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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 %
RFA
726
Register Financial Advisors
Georgia
$1.38M +$16.1K +208 +1%
BFA
727
Benedict Financial Advisors
Georgia
$1.38M +$1.63K +21 +0.1%
Aviva
728
Aviva
United Kingdom
$1.37M +$46.6K +601 +4%
ATPW
729
Ashton Thomas Private Wealth
Arizona
$1.37M +$504K +6,500 +59%
PWSG
730
Pacific Wealth Strategies Group
California
$1.36M +$45.8K +590 +3%
GRP
731
Global Retirement Partners
California
$1.36M +$147K +1,896 +12%
MG
732
Mather Group
Illinois
$1.35M +$13.9K +194 +1%
MYLI
733
Meiji Yasuda Life Insurance
Japan
$1.35M +$387K +4,990 +40%
CPIA
734
Cornell Pochily Investment Advisors
New York
$1.35M +$97K +1,250 +8%
FCA
735
FinTrust Capital Advisors
South Carolina
$1.34M +$128K +1,656 +11%
WSC
736
Wellington Shields & Co
New York
$1.34M +$3.88K +50 +0.3%
JWM
737
Jeppson Wealth Management
California
$1.34M +$26.4K +340 +2%
BC
738
Bridgefront Capital
Texas
$1.34M +$641K +8,260 +92%
HBT
739
Hills Bank & Trust
Iowa
$1.34M – – –
FPAS
740
Focus Partners Advisor Solutions
Missouri
$1.33M +$146K +1,884 +12%
HNWAG
741
High Net Worth Advisory Group
Florida
$1.32M +$6.9K +89 +0.5%
SB
742
Strategic Blueprint
Georgia
$1.32M -$117K -1,513 -8%
FNB
743
Farmers National Bank
Kentucky
$1.32M -$35.4K -456 -3%
CIG
744
Cullen Investment Group
Louisiana
$1.32M -$155K -2,004 -11%
NSEDCP
745
NJ State Employees Deferred Compensation Plan
New Jersey
$1.32M – – –
IAIM
746
International Assets Investment Management
Florida
$1.32M +$90.8K +1,171 +7%
FMTCOCP
747
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.31M +$1.4K +18 +0.1%
CSIC
748
Clifford Swan Investment Counsel
California
$1.31M – – –
SWM
749
SeaCrest Wealth Management
New York
$1.31M +$5.35K +69 +0.4%
CB
750
Centennial Bank
Arkansas
$1.3M -$9.08K -117 -0.7%
28 29
30
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