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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 %
KA
751
Kovack Advisors
Florida
$1.3M +$38.6K +498 +3%
DAM
752
Delta Asset Management
Tennessee
$1.3M -$38.1K -491 -3%
AssetMark Inc
753
AssetMark Inc
California
$1.29M -$10.2K -131 -0.8%
BFS
754
Bard Financial Services
Connecticut
$1.29M – – –
GG
755
Gleason Group
Kentucky
$1.29M +$11.5K +148 +0.9%
FFN
756
Focus Financial Network
Minnesota
$1.28M +$22.6K +277 +2%
IIM
757
Ipswich Investment Management
Massachusetts
$1.27M – – –
CFD
758
Creative Financial Designs
Indiana
$1.27M +$13.6K +175 +1%
LI
759
LVZ Inc
Michigan
$1.27M -$4.73K -61 -0.4%
FCM
760
Fourpath Capital Management
Oklahoma
$1.27M -$114K -1,472 -8%
SWM
761
Sculati Wealth Management
Michigan
$1.26M -$11.6K -150 -0.9%
BHBT
762
Burke & Herbert Bank & Trust
Virginia
$1.26M +$754K +9,726 +150%
ATC
763
Adirondack Trust Company
New York
$1.26M -$9.15K -118 -0.7%
LMKC
764
L.M. Kohn & Company
Ohio
$1.26M +$75.3K +971 +6%
SFO
765
Stokes Family Office
Louisiana
$1.24M +$9.46K +122 +0.8%
SSB
766
Sandy Spring Bank
Maryland
$1.23M -$19.2K -247 -2%
IP
767
Ignite Planners
California
$1.22M +$6.95K +89 +0.6%
FDCDDQ
768
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22M +$1.16M +14,948 +1,946%
TW
769
TrinityPoint Wealth
Connecticut
$1.21M -$1.01K -13 -0.1%
WA
770
Wealth Alliance
New York
$1.21M -$214K -2,763 -15%
GAM
771
Griffin Asset Management
New York
$1.21M -$6.98K -90 -0.6%
PTC
772
Philadelphia Trust Company
Pennsylvania
$1.21M +$1.55K +20 +0.1%
DT
773
Diversified Trust
Tennessee
$1.2M +$12.6K +163 +1%
VFA
774
Valeo Financial Advisors
Indiana
$1.2M +$62.1K +800 +5%
CA
775
CapWealth Advisors
Tennessee
$1.2M -$59.1K -762 -5%
29 30
31
32 33