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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 %
SAM
1201
Summit Asset Management
Tennessee
$442K +$1.24K +16 +0.3%
SFWA
1202
Summit Financial Wealth Advisors
Louisiana
$442K -$79.2K -1,021 -15%
CFIA
1203
Cantor Fitzgerald Investment Advisors
New York
$442K – – –
WG
1204
Wealth Group
North Carolina
$442K – – –
NAM
1205
NorthCrest Asset Manangement
Minnesota
$435K +$29.9K +385 +7%
GJIA
1206
Glass Jacobson Investment Advisors
Maryland
$433K – – –
9WM
1207
9258 Wealth Management
Ohio
$433K +$91.2K +1,176 +27%
ACP
1208
Arcus Capital Partners
Georgia
$433K +$3.03K +39 +0.7%
CTA
1209
Colonial Trust Advisors
South Carolina
$432K -$4.11K -53 -0.9%
SFB
1210
STAR Financial Bank
Indiana
$431K -$64K -825 -13%
BP
1211
Ballentine Partners
Massachusetts
$430K +$209K +2,697 +95%
RA
1212
Rise Advisors
New York
$430K +$35.5K +457 +9%
KFP
1213
Keystone Financial Planning
Ohio
$427K – – –
AC
1214
AlphaCore Capital
California
$426K +$1.24K +16 +0.3%
DLHL
1215
Donald L. Hagan LLC
Florida
$425K – – –
NAS
1216
Nicolet Advisory Services
Wisconsin
$425K +$2.75K +35 +0.7%
JC
1217
JB Capital
Connecticut
$424K +$3.34K +43 +0.8%
KLCM
1218
KG&L Capital Management
Louisiana
$424K -$137K -1,769 -24%
CAAS
1219
Capital Asset Advisory Services
Michigan
$423K -$63.1K -808 -13%
MC
1220
Mathes Company
New York
$423K – – –
DIP
1221
Davis Investment Partners
North Carolina
$423K +$160 +2 +0%
TA
1222
TruWealth Advisors
Louisiana
$422K +$8.14K +105 +2%
PWMG
1223
Pinnacle Wealth Management Group
Michigan
$421K – – –
APA
1224
Astoria Portfolio Advisors
New York
$420K -$4.11K -53 -1%
AAG
1225
Armstrong Advisory Group
Massachusetts
$419K -$67.2K -866 -14%
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