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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 %
TL
876
Tradewinds LLC
North Carolina
$901K +$901K +11,619 New
FCP
877
Fidelis Capital Partners
Florida
$900K -$39.3K -450 -4%
FIM
878
Freedom Investment Management
Connecticut
$898K -$21.3K -274 -2%
LOIP
879
Live Oak Investment Partners
Texas
$895K – – –
CCWM
880
Cassaday & Co Wealth Management
Virginia
$892K -$16.7K -215 -2%
NIM
881
Nicollet Investment Management
Minnesota
$889K – – –
NP
882
Nilsine Partners
Colorado
$888K -$115K -1,481 -11%
CI
883
Cigna Investments
Connecticut
$887K -$6.05K -78 -0.7%
Capstone Investment Advisors
884
Capstone Investment Advisors
New York
$886K -$999K -12,879 -53%
MWM
885
Mission Wealth Management
California
$884K +$318K +4,097 +56%
WI
886
Wintrust Investments
Illinois
$880K +$33.8K +435 +4%
FAIM
887
Financial Advocates Investment Management
Washington
$879K -$79.9K -1,030 -8%
V
888
ViaWealth
Kansas
$878K – – –
VA
889
Valmark Advisers
Ohio
$876K -$5.12K -66 -0.6%
VWM
890
Venturi Wealth Management
Texas
$869K +$1.24K +16 +0.1%
PP
891
PrairieView Partners
Minnesota
$868K +$775K +10,000 +833%
RWM
892
Ritholtz Wealth Management
New York
$867K +$157K +2,021 +22%
SLC
893
Second Line Capital
Louisiana
$867K +$225K +2,895 +35%
LG
894
LaFleur & Godfrey
Michigan
$865K -$14.9K -192 -2%
1IA
895
1620 Investment Advisors
Massachusetts
$864K +$818K +10,543 +1,757%
BWP
896
Balboa Wealth Partners
Arizona
$858K +$60.8K +784 +8%
RC
897
Resolution Capital
Australia
$857K +$119K +1,540 +16%
QCG
898
Quadrant Capital Group
Ohio
$854K +$106K +1,370 +14%
CFA
899
CWS Financial Advisors
Michigan
$853K +$106K +1,372 +14%
KCIC
900
Kuhn & Co Investment Counsel
Illinois
$849K – – –
34 35
36
37 38