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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 %
IMCOOI
626
Investment Management Corp of Ontario (IMCO)
Canada
$1.89M +$520K +6,700 +38%
NW
627
Naviter Wealth
Arkansas
$1.86M +$115K +1,479 +7%
CNBTD
628
Citizens National Bank Trust Department
Mississippi
$1.85M -$33.4K -430 -2%
LTAS
629
Linden Thomas Advisory Services
North Carolina
$1.84M -$6.44K -83 -0.3%
TCOV
630
Trust Company of Vermont
Vermont
$1.83M -$9.31K -120 -0.5%
LIA
631
LBMC Investment Advisors
Tennessee
$1.82M +$1.78K +23 +0.1%
CIAS
632
CFS Investment Advisory Services
New Jersey
$1.82M +$1.82M +23,456 New
FCB
633
First County Bank
Connecticut
$1.82M -$211K -2,720 -10%
TCM
634
Teza Capital Management
Illinois
$1.8M +$1.78K +23 +0.1%
Nomura Holdings
635
Nomura Holdings
Japan
$1.8M +$1.12M +14,495 +166%
DCM
636
Donaldson Capital Management
Indiana
$1.79M -$211K -2,722 -11%
SIA
637
Schechter Investment Advisors
Michigan
$1.79M +$808K +10,415 +82%
WS
638
Wedbush Securities
California
$1.79M +$86.8K +1,119 +5%
DLCIG
639
D.L. Carlson Investment Group
New Hampshire
$1.77M +$636K +8,194 +56%
FCCM
640
First City Capital Management
Georgia
$1.76M -$8.15K -105 -0.5%
NAM
641
NTV Asset Management
West Virginia
$1.76M -$1.16K -15 -0.1%
VRM
642
Vectors Research Management
New York
$1.75M -$48.8K -629 -3%
HAG
643
HF Advisory Group
Maryland
$1.74M -$59.3K -765 -3%
ET
644
Equitable Trust
Tennessee
$1.74M -$291K -3,745 -14%
PS
645
Principal Securities
Iowa
$1.74M +$253K +3,256 +17%
AWM
646
Axxcess Wealth Management
California
$1.73M +$342K +4,411 +25%
SYBT
647
Stock Yards Bank & Trust
Kentucky
$1.73M -$17.7K -228 -1%
Baillie Gifford & Co
648
Baillie Gifford & Co
United Kingdom
$1.72M +$367K +4,731 +27%
ONST
649
Old North State Trust
North Carolina
$1.72M +$53K +683 +3%
EF
650
Empowered Funds
Pennsylvania
$1.72M +$214K +2,758 +14%
24 25
26
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