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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 %
KIG
976
Kowal Investment Group
Wisconsin
$710K +$52.8K +680 +8%
RC
977
Roundview Capital
New Jersey
$709K +$132K +1,705 +23%
PNC
978
Park National Corp
Ohio
$708K -$39.1K -504 -5%
ECG
979
Edge Capital Group
Georgia
$708K +$99.8K +1,286 +16%
IAS
980
Insigneo Advisory Services
Florida
$707K +$178K +2,060 +34%
CC
981
Constitution Capital
Connecticut
$706K +$69.8K +900 +11%
WTFG
982
Wells Trecaso Financial Group
Ohio
$702K – – –
MWM
983
Modera Wealth Management
New Jersey
$702K +$9.62K +124 +1%
HFBOT
984
Home Federal Bank of Tennessee
Tennessee
$697K +$7.76K +100 +1%
KIG
985
Kennedy Investment Group
New Jersey
$695K +$18.2K +235 +3%
CBOR
986
Community Bank of Raymore
Missouri
$694K – – –
CCG
987
Cypress Capital Group
Florida
$694K – – –
RCAG
988
Rehmann Capital Advisory Group
Michigan
$687K +$543 +7 +0.1%
KAS
989
KPP Advisory Services
Kentucky
$685K -$5.43K -70 -0.8%
GCM
990
Gables Capital Management
Florida
$682K – – –
SDAM
991
Shulman DeMeo Asset Management
New York
$682K +$12.8K +165 +2%
VCP
992
Vista Capital Partners
Oregon
$678K +$9.15K +118 +1%
RGC
993
Roberts, Glore & Co
Illinois
$677K -$12.6K -163 -2%
RGF
994
Retirement Guys Formula
Ohio
$677K -$63.4K -817 -9%
PMG
995
ProVise Management Group
Florida
$677K -$37.2K -480 -5%
STA
996
Summit Trail Advisors
New York
$676K +$21.3K +274 +3%
HCMG
997
Howard Capital Management Group
California
$675K – – –
EWA
998
Exencial Wealth Advisors
Oklahoma
$674K -$12.5K -161 -2%
CHA
999
Carmichael Hill & Associates
Maryland
$672K -$22K -284 -3%
BWS
1000
Buck Wealth Strategies
Colorado
$672K -$6.98M -89,961 -91%
38 39
40
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