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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 %
BAMF
651
BI Asset Management Fondsmaeglerselskab
Denmark
$1.71M -$50K -645 -3%
PP
652
Patten & Patten
Tennessee
$1.71M -$7.76K -100 -0.5%
CW
653
CreativeOne Wealth
Kansas
$1.7M +$26.6K +343 +2%
DCM
654
Davis Capital Management
Florida
$1.7M -$13.1K -170 -0.8%
CK
655
Cohen Klingenstein
New York
$1.69M – – –
ZIC
656
ZWJ Investment Counsel
Georgia
$1.69M +$7.99K +103 +0.5%
EI
657
Ethic Inc
New York
$1.69M +$219K +2,817 +15%
SAA
658
Southeast Asset Advisors
Georgia
$1.68M +$65.6K +846 +4%
CIA
659
Cape Investment Advisory
Georgia
$1.66M +$451K +5,820 +37%
BSB
660
Bangor Savings Bank
Maine
$1.65M +$753K +9,703 +84%
MOS
661
MGO One Seven
Ohio
$1.64M +$3.49K +45 +0.2%
SFG
662
SevenBridge Financial Group
Pennsylvania
$1.63M – – –
BBHC
663
Brown Brothers Harriman & Co
New York
$1.63M -$33K -425 -2%
GLA
664
Good Life Advisors
Pennsylvania
$1.61M +$43.7K +564 +3%
CIAS
665
Capital Investment Advisory Services
North Carolina
$1.61M -$63.5K -818 -4%
RFG
666
RFP Financial Group
Georgia
$1.61M -$49.2K -634 -3%
MAG
667
Mayfair Advisory Group
Alabama
$1.61M +$23.9K +299 +2%
PCM
668
Parsons Capital Management
Rhode Island
$1.6M – – –
HI
669
Horizon Investments
North Carolina
$1.6M +$10.3K +133 +0.6%
RFN
670
RDA Financial Network
Iowa
$1.59M +$339K +4,365 +27%
FUBT
671
First United Bank & Trust
Maryland
$1.59M +$43.4K +560 +3%
VAM
672
Verity Asset Management
North Carolina
$1.57M +$789K +10,170 +101%
HNB
673
Hilltop National Bank
Wyoming
$1.57M +$80.7K +1,040 +5%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$1.57M -$64.3K -829 -4%
HVIA
675
Hudson Valley Investment Advisors
New York
$1.56M +$10.8K +150 +0.7%
25 26
27
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