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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 %
GI
826
GAMMA Investing
California
$1.02M +$418K +5,389 +69%
BC
827
Burney Company
Virginia
$1.02M -$4.58K -59 -0.4%
IF
828
Intrua Financial
Texas
$1.02M +$305K +3,931 +42%
SWM
829
Spire Wealth Management
Virginia
$1.02M -$77.3K -997 -7%
CCA
830
Checchi Capital Advisers
California
$1.02M -$18.8K -242 -2%
XF
831
XML Financial
Maryland
$1.02M -$47.1K -607 -4%
TPI
832
Trust Point Inc
Wisconsin
$1.01M -$36.5K -471 -3%
WPC
833
Wedmont Private Capital
Pennsylvania
$1.01M +$168K +2,106 +20%
EWM
834
Evercore Wealth Management
New York
$1M – – –
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$1M -$622K -8,013 -38%
CCB
836
Country Club Bank
Missouri
$1M -$19.1K -245 -2%
BB
837
Busey Bank
Illinois
$997K -$178K -2,296 -15%
MNBTD
838
Moody National Bank Trust Division
Texas
$995K -$407K -5,245 -29%
FFA
839
Farther Finance Advisors
California
$994K +$184K +2,385 +23%
GA
840
GoalVest Advisory
New York
$994K -$77.7K -1,002 -7%
GSEP
841
Golden State Equity Partners
California
$989K +$989K +12,753 New
PA
842
Procyon Advisors
Connecticut
$981K -$102K -1,312 -9%
CM
843
Columbus Macro
Pennsylvania
$975K -$36.6K -472 -4%
MWM
844
Marietta Wealth Management
Georgia
$975K +$293K +3,780 +43%
MFIM
845
Mesirow Financial Investment Management
Illinois
$974K +$11.1K +143 +1%
SA
846
SRH Advisors
Kansas
$972K – – –
BIM
847
Baldwin Investment Management
Pennsylvania
$967K +$232K +2,995 +32%
CAM
848
Columbia Asset Management
Michigan
$964K -$30.3K -391 -3%
WFS
849
Widmann Financial Services
Maryland
$963K -$11.4K -147 -1%
GWANC
850
Guardian Wealth Advisors (North Carolina)
North Carolina
$957K -$1.71K -22 -0.2%
32 33
34
35 36