SO icon

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 %
CCG
801
Chatham Capital Group
Georgia
$1.1M – – –
TT
802
TI-Trust
Illinois
$1.1M – – –
MWA
803
Midland Wealth Advisors
Illinois
$1.1M +$269K +3,470 +33%
SAM
804
Smartleaf Asset Management
Massachusetts
$1.1M +$133K +1,699 +14%
WLIM
805
White Lighthouse Investment Management
Massachusetts
$1.09M +$698 +9 +0.1%
MIC
806
Means Investment Company
Maine
$1.09M -$142K -1,825 -12%
RDWM
807
Red Door Wealth Management
Tennessee
$1.08M +$9.7K +125 +0.9%
EARNEST Partners
808
EARNEST Partners
Georgia
$1.08M -$18.9K -243 -2%
BJL
809
Brighton Jones LLC
Washington
$1.07M -$28.2K -364 -3%
WB
810
West Bancorporation
Iowa
$1.07M – – –
IAN
811
Integrated Advisors Network
Texas
$1.07M -$21.2K -273 -2%
SSWM
812
Sheets Smith Wealth Management
North Carolina
$1.07M -$50.6K -652 -5%
AIMA
813
Ables Iannone Moore & Associates
Georgia
$1.07M -$22.5K -290 -2%
CCT
814
Chemung Canal Trust
New York
$1.07M -$2.33K -30 -0.2%
TBNY
815
Trustco Bank (New York)
New York
$1.07M -$74.5K -961 -7%
FWM
816
ForthRight Wealth Management
Georgia
$1.07M +$3.96K +51 +0.4%
SAM
817
SignalPoint Asset Management
Missouri
$1.07M -$14.5K -187 -1%
UBV
818
United Bank (Virginia)
Virginia
$1.06M +$7.76K +100 +0.7%
SSA
819
Schonfeld Strategic Advisors
New York
$1.06M +$1.06M +13,670 New
BCP
820
Berkeley Capital Partners
Georgia
$1.06M -$9.85K -127 -0.9%
EFMC
821
Empire Financial Management Company
New York
$1.06M – – –
BG
822
Bahl & Gaynor
Ohio
$1.05M +$1.32K +17 +0.1%
STA
823
Smith Thornton Advisors
Alabama
$1.03M +$1.03M +13,295 New
WWM
824
Western Wealth Management
Colorado
$1.03M +$32.7K +422 +3%
PAMG
825
Patton Albertson Miller Group
Tennessee
$1.03M -$31.1K -401 -3%
31 32
33
34 35