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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 %
OPA
576
Old Port Advisors
Maine
$2.2M +$39.6K +511 +2%
HCA
577
Harbor Capital Advisors
Illinois
$2.19M -$20.2K -260 -0.9%
CPSAC
578
Chas P. Smith & Associates (CPS)
Florida
$2.19M -$61.5K -793 -3%
GCIM
579
Gunn & Company Investment Management
Florida
$2.19M +$2.19M +28,236 New
SIC
580
Shoker Investment Counsel
Ohio
$2.19M +$2.19M +28,219 New
SW
581
Simplicity Wealth
New Jersey
$2.17M +$141K +1,822 +7%
VCA
582
Verdence Capital Advisors
Maryland
$2.17M -$177K -2,281 -8%
TA
583
TFG Advisers
Michigan
$2.17M +$6.28K +81 +0.3%
ACM
584
Adalta Capital Management
New York
$2.17M +$1.78K +23 +0.1%
PI
585
PFG Investments
New York
$2.16M +$101K +1,304 +5%
SGCA
586
Steel Grove Capital Advisors
Tennessee
$2.16M -$146K -1,878 -6%
UCB
587
United Community Bank
South Carolina
$2.15M -$107K -1,375 -5%
WC
588
Waterloo Capital
Texas
$2.15M +$2.15M +27,673 New
JWCA
589
J.W. Cole Advisors
Florida
$2.14M +$27.8K +359 +1%
BCM
590
Barometer Capital Management
Ontario, Canada
$2.14M +$2.14M +27,640 New
SCA
591
Snowden Capital Advisors
New York
$2.14M -$81.6K -1,052 -4%
TWP
592
Tyche Wealth Partners
Texas
$2.13M +$255K +3,291 +14%
EL
593
Essex LLC
Illinois
$2.13M +$98.6K +1,271 +5%
MHI
594
Miller Howard Investments
New York
$2.12M -$12.5K -161 -0.6%
EWA
595
EverSource Wealth Advisors
Alabama
$2.12M -$9.77K -117 -0.5%
JCM
596
Jacobi Capital Management
Pennsylvania
$2.12M -$7.91K -102 -0.4%
HW
597
Hancock Whitney
Mississippi
$2.09M -$8.92K -115 -0.4%
KCPG
598
Kavar Capital Partners Group
Kansas
$2.09M -$19.4K -250 -0.9%
CS
599
Capital Square
Tennessee
$2.08M +$15.1K +185 +0.7%
CL
600
CSS LLC
Illinois
$2.07M +$2.07M +26,700 New
22 23
24
25 26