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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 89 closing their positions.

Holders
1,869
Holders Change
+56
Holders Change %
+3.09%
% of All Funds
27.19%
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
89
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$43.8M +$3.34M +43,067 +8%
CIA
102
Capital Investment Advisors
Georgia
$43.3M +$323K +4,161 +0.8%
Citadel Advisors
103
Citadel Advisors
Florida
$42.4M +$38.1M +491,149 +895%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$41M -$481K -6,197 -1%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$40.2M -$1.05M -13,592 -3%
Osaic Holdings
106
Osaic Holdings
Arizona
$39.9M -$5.14M -66,227 -11%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$39.5M -$1.93M -24,929 -5%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.8M -$1.71M -21,988 -4%
Fidelity International
109
Fidelity International
Bermuda
$38.7M +$5.82M +75,021 +18%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$38M -$3.37M -43,428 -8%
Asset Management One
111
Asset Management One
Japan
$37.2M -$1.49M -19,256 -4%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$37M -$802K -10,340 -2%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$36.5M +$7.24M +93,375 +25%
BG
114
Bollard Group
Massachusetts
$35.4M +$837K +10,794 +2%
CDH
115
Charles D. Hyman
$35M +$198K +2,555 +0.6%
RAM
116
Resona Asset Management
Japan
$34.2M -$1.6M -20,643 -4%
GF
117
Gabelli Funds
New York
$33.4M -$155K -2,000 -0.5%
MAM
118
Magellan Asset Management
Australia
$33.4M -$1.36M -17,511 -4%
US Bancorp
119
US Bancorp
Minnesota
$32.8M -$930K -11,993 -3%
CIC
120
Crawford Investment Counsel
Georgia
$32.8M -$1.3M -16,817 -4%
Squarepoint
121
Squarepoint
New York
$32.7M +$14.6M +188,245 +81%
DnB Asset Management
122
DnB Asset Management
Norway
$31.9M +$13.9M +179,661 +78%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$31.2M -$3.7M -47,719 -11%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$30.9M -$17.5M -226,222 -36%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$30.7M +$787K +10,140 +3%
3 4
5
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