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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 %
SBIA
601
Sheaff Brock Investment Advisors
Indiana
$2.07M -$306K -3,949 -13%
GCM
602
Greenland Capital Management
New York
$2.06M +$2.06M +26,530 New
IWM
603
IHT Wealth Management
Illinois
$2.03M +$74.9K +965 +4%
JGUA
604
John G. Ullman & Associates
New York
$2.02M +$22.7K +293 +1%
Renaissance Technologies
605
Renaissance Technologies
New York
$2.02M -$49.4M -637,200 -96%
NB
606
NBT Bank
New York
$2.01M -$91.8K -1,184 -4%
PTC
607
Private Trust Company
Ohio
$2.01M -$29.5K -380 -1%
FWP
608
FAS Wealth Partners
Kansas
$2M +$104K +1,344 +5%
AAMA
609
Advanced Asset Management Advisors
Ohio
$2M +$2M +25,805 New
CAMV
610
Concord Asset Management (Virginia)
Virginia
$2M +$156K +2,017 +8%
PWM
611
Perigon Wealth Management
California
$1.98M +$72.4K +933 +4%
SEEDPG
612
S.E.E.D. Planning Group
New York
$1.98M -$90.4K -1,166 -4%
BFG
613
Bleakley Financial Group
New Jersey
$1.96M +$148K +1,912 +8%
CA
614
Claro Advisors
Massachusetts
$1.95M +$78.6K +1,013 +4%
AAIM
615
American Assets Investment Management
California
$1.94M – – –
AWP
616
Ascent Wealth Partners
New York
$1.94M -$17.9K -231 -0.9%
LWL
617
Leo Wealth LLC
Texas
$1.93M +$35.9K +464 +2%
HCM
618
Huber Capital Management
California
$1.92M -$69.3K -894 -3%
DTL
619
Dynamic Technology Lab
Singapore
$1.92M +$1.92M +24,760 New
SC
620
Stolper & Co
Oklahoma
$1.92M +$11.5K +148 +0.6%
AIA
621
Armor Investment Advisors
North Carolina
$1.91M -$199K -2,571 -9%
VA
622
Vident Advisory
Georgia
$1.9M +$1.9M +24,480 New
KWA
623
Kingswood Wealth Advisors
California
$1.9M +$56K +722 +3%
HWA
624
HHM Wealth Advisors
Tennessee
$1.89M +$548K +7,067 +41%
CG
625
Caprock Group
Idaho
$1.89M +$312K +4,028 +20%
23 24
25
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