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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 %
SF
1126
Slagle Financial
Illinois
$504K -$30.8K -397 -6%
NCM
1127
Novare Capital Management
North Carolina
$504K +$2.17K +28 +0.4%
CRI
1128
Colonial River Investments
Virginia
$503K -$134K -1,731 -21%
LSAG
1129
Lake Street Advisors Group
New Hampshire
$503K +$30.6K +394 +6%
LBC
1130
Lowe Brockenbrough & Co
Virginia
$502K -$3.88K -50 -0.8%
MWM
1131
Mosley Wealth Management
California
$501K +$29.9K +386 +6%
FFM
1132
Forum Financial Management
Illinois
$501K +$388 +5 +0.1%
BFG
1133
Berger Financial Group
Minnesota
$500K -$30.3K -390 -6%
MHIC
1134
Marble Harbor Investment Counsel
Massachusetts
$500K -$1.09K -14 -0.2%
OIC
1135
Orion Investment Company
Missouri
$499K +$499K +6,435 New
MFWP
1136
Mosaic Family Wealth Partners
Missouri
$497K +$2.09K +27 +0.4%
SC
1137
Syon Capital
California
$496K -$42K -541 -8%
EIP
1138
Epoch Investment Partners
New York
$495K -$47.3K -610 -9%
HTC
1139
Haverford Trust Company
Pennsylvania
$494K +$72.9K +940 +17%
CI
1140
CX Institutional
Indiana
$493K +$13.7K +176 +3%
EGWAG
1141
Elwood & Goetz Wealth Advisory Group
Georgia
$493K +$9.93K +128 +2%
TTWM
1142
TCV Trust & Wealth Management
Virginia
$489K – – –
PG
1143
Patten Group
Tennessee
$488K +$11.9K +153 +2%
SP
1144
Symmetry Partners
Connecticut
$488K -$76.1K -981 -13%
MIM
1145
Moseley Investment Management
Florida
$486K +$2.02K +26 +0.4%
MCWS
1146
McKinley Carter Wealth Services
West Virginia
$486K +$1.71K +22 +0.4%
CBB
1147
Citizens Business Bank
California
$485K +$134K +1,725 +38%
KFP
1148
KMG Fiduciary Partners
Ohio
$484K +$153K +1,967 +46%
SWA
1149
SFMG Wealth Advisors
Texas
$482K +$776 +10 +0.2%
LA
1150
Legacy Advisors
Pennsylvania
$480K +$480K +6,190 New
44 45
46
47 48