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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 %
CIA
1251
Cladis Investment Advisory
Montana
$400K – – –
LFA
1252
Legacy Financial Advisors
Kentucky
$400K +$10.7K +138 +3%
SIM
1253
Sentry Investment Management
Wisconsin
$399K +$399K +5,142 New
WA
1254
WealthTrust Axiom
Pennsylvania
$399K – – –
RCM
1255
Requisite Capital Management
Texas
$398K – – –
CAM
1256
Cozad Asset Management
Illinois
$396K -$123K -1,588 -24%
CWC
1257
Carolinas Wealth Consulting
North Carolina
$395K +$304K +3,913 +330%
SIC
1258
Sigma Investment Counselors
Michigan
$395K +$853 +11 +0.2%
FFIC
1259
First Fiduciary Investment Counsel
Ohio
$393K – – –
CIM
1260
CIM Investment Management
Pennsylvania
$393K -$3.96K -51 -1%
RW
1261
REDW Wealth
New Mexico
$392K +$3.1K +40 +0.8%
SWP
1262
Significant Wealth Partners
Illinois
$392K -$304K -3,924 -44%
RCM
1263
RB Capital Management
Nevada
$391K -$10.4K -134 -3%
OLVIG
1264
Oliver Lagore Vanvalin Investment Group
Michigan
$390K +$112K +1,450 +41%
CCM
1265
Chaney Capital Management
Washington
$389K – – –
SC
1266
Scotia Capital
Ontario, Canada
$389K +$40.5K +522 +12%
LDB
1267
Lee, Danner & Bass
Tennessee
$389K +$389K +5,020 New
TCOT
1268
Trust Company of Toledo
Ohio
$389K -$60.1K -775 -13%
UCMOK
1269
United Capital Management of KS
Kansas
$389K -$30.3K -390 -7%
AWG
1270
Altus Wealth Group
Colorado
$387K – – –
LC
1271
Lindbrook Capital
California
$387K +$79.7K +1,027 +26%
JC
1272
Jentner Corp
Ohio
$385K +$3.26K +42 +0.9%
GGI
1273
Godsey & Gibb Inc
Virginia
$385K +$170K +2,193 +79%
KFS
1274
Keynote Financial Services
Connecticut
$385K – – –
ZF
1275
Zhang Financial
Michigan
$384K -$3.34K -43 -0.9%
49 50
51
52 53