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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 89 closing their positions.

Holders
1,869
Holders Change
+56
Holders Change %
+3.09%
% of All Funds
27.19%
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
89
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Market Value Shares Shares
Change 		Shares
Change %
Mawer Investment Management
76
Mawer Investment Management
Alberta, Canada
$73.4M 946,463 -12,720 -1%
SIG
77
Stonegate Investment Group
Alabama
$72.9M 939,232 -54,110 -5%
HighTower Advisors
78
HighTower Advisors
Illinois
$71.9M 927,162 -16,929 -2%
1832 Asset Management
79
1832 Asset Management
Ontario, Canada
$67.7M 872,373 +841,435 +2,720%
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$67.6M 871,581 +33,879 +4%
CAI
81
Capital Advisors Inc
Oklahoma
$66.6M 857,985 +138,086 +19%
Truist Financial
82
Truist Financial
North Carolina
$62.3M 803,319 -65,001 -7%
Victory Capital Management
83
Victory Capital Management
Texas
$62.2M 801,623 -584,830 -42%
WG
84
Welch Group
Alabama
$61.2M 789,281 +211 +0%
Korea Investment Corp
85
Korea Investment Corp
South Korea
$60.4M 779,204 -60,590 -7%
ORIO
86
Old Republic International (ORI)
Illinois
$59.4M 766,000 – –
Prudential Financial
87
Prudential Financial
New Jersey
$55.3M 712,474 -81,202 -10%
Jane Street
88
Jane Street
New York
$53.7M 692,514 +509,337 +278%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$52.8M 680,788 -8,965 -1%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$50.3M 648,800 -420,900 -39%
First Trust Advisors
91
First Trust Advisors
Illinois
$49.9M 642,776 -1,620,669 -72%
SCP
92
Soroban Capital Partners
New York
$49.9M 642,679 +642,679 New
JCM
93
Junto Capital Management
New York
$47.4M 611,434 -600,213 -50%
SEI Investments
94
SEI Investments
Pennsylvania
$47.1M 607,761 -27,215 -4%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$46.7M 602,257 -7,188 -1%
WHRC
96
W.H. Reaves & Co
New Jersey
$46.3M 596,320 -270,348 -31%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$45.7M 589,709 -1,317 -0.2%
CII
98
Capital International Inc
California
$45M 580,208 +36,357 +7%
CVA
99
Ceredex Value Advisors
Florida
$44.3M 570,552 -98,854 -15%
VDI
100
Vaughan David Investments
Illinois
$44.2M 569,967 +8,314 +1%
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