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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 %
LIM
1101
Longfellow Investment Management
Massachusetts
$527K +$3.65K +47 +0.7%
SCA
1102
Stokes Capital Advisors
South Carolina
$527K – – –
CGL
1103
Clarius Group LLC
Washington
$524K -$23.7K -305 -4%
AF
1104
Advisornet Financial
Minnesota
$522K +$8.46K +109 +2%
AWE
1105
Avidian Wealth Enterprises
Texas
$522K +$38.8K +500 +8%
BIG
1106
Builder Investment Group
Georgia
$522K – – –
RWA
1107
River Wealth Advisors
Pennsylvania
$521K +$521K +6,713 New
AHL
1108
Abel Hall LLC
Louisiana
$520K +$8.92K +115 +2%
SWA
1109
Stratos Wealth Advisors
Ohio
$520K +$200K +2,573 +62%
VC
1110
Vicus Capital
Pennsylvania
$520K +$217K +2,792 +71%
BA
1111
Ballew Advisors
Mississippi
$519K -$2.64K -33 -0.5%
PFG
1112
Prosperity Financial Group
California
$517K +$9.62K +124 +2%
FFM
1113
Fullerton Fund Management
Singapore
$517K +$517K +6,661 New
GL
1114
Graypoint LLC
New York
$516K +$70.6K +910 +16%
CAM
1115
Congress Asset Management
Massachusetts
$516K – – –
ECM
1116
Evergreen Capital Management
Washington
$512K +$56.7K +731 +12%
PA
1117
Probity Advisors
Texas
$512K – – –
MSAM
1118
Moloney Securities Asset Management
Missouri
$512K +$10.2K +131 +2%
TW
1119
TritonPoint Wealth
Maryland
$512K -$931 -12 -0.2%
LGA
1120
Lebenthal Global Advisors
New York
$511K +$87.2K +1,124 +21%
WF
1121
Welch & Forbes
Massachusetts
$511K -$44.5K -570 -8%
BFW
1122
Brady Family Wealth
Missouri
$510K – – –
DS
1123
DRW Securities
Illinois
$509K +$509K +6,503 New
HCP
1124
Hexagon Capital Partners
Arkansas
$509K +$30.6K +395 +6%
TWM
1125
Tradition Wealth Management
Minnesota
$508K +$43.9K +566 +9%
43 44
45
46 47