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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 %
CCB
1301
Cutter & Co Brokerage
Missouri
$363K -$19.5K -252 -5%
MGAM
1302
McGowan Group Asset Management
Texas
$363K +$3.49K +45 +1%
BFC
1303
Bedel Financial Consulting
Indiana
$361K – – –
CST
1304
Charles Schwab Trust
Nevada
$361K -$105K -1,348 -22%
EE
1305
EWG Elevate
California
$361K +$49K +632 +16%
TSS
1306
Thomas Story & Son
Indiana
$361K – – –
SEP
1307
Southland Equity Partners
Missouri
$361K -$13.8K -178 -4%
IBOK
1308
Independence Bank of Kentucky
Kentucky
$360K – – –
HR
1309
Howe & Rusling
New York
$360K +$107K +1,374 +42%
MF
1310
Meridian Financial
Massachusetts
$359K – – –
BIM
1311
Bridges Investment Management
Nebraska
$359K +$23.3K +300 +7%
C
1312
Certuity
Florida
$358K -$11.6K -150 -3%
DSC
1313
Duncker Streett & Co
Missouri
$358K – – –
CCFCSB
1314
Cape Cod Five Cents Savings Bank
Massachusetts
$358K -$27.8K -359 -7%
AWA
1315
Aaron Wealth Advisors
Illinois
$357K +$99K +1,276 +38%
VCM
1316
Violich Capital Management
California
$356K – – –
RSWM
1317
Robertson Stephens Wealth Management
California
$356K +$57.4K +740 +19%
MPCA
1318
Madison Park Capital Advisors
Washington
$355K +$310 +4 +0.1%
GIA
1319
GHP Investment Advisors
Colorado
$353K +$4.27K +55 +1%
HFAS
1320
Hummer Financial Advisory Services
Illinois
$353K -$23.3K -300 -6%
CA
1321
CSM Advisors
Pennsylvania
$351K -$7.76K -100 -2%
NRA
1322
NSI Retail Advisors
Pennsylvania
$351K -$7.76K -100 -2%
SAF
1323
Smith Anglin Financial
Texas
$349K -$51.6K -665 -13%
CICI
1324
Capital Investment Counsel Inc
North Carolina
$349K – – –
WEG
1325
World Equity Group
Illinois
$348K -$267K -3,439 -43%
51 52
53
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