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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 %
BBNB
1026
Baker Boyer National Bank
Washington
$624K -$287K -3,700 -32%
GWA
1027
Geometric Wealth Advisors
District of Columbia
$621K +$621K +8,004 New
FCAS
1028
First Command Advisory Services
Texas
$619K -$15.7K -202 -2%
MAM
1029
McLean Asset Management
Virginia
$616K +$16.9K +216 +3%
AWM
1030
Aprio Wealth Management
Georgia
$616K +$310K +3,999 +102%
PPC
1031
Park Place Capital
Alabama
$616K -$161K -2,072 -21%
WAL
1032
W Advisors LLC
Tennessee
$613K +$3.96K +51 +0.6%
WDG
1033
Wealth Dimensions Group
Ohio
$612K -$48.9K -630 -7%
AAS
1034
Ameritas Advisory Services
Nebraska
$611K -$49.5K -638 -7%
GAM
1035
Gotham Asset Management
New York
$610K +$183K +2,355 +43%
BBA
1036
Baader Bank Aktiengesellschaft
Germany
$609K +$609K +7,974 New
TWM
1037
Thrive Wealth Management
Pennsylvania
$606K +$18.5K +238 +3%
IWA
1038
IVC Wealth Advisors
Pennsylvania
$606K +$93.5K +1,205 +18%
CAC
1039
Certified Advisory Corp
Florida
$604K +$604K +7,787 New
FA
1040
Faithward Advisors
Pennsylvania
$604K +$11.2K +144 +2%
RIA
1041
Richwood Investment Advisors
Ohio
$601K -$23.3K -300 -4%
PSFG
1042
Prairie Sky Financial Group
Illinois
$601K – – –
BST
1043
Bath Savings Trust
Maine
$598K -$23.3K -300 -4%
CT
1044
Chicago Trust
Illinois
$598K -$47.4K -611 -7%
JSL
1045
JT Stratford LLC
Georgia
$593K -$70.4K -907 -11%
MAM
1046
Mainsail Asset Management
Alabama
$592K – – –
CAM
1047
Centre Asset Management
New York
$590K -$197K -2,540 -25%
GBT
1048
Grove Bank & Trust
Florida
$590K -$40.6K -523 -6%
SAG
1049
SageView Advisory Group
California
$590K +$590K +7,604 New
NAG
1050
Northstar Advisory Group
New Jersey
$586K -$2.95K -38 -0.5%
40 41
42
43 44