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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 %
CWP
1151
Cyndeo Wealth Partners
Florida
$480K +$5.12K +66 +1%
VCM
1152
Virtue Capital Management
Tennessee
$479K -$40.7K -498 -8%
FOFP
1153
Fee-Only Financial Planning
South Carolina
$477K – – –
MGIA
1154
Moneta Group Investment Advisors
Missouri
$476K +$21.6K +279 +5%
PA
1155
PSI Advisors
Florida
$475K -$171K -2,210 -27%
AT
1156
Arlington Trust
Alabama
$474K +$192K +2,481 +68%
HWA
1157
Heritage Wealth Advisors
Virginia
$473K – – –
SSWM
1158
Smith Salley Wealth Management
North Carolina
$473K -$471K -6,077 -50%
SL
1159
Summitry LLC
California
$473K – – –
EWA
1160
Elevate Wealth Advisory
Georgia
$472K +$217K +2,802 +85%
AWM
1161
Abound Wealth Management
Tennessee
$471K +$1.63K +21 +0.3%
LC
1162
LCNB Corp
Ohio
$471K -$19.4K -250 -4%
SW
1163
SteelPeak Wealth
California
$469K -$216K -2,779 -31%
CWM
1164
Cranbrook Wealth Management
Michigan
$468K – – –
DCM
1165
Driehaus Capital Management
Illinois
$468K +$468K +6,033 New
BHWM
1166
Bar Harbor Wealth Management
New Hampshire
$468K -$18K -232 -4%
ACI
1167
Alpha Cubed Investments
California
$468K +$79K +1,018 +20%
FA
1168
FSA Advisors
Michigan
$468K -$232 -3 -0%
GWSG
1169
GPS Wealth Strategies Group
Colorado
$466K -$9.7K -125 -2%
SC
1170
Schulhoff & Co
Ohio
$465K – – –
PA
1171
PFW Advisors
Georgia
$463K -$14K -181 -3%
KC
1172
Kingfisher Capital
North Carolina
$463K +$1.94K +25 +0.4%
VFP
1173
Verus Financial Partners
Virginia
$462K – – –
GWA
1174
Gratus Wealth Advisors
Virginia
$460K +$13.8K +169 +3%
GEA
1175
Glen Eagle Advisors
New Jersey
$460K +$98.3K +1,267 +27%
45 46
47
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