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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 %
HIP
1176
HUB Investment Partners
Texas
$460K +$46.9K +604 +11%
SIMG
1177
Sonora Investment Management Group
Arizona
$460K – – –
TGAM
1178
TBH Global Asset Management
Tennessee
$459K -$23.1K -298 -5%
GP
1179
Girard Partners
Pennsylvania
$459K -$5.82K -75 -1%
PIA
1180
Pinion Investment Advisors
Kansas
$457K +$20.8K +268 +5%
KFA
1181
Kapstone Financial Advisors
Ohio
$457K -$5.12K -66 -1%
IEFM
1182
IQ EQ Fund Management
Ireland
$456K -$13.9K -179 -3%
MSWM
1183
McGlone Suttner Wealth Management
Wisconsin
$455K -$67.9K -969 -13%
OFS
1184
OMC Financial Services
New York
$455K – – –
AC
1185
Apella Capital
Connecticut
$455K +$133K +1,705 +41%
TWP
1186
Triad Wealth Partners
Kansas
$455K +$455K +5,862 New
DI
1187
Diligent Investors
California
$453K -$7.45K -96 -2%
CSI
1188
Cross Staff Investments
New York
$453K – – –
RWI
1189
Red Wave Investments
Pennsylvania
$452K +$853 +11 +0.2%
CWM
1190
Cordatus Wealth Management
Pennsylvania
$451K +$451K +5,813 New
CIA
1191
Cohen Investment Advisors
New Hampshire
$451K +$54.4K +841 +14%
SS
1192
Sunbelt Securities
Texas
$450K -$222K -2,862 -33%
PP
1193
Paloma Partners
Connecticut
$450K -$2.41K -31 -0.5%
KIA
1194
Knollwood Investment Advisory
Maryland
$448K +$448K +5,776 New
DA
1195
Doliver Advisors
Texas
$448K +$5.82K +75 +1%
SC
1196
Searle & Co
Connecticut
$448K +$148K +1,914 +50%
ORC
1197
O'Rourke & Company
Massachusetts
$447K +$233 +3 +0.1%
EWM
1198
Empirical Wealth Management
Washington
$445K +$212K +2,729 +91%
AFA
1199
American Financial Advisors
Georgia
$445K -$22K -284 -5%
BFA
1200
Bill Few Associates
Pennsylvania
$443K +$26.5K +341 +6%
46 47
48
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