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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 %
PWAM
1226
Pinnacle West Asset Management
Wyoming
$419K +$3.88K +50 +0.9%
WIC
1227
Wilkins Investment Counsel
Massachusetts
$419K – – –
BCM
1228
Bienville Capital Management
New York
$419K – – –
AC
1229
Avestar Capital
New York
$417K +$57.4K +740 +16%
WIA
1230
World Investment Advisors
California
$416K +$416K +5,369 New
MCP
1231
Mirador Capital Partners
California
$416K +$4.96K +64 +1%
CA
1232
Cornerstone Advisory
Maryland
$416K -$18.7K -241 -4%
NMM
1233
Naples Money Management
Florida
$415K +$415K +5,388 New
P
1234
Pitcairn
Pennsylvania
$415K +$50.7K +653 +14%
NRD
1235
Nebula Research & Development
New York
$414K +$414K +5,342 New
KOC
1236
Koss-Olinger Consulting
Florida
$414K +$414K +5,335 New
RPGK
1237
Retirement Planning Group (Kansas)
Kansas
$414K +$27.2K +350 +7%
MJRIC
1238
Mogy Joel R Investment Counsel
California
$414K -$139K -1,798 -25%
OFG
1239
Oxford Financial Group
Indiana
$413K +$413K +5,319 New
DWM
1240
Dogwood Wealth Management
Kansas
$409K +$64.3K +829 +19%
MW
1241
Members Wealth
Pennsylvania
$408K +$408K +4,476 New
HIC
1242
Hartline Investment Corp
Illinois
$408K -$1.83M -23,542 -82%
CCWM
1243
Correct Capital Wealth Management
Missouri
$407K – – –
WQ
1244
Wealth Quarterback
New Jersey
$406K -$16K -206 -4%
FNBTCON
1245
First National Bank & Trust Co of Newtown
Pennsylvania
$406K – – –
ECU
1246
Eisler Capital (US)
New York
$404K +$106K +1,366 +36%
GFG
1247
Goldstone Financial Group
Illinois
$403K +$70.6K +910 +21%
WC
1248
Wynn Capital
Georgia
$403K +$5.35K +69 +1%
EIA
1249
Eastover Investment Advisors
North Carolina
$402K – – –
CCA
1250
Childress Capital Advisors
Texas
$401K +$36.1K +466 +10%
48 49
50
51 52