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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 %
SOS
851
Silver Oak Securities
Tennessee
$954K -$41K -529 -4%
GC
852
Grimes & Company
Massachusetts
$954K -$75.2K -969 -7%
CM
853
Cornerstone Management
Georgia
$953K +$155 +2 +0%
CIC
854
Carnegie Investment Counsel
Ohio
$950K -$60.3K -778 -6%
WW
855
Waterfront Wealth
Kansas
$946K +$5.82K +75 +0.6%
RWP
856
RWA Wealth Partners
Massachusetts
$945K +$280K +3,610 +42%
RCI
857
RS Crum Inc
California
$944K -$10.9K -141 -1%
BCM
858
BluePath Capital Management
Georgia
$941K +$316K +4,073 +51%
PCMF
859
Private Capital Management (Florida)
Florida
$940K – – –
MSA
860
Marino Stram & Associates
Massachusetts
$940K +$776 +10 +0.1%
RFA
861
Rollins Financial Advisors
New York
$937K -$62.5K -806 -6%
FIC
862
FCG Investment Company
Tennessee
$934K -$110K -1,418 -11%
AFC
863
AFT Forsyth & Company
Florida
$931K – – –
RL
864
Rogco LP
Oklahoma
$927K +$21.4K +276 +2%
SFP
865
Shepherd Financial Partners
Massachusetts
$925K – – –
JIP
866
Jaffetilchin Investment Partners
Florida
$918K -$65.4K -843 -7%
IB
867
Intrust Bank
Kansas
$917K -$6.9K -89 -0.7%
PGF
868
Plan Group Financial
Oklahoma
$916K +$369K +4,761 +68%
AAM
869
AMI Asset Management
California
$915K -$2.72K -35 -0.3%
RMC
870
Resources Management Corp
Connecticut
$911K -$8.92K -115 -1%
KMWM
871
Keudell/Morrison Wealth Management
Oregon
$905K -$40.6K -523 -4%
BIG
872
Bush Investment Group
Georgia
$905K +$5.35K +69 +0.6%
CCA
873
Cobblestone Capital Advisors
New York
$904K +$26.1K +336 +3%
BFC
874
Blue Fin Capital
Rhode Island
$904K +$465 +6 +0.1%
GWM
875
GSB Wealth Management
Connecticut
$902K -$1.78K -23 -0.2%
33 34
35
36 37