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 %
CWP
551
Concord Wealth Partners
Virginia
$2.35M +$31.6K +407 +1%
IA
552
IFP Advisors
Florida
$2.34M -$117K -1,508 -5%
BO
553
Bank OZK
Arkansas
$2.33M +$247K +3,187 +12%
PWMAG
554
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$33.2K +428 +1%
CCP
555
Clarkston Capital Partners
Michigan
$2.33M -$796K -10,262 -25%
SAI
556
Systematic Alpha Investments
New Jersey
$2.33M – – –
USCWA
557
U.S. Capital Wealth Advisors
Texas
$2.32M +$130K +1,679 +6%
WFG
558
Wills Financial Group
Virginia
$2.32M +$2.56K +33 +0.1%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$2.32M +$1.61M +20,813 +230%
MA
560
Mutual Advisors
Nebraska
$2.31M +$90K +1,084 +4%
PIM
561
Pullen Investment Management
Florida
$2.29M +$36.7K +473 +2%
GT
562
Greenleaf Trust
Michigan
$2.28M +$150K +1,928 +7%
MBTD
563
Mechanics Bank - Trust Department
California
$2.25M -$76.8K -990 -3%
RWM
564
Rockline Wealth Management
New York
$2.25M +$39.3K +506 +2%
AMBIA
565
Allen Mooney & Barnes Investment Advisors
Georgia
$2.25M -$349K -4,496 -13%
D
566
Diversified
Delaware
$2.24M +$41.8K +539 +2%
CF
567
Centaurus Financial
California
$2.24M +$96.9K +1,249 +5%
RIA
568
Regal Investment Advisors
Michigan
$2.24M +$93.6K +1,206 +4%
JWM
569
JPL Wealth Management
Colorado
$2.23M +$95.7K +1,234 +4%
ACM
570
Argyle Capital Management
Pennsylvania
$2.23M -$101K -1,300 -4%
SFS
571
Sowell Financial Services
Arkansas
$2.22M -$74.8K -965 -3%
CFGS
572
Concourse Financial Group Securities
Alabama
$2.21M -$43.8K -565 -2%
SCM
573
Shelton Capital Management
Colorado
$2.21M -$1.55M -20,000 -41%
BCA
574
Bay Colony Advisors
Massachusetts
$2.21M -$26.9K -347 -1%
MYAM
575
Meiji Yasuda Asset Management
Japan
$2.2M +$171K +2,199 +8%
21 22
23
24 25