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 %
AWM
926
Aberdeen Wealth Management
Illinois
$794K -$61.7K -795 -7%
AWA
927
Acorn Wealth Advisors
Michigan
$791K -$9.77K -126 -1%
MMM
928
Mendel Money Management
Illinois
$791K +$6.98K +90 +0.9%
LWAM
929
Legacy Wealth Asset Management
Minnesota
$790K -$84.9K -1,095 -10%
ACG
930
Allen Capital Group
Nebraska
$790K +$407K +5,245 +106%
PCG
931
Prosperity Consulting Group
Maryland
$789K +$8.84K +114 +1%
IPAM
932
Investment Partners Asset Management
New Jersey
$787K -$11K -142 -1%
MIM
933
Marco Investment Management
Georgia
$786K -$1.86K -24 -0.2%
EWM
934
EPG Wealth Management
Georgia
$784K -$737K -10,273 Closed
SFS
935
Stiles Financial Services
Minnesota
$784K +$38.3K +494 +5%
BAM
936
Belpointe Asset Management
Nevada
$784K +$159K +2,052 +25%
NSIM
937
North Star Investment Management
Illinois
$781K -$6.28K -81 -0.8%
SJIM
938
St. Johns Investment Management
Florida
$780K -$21.2K -273 -3%
JAG
939
Journey Advisory Group
Kentucky
$778K – – –
AA
940
Ancora Advisors
Ohio
$777K -$17.3K -223 -2%
JF
941
Jump Financial
Illinois
$775K +$775K +9,990 New
AF
942
Arrow Financial
New York
$773K -$2.72K -35 -0.4%
WWM
943
Wagner Wealth Management
South Carolina
$772K +$82.8K +1,068 +12%
EM
944
Excalibur Management
Massachusetts
$771K – – –
GLLW
945
Graves Light Lenhart Wealth
Virginia
$765K – – –
FNC
946
First National Corp
Massachusetts
$765K +$19K +245 +3%
PA
947
Parallel Advisors
California
$764K +$23.7K +305 +3%
CFS
948
Cannon Financial Strategists
Georgia
$762K -$105K -1,358 -12%
TWM
949
Trueblood Wealth Management
Ohio
$762K +$233 +3 +0%
FTWA
950
Fifth Third Wealth Advisors
Ohio
$759K +$759K +9,781 New
36 37
38
39 40