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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 %
CIC
676
Canal Insurance Company
South Carolina
$1.55M – – –
MAS
677
Meeder Advisory Services
Ohio
$1.55M +$391K +5,036 +34%
SMC
678
Smith, Moore & Co
Missouri
$1.54M -$4.27K -55 -0.3%
WBC
679
Westpac Banking Corp
Australia
$1.53M – – –
WANY
680
Wealthspire Advisors (New York)
New York
$1.53M +$43.7K +563 +3%
HH
681
Hilltop Holdings
Texas
$1.52M +$74.7K +963 +5%
OHWP
682
Oak Harbor Wealth Partners
North Carolina
$1.52M -$95.6K -1,233 -6%
ERIC
683
Eagle Rock Investment Company
Georgia
$1.52M +$9.46K +122 +0.6%
MAM
684
Mystic Asset Management
Rhode Island
$1.51M -$2.17K -28 -0.1%
MCA
685
MSH Capital Advisors
Arizona
$1.51M +$24.4K +315 +2%
RBC
686
Romano Brothers & Co
Illinois
$1.51M -$23.3K -300 -2%
SF
687
Symphony Financial
Texas
$1.5M +$551K +7,079 +58%
CPC
688
Consolidated Planning Corp
Georgia
$1.5M -$203K -2,613 -12%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$1.5M -$17.5K -225 -1%
WG
690
Winton Group
United Kingdom
$1.49M +$1.49M +19,220 New
GLR
691
Great Lakes Retirement
Ohio
$1.48M +$197K +2,542 +15%
SIC
692
Salem Investment Counselors
North Carolina
$1.48M +$19.2K +248 +1%
CCM
693
Cohen Capital Management
California
$1.47M – – –
BMA
694
Brooks Moore & Associates
Tennessee
$1.47M – – –
CWS
695
Confluence Wealth Services
Pennsylvania
$1.47M +$310K +3,991 +27%
LWP
696
LMG Wealth Partners
Louisiana
$1.47M +$41.4K +534 +3%
AFG
697
Atomi Financial Group
New York
$1.46M +$207K +2,666 +16%
TC
698
TownSquare Capital
Utah
$1.46M +$523K +6,748 +56%
Los Angeles Capital Management
699
Los Angeles Capital Management
California
$1.45M -$1.69M -21,792 -54%
VIM
700
Vinva Investment Management
Australia
$1.45M +$189K +2,420 +15%
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