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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 %
WPW
1276
Waldron Private Wealth
Pennsylvania
$382K +$32.5K +419 +9%
TWM
1277
Triton Wealth Management
Arizona
$381K – – –
FRM
1278
Fox Run Management
Connecticut
$381K +$381K +4,908 New
IFU
1279
iSAM Funds (UK)
United Kingdom
$381K +$381K +4,907 New
CGH
1280
CMG Global Holdings
Texas
$380K – – –
GIM
1281
Greylin Investment Management
Virginia
$380K -$14.4K -185 -4%
BFIM
1282
Beese Fulmer Investment Management
Ohio
$379K +$50.4K +650 +15%
FFG
1283
Fiduciary Financial Group
California
$379K +$379K +4,669 New
KCFA
1284
Key Client Fiduciary Advisors
New Jersey
$379K -$85.7K -1,105 -18%
OAM
1285
Oppenheimer Asset Management
New York
$379K -$24.2K -312 -6%
LAS
1286
Lloyd Advisory Services
Georgia
$376K +$376K +4,849 New
TC
1287
Trilogy Capital
California
$373K +$27.6K +356 +8%
HWMO
1288
Heritage Wealth Management (Ohio)
Ohio
$372K +$372K +4,766 New
CAM
1289
Campion Asset Management
Virginia
$371K -$3.49K -45 -0.9%
LIG
1290
Lokken Investment Group
Delaware
$371K – – –
WT
1291
Washington Trust
Rhode Island
$371K – – –
WMA
1292
Wealth Management Associates
New Jersey
$370K – – –
MHR
1293
Matthew Hamilton Rosenberg
$368K +$4.85K +63 +1%
TP
1294
Tranquility Partners
Tennessee
$368K – – –
MA
1295
MKT Advisors
California
$367K -$29.3K -375 -7%
CWM
1296
Cornerstone Wealth Management
Missouri
$366K -$69.2K -892 -16%
BRM
1297
Boston Research & Management
Massachusetts
$365K – – –
TCA
1298
Transcend Capital Advisors
New Jersey
$365K +$2.64K +34 +0.7%
FNBT
1299
FineMark National Bank & Trust
Florida
$365K +$3.1K +40 +0.9%
AA
1300
Argent Advisors
Louisiana
$364K – – –
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