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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 %
FCM
1051
Firestone Capital Management
Florida
$584K – – –
SA
1052
Skyline Advisors
Washington
$582K – – –
ACP
1053
Aviance Capital Partners
Florida
$581K +$7.91K +102 +1%
LFP
1054
Lakeshore Financial Planning
Michigan
$579K +$4.19K +54 +0.7%
SWMG
1055
Sard Wealth Management Group
Georgia
$579K +$5.35K +69 +0.9%
AIC
1056
Archer Investment Corporation
Indiana
$578K +$8.3K +107 +1%
CI
1057
Conning Inc
Connecticut
$578K +$27.6K +356 +5%
NPFS
1058
Novak & Powell Financial Services
Florida
$577K – – –
AB
1059
Atlas Brown
Kentucky
$575K +$4.34K +56 +0.8%
APC
1060
Asset Planning Corporation
Tennessee
$574K +$574K +7,400 New
WHC
1061
Wulff, Hansen & Co
California
$571K – – –
SWP
1062
Strategic Wealth Partners
Ohio
$570K -$2.02K -26 -0.4%
CAM
1063
Cidel Asset Management
Ontario, Canada
$570K +$15K +193 +3%
BAM
1064
Beaumont Asset Management
Texas
$569K +$15.4K +198 +3%
FT
1065
Fiduciary Trust
Massachusetts
$565K -$10.3K -133 -2%
FAM
1066
Formidable Asset Management
Ohio
$565K +$11.1K +143 +2%
NG
1067
Norden Group
Utah
$563K +$156K +2,011 +38%
SMA
1068
Sage Mountain Advisors
Georgia
$555K +$185K +2,391 +50%
DJYG
1069
David J. Yvars Group
Florida
$555K +$310 +4 +0.1%
CTB
1070
Country Trust Bank
Illinois
$554K +$272K +3,505 +96%
SL
1071
Sentry LLC
Tennessee
$552K +$388 +5 +0.1%
PAM
1072
Peninsula Asset Management
Florida
$550K -$7.76K -100 -1%
BIA
1073
Beacon Investment Advisors
Maryland
$549K +$1.86K +24 +0.3%
AFG
1074
Allegheny Financial Group
Pennsylvania
$549K +$7.45K +96 +1%
NRI
1075
NFP Retirement Inc
California
$549K +$1.55K +20 +0.3%
41 42
43
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