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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 %
GAMC
951
Garner Asset Management Corp
Texas
$758K +$77.8K +1,002 +11%
GC
952
Gratus Capital
Georgia
$758K +$13.9K +179 +2%
BMCM
953
Bryn Mawr Capital Management
Pennsylvania
$751K -$698 -9 -0.1%
CC
954
Courier Capital
New York
$746K -$1.63M -20,996 -69%
CPC
955
Cookson Peirce & Co
Pennsylvania
$745K +$745K +9,608 New
BFA
956
Beaumont Financial Advisors
Massachusetts
$745K +$6.83K +88 +0.9%
MMG
957
Monetary Management Group
Missouri
$743K – – –
PVI
958
Pine Valley Investments
New Jersey
$741K – – –
WDC
959
Woodward Diversified Capital
California
$741K +$56.1K +723 +8%
PCA
960
Prosperity Capital Advisors
Ohio
$739K -$852K -10,988 -54%
BWA
961
BlueChip Wealth Advisors
Georgia
$739K +$9.85K +127 +1%
BMC
962
Benin Management Corp
Connecticut
$736K – – –
XWM
963
Xcel Wealth Management
Florida
$735K +$23K +297 +3%
QI
964
Qtron Investments
Massachusetts
$733K – – –
ACM
965
Allred Capital Management
Texas
$729K -$28.2K -364 -4%
ES
966
Eagle Strategies
New York
$729K +$511K +6,594 +235%
ESB
967
Essex Savings Bank
Connecticut
$728K -$15.5K -200 -2%
CCFM
968
Clear Creek Financial Management
Washington
$725K +$40K +515 +6%
WFI
969
West Family Investments
California
$725K – – –
MS
970
Madden Securities
Texas
$721K – – –
AWM
971
Affinity Wealth Management
Delaware
$721K -$11.1K -143 -2%
FHB
972
First Hawaiian Bank
Hawaii
$719K -$13.5K -174 -2%
LW
973
Linscomb Wealth
Texas
$718K +$1.09K +14 +0.2%
FMB
974
Field & Main Bank
Kentucky
$714K +$51.2K +660 +8%
BFS
975
Bradley Foster & Sargent
Connecticut
$713K -$9.7K -125 -1%
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