
534
Coastal Bridge Advisors
Connecticut
$2.51M +$12.3K +159 +0.5%
JIC
535
Johnson Investment Counsel
Ohio
$2.5M +$20.9K +269 +0.8%
HI
536
Harbour Investments
Wisconsin
$2.49M +$85.6K +1,104 +4%
LS
537
Leelyn Smith
Illinois
$2.48M -$51.8K -668 -2%
HKIM
538
Hayek Kallen Investment Management
Alabama
$2.47M -$7.76K -100 -0.3%
LSA
539
L & S Advisors
California
$2.45M +$143K +1,847 +6%
MFGM
540
Marshall Financial Group (Maryland)
Maryland
$2.44M +$2.44M +31,418 New
SC
541
SouthState Corp
Florida
$2.43M +$4.89K +63 +0.2%
HTIM
542
Harbour Trust & Investment Management
Indiana
$2.41M -$268K -3,455 -10%
HIC
543
Holderness Investments Company
North Carolina
$2.4M -$543 -7 -0%
BOH
544
Bank of Hawaii
Hawaii
$2.39M -$22.9K -295 -0.9%
BSW
545
Buckingham Strategic Wealth
Missouri
$2.39M -$264K -3,409 -10%
TYCC
546
Texas Yale Capital Corp
Florida
$2.38M -$32.2K -415 -1%
BFO
547
Biltmore Family Office
North Carolina
$2.38M – – –
AW
548
Apricus Wealth
South Carolina
$2.37M +$71K +915 +3%
BNP Paribas Asset Management
549
BNP Paribas Asset Management
France
$2.37M -$59K -761 -2%
USAA
550
United Services Automobile Association
Texas
$2.37M -$178K -2,289 -7%
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