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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 %
FTC
901
Farmers Trust Company
Ohio
$848K – – –
BCWM
902
Bartlett & Co Wealth Management
Ohio
$845K -$101K -1,296 -11%
HSA
903
HBK Sorce Advisory
Pennsylvania
$842K +$37.1K +478 +5%
BFM
904
Boston Financial Management
Massachusetts
$841K +$1.63K +21 +0.2%
Lazard Asset Management
905
Lazard Asset Management
New York
$837K -$43.1K -556 -5%
WIS
906
Wright Investors Service
Connecticut
$836K -$2.72K -35 -0.3%
Members Trust
907
Members Trust
Florida
$836K – – –
CPA
908
Court Place Advisors
Maryland
$836K +$38.8K +500 +5%
SWM
909
Silverlake Wealth Management
Vermont
$831K -$42.4K -546 -5%
WKWM
910
Walter & Keenan Wealth Management
Indiana
$830K +$117K +1,510 +16%
JTWM
911
Jackson Thornton Wealth Management
Alabama
$827K +$155 +2 +0%
VH
912
Visionary Horizons
Tennessee
$826K -$25.5K -329 -3%
FWP
913
Firethorn Wealth Partners
Georgia
$819K +$6.52K +84 +0.8%
NC
914
NovaPoint Capital
Georgia
$818K +$25.2K +325 +3%
SAM
915
Secure Asset Management
Michigan
$817K +$482K +6,215 +144%
CTA
916
Chesley Taft & Associates
Illinois
$816K – – –
MIM
917
Morningstar Investment Management
Illinois
$813K – – –
SIC
918
Sterling Investment Counsel
New York
$813K -$19.8K -255 -2%
SFG
919
Sunburst Financial Group
Alabama
$812K -$12.1K -156 -1%
HPC
920
HM Payson & Co
Maine
$807K +$44.1K +568 +6%
BFIC
921
Bedell Frazier Investment Counselling
California
$806K -$16.4K -211 -2%
GC
922
Gilbert & Cook
Iowa
$805K -$63.3K -816 -7%
PT
923
Plimoth Trust
Massachusetts
$804K -$28.3K -365 -3%
TFS
924
Thoroughbred Financial Services
Tennessee
$799K +$354K +4,565 +80%
DA
925
Detalus Advisors
Missouri
$796K -$36.3K -468 -4%
35 36
37
38 39