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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 %
WCM
701
Weaver Capital Management
Georgia
$1.45M -$87.3K -1,125 -6%
NP
702
NorthRock Partners
Minnesota
$1.45M +$62.1K +800 +4%
AC
703
Abbrea Capital
California
$1.45M – – –
MSS
704
Mitchell Sinkler & Starr
Pennsylvania
$1.44M +$253K +3,140 +21%
JWBC
705
J.W. Burns & Co
New York
$1.44M -$62K -799 -4%
BA
706
Bristlecone Advisors
Washington
$1.44M -$6.21K -80 -0.4%
RPWA
707
Regent Peak Wealth Advisors
Georgia
$1.44M +$14.6K +188 +1%
PWA
708
Primoris Wealth Advisors
Florida
$1.43M +$1.43M +18,494 New
SC
709
Swan Capital
Florida
$1.43M – – –
TCM
710
Twin Capital Management
Pennsylvania
$1.42M -$8.3K -107 -0.6%
GT
711
Glenview Trust
Kentucky
$1.41M +$6.05K +78 +0.4%
AWM
712
Accurate Wealth Management
Florida
$1.41M +$68.3K +853 +5%
RCA
713
Ranch Capital Advisors
Florida
$1.4M +$11.2K +145 +0.8%
SLI
714
Sumitomo Life Insurance
Japan
$1.4M -$173K -2,228 -11%
CI Investments Inc
715
CI Investments Inc
Ontario, Canada
$1.4M -$210K -2,703 -13%
SCM
716
Spreng Capital Management
Ohio
$1.4M -$34.9K -450 -2%
FRA
717
Frank Rimerman Advisors
California
$1.4M +$1.4M +18,014 +31,604%
MFG
718
Monte Financial Group
Connecticut
$1.4M – – –
AWA
719
Arete Wealth Advisors
Illinois
$1.4M -$33K -426 -2%
YCG
720
Yeomans Consulting Group
Georgia
$1.4M +$812K +10,473 +139%
CFG
721
Citizens Financial Group
Rhode Island
$1.4M +$583K +7,522 +72%
IIA
722
ICW Investment Advisors
Arizona
$1.39M -$20.9K -269 -1%
GWM
723
Geneos Wealth Management
Colorado
$1.39M -$33.9K -437 -2%
1IA
724
1834 Investment Advisors
Wisconsin
$1.39M -$79.1K -1,020 -5%
VVP
725
Venture Visionary Partners
Ohio
$1.38M -$12.6K -163 -0.9%
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