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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 %
AAIM
776
Asset Advisors Investment Management
Georgia
$1.2M +$93.1K +1,200 +8%
FMTC
777
Farmers & Merchants Trust Company
California
$1.19M – – –
TG
778
TCW Group
California
$1.19M +$89.7K +1,157 +8%
BTC
779
Bank & Trust Company
Illinois
$1.18M +$1.18M +15,265 New
HWP
780
Highline Wealth Partners
California
$1.18M +$543 +7 +0%
PAG
781
Powers Advisory Group
Illinois
$1.18M +$6.9K +89 +0.6%
CB
782
Cadence Bank
Mississippi
$1.18M -$248K -3,200 -17%
RIA
783
Realta Investment Advisors
Delaware
$1.17M -$138K -1,783 -11%
LA
784
LVW Advisors
New York
$1.16M +$206K +2,651 +22%
SAM
785
Silvercrest Asset Management
New York
$1.16M +$107K +1,378 +10%
ACS
786
Archford Capital Strategies
Illinois
$1.15M -$17K -219 -1%
Koshinski Asset Management
787
Koshinski Asset Management
Illinois
$1.15M +$153K +1,962 +15%
TI
788
Tidal Investments
Wisconsin
$1.15M -$778K -10,032 -40%
MMA
789
Miracle Mile Advisors
California
$1.15M -$8.15K -105 -0.7%
ONB
790
Old National Bancorp
Indiana
$1.14M +$11.8K +152 +1%
DG
791
DMC Group
Alabama
$1.14M -$121K -1,564 -10%
ADL
792
Asset Dedication LLC
California
$1.14M +$465 +6 +0%
RP
793
Rowlandmiller & Partners
Georgia
$1.13M – – –
FLPIM
794
F.L. Putnam Investment Management
Massachusetts
$1.13M +$446K +5,756 +65%
SW
795
SVB Wealth
Massachusetts
$1.12M -$261K -3,368 -19%
AO
796
Advisor OS
Illinois
$1.12M +$183K +2,364 +20%
PCS
797
Personal CFO Solutions
New Jersey
$1.11M +$13.7K +176 +1%
LWA
798
Lineweaver Wealth Advisors
Ohio
$1.11M +$31.7K +408 +3%
RPCONE
799
Retirement Planning Company of New England
Rhode Island
$1.11M -$27.3K -352 -2%
SCI
800
Stableford Capital II
Arizona
$1.11M -$33K -404 -3%
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