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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 %
VBCG
1001
Valley Brook Capital Group
Pennsylvania
$671K +$155 +2 +0%
CPIG
1002
Chicago Partners Investment Group
Illinois
$668K -$67K -804 -9%
FDS
1003
First Dallas Securities
Texas
$665K +$11.6K +150 +2%
Kovitz Investment Group Partners
1004
Kovitz Investment Group Partners
Illinois
$662K +$224K +2,885 +51%
MFC
1005
Mechanics Financial Corp
Ohio
$661K +$776 +10 +0.1%
MA
1006
MONECO Advisors
Connecticut
$657K +$2.48K +32 +0.4%
BIG
1007
Brooklyn Investment Group
New York
$657K – – –
AWA
1008
Adapt Wealth Advisors
Georgia
$656K +$387K +4,994 +144%
WAC
1009
William Allan Corp
Colorado
$650K -$8.54K -110 -1%
First Manhattan
1010
First Manhattan
New York
$648K +$2.64K +34 +0.4%
IIL
1011
Insight Inv LLC
California
$648K -$27.5K -355 -4%
RB
1012
Rodgers Brothers
Pennsylvania
$647K – – –
MBT
1013
Montecito Bank & Trust
California
$647K -$22.9K -295 -3%
ANTB
1014
AMG National Trust Bank
Colorado
$646K +$646K +8,328 New
SP
1015
Successful Portfolios
Florida
$646K -$42.3K -545 -6%
BFG
1016
Beacon Financial Group
Texas
$640K +$9.85K +127 +2%
CFB
1017
Cullen/Frost Bankers
Texas
$639K -$578K -7,448 -47%
BW
1018
BIP Wealth
Georgia
$639K -$211K -2,714 -25%
AUB
1019
Atlantic Union Bankshares
Virginia
$639K -$78 -1 -0%
FSA
1020
Franklin Street Advisors
North Carolina
$635K +$698 +9 +0.1%
AGP
1021
Autumn Glory Partners
Texas
$635K +$92.3K +1,190 +17%
EW
1022
Element Wealth
Mississippi
$631K +$46.6K +601 +8%
PWPS
1023
Pinnacle Wealth Planning Services
Ohio
$630K +$1.63K +21 +0.3%
GM
1024
GeoWealth Management
Illinois
$626K +$133K +1,709 +27%
DAS
1025
Diversify Advisory Services
Utah
$624K +$38.8K +496 +7%
39 40
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