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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 %
KFGK
1076
Keystone Financial Group (Kentucky)
Kentucky
$546K +$11.2K +144 +2%
CSB
1077
City State Bank
Iowa
$545K -$3.8K -49 -0.7%
NFG
1078
Nations Financial Group
Iowa
$544K +$853 +11 +0.2%
BEI
1079
Benjamin Edwards Inc
Missouri
$544K +$292K +3,768 +116%
USB
1080
Union Savings Bank
Connecticut
$542K – – –
PL
1081
Perpetual Ltd
Australia
$542K -$116K -1,500 -18%
SIS
1082
Sound Income Strategies
Florida
$540K +$1.55K +20 +0.3%
CC
1083
Chicago Capital
Illinois
$538K – – –
GS
1084
GTS Securities
New York
$538K +$538K +6,936 New
OIA
1085
Optimum Investment Advisors
Illinois
$538K -$60K -773 -10%
BWP
1086
Baldwin Wealth Partners
Massachusetts
$535K – – –
MHS
1087
M Holdings Securities
Oregon
$535K +$535K +6,853 New
BCG
1088
Breakwater Capital Group
New Jersey
$535K +$97.1K +1,252 +22%
MAA
1089
Mraz Amerine & Associates
California
$534K – – –
LIM
1090
Lathrop Investment Management
Arkansas
$534K – – –
WAAG
1091
Wealth Alliance Advisory Group
Kansas
$534K – – –
CT
1092
Clearstead Trust
Maine
$533K -$89.3K -1,151 -14%
VHAM
1093
Van Hulzen Asset Management
California
$532K – – –
BWS
1094
BCR Wealth Strategies
Alabama
$532K +$26.5K +342 +5%
AIA
1095
Angeles Investment Advisors
California
$532K – – –
SFI
1096
Siemens Fonds Invest
Germany
$532K -$358K -4,613 -40%
BWG
1097
Beta Wealth Group
California
$529K +$85.4K +1,101 +19%
ICM
1098
Islay Capital Management
Texas
$529K -$15.8K -204 -3%
BAM
1099
BOS Asset Management
Illinois
$528K +$62.1K +800 +13%
C1AG
1100
Client 1st Advisory Group
Florida
$528K – – –
42 43
44
45 46