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Southern Company
SO

Overview Fund Activity

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$764M
2
Capital International Investors
Capital International Investors
California
+$542M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$204M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$119M
5
Ameriprise
Ameriprise
Minnesota
+$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$721M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
State Street
State Street
Massachusetts
-$420M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
5
Marshall Wace
Marshall Wace
United Kingdom
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1326
SNS Financial Group
Minnesota
$315K -$1.08K -15 -0.3%
TCOTS
1327
Trust Company of the South
North Carolina
$315K -$6.31K -88 -2%
CT
1328
Coastline Trust
Rhode Island
$315K -$240K -3,350 -43%
WP
1329
Wealthspan Partners
Iowa
$314K +$13.5K +188 +4%
AP
1330
Appleton Partners
Massachusetts
$312K -$93.1K -1,300 -23%
TFA
1331
Trinity Financial Advisors
Ohio
$312K -$13.2K -184 -4%
GJWM
1332
Gilliland Jeter Wealth Management
Arkansas
$312K +$312K +4,346 New
SFA
1333
Semmax Financial Advisors
North Carolina
$311K +$2.76K +35 +0.9%
BIM
1334
Bridges Investment Management
Nebraska
$310K – – –
PB
1335
Pinnacle Bancorp
Nebraska
$310K – – –
SAM
1336
Secure Asset Management
Michigan
$310K -$2.08K -29 -0.7%
PAM
1337
Peak Asset Management
Colorado
$309K +$7.17K +100 +2%
AAM
1338
Ascension Asset Management
New York
$309K +$309K +4,302 New
LFA
1339
Longview Financial Advisors
Alabama
$309K +$287 +4 +0.1%
SSA
1340
Sierra Summit Advisors
Nevada
$308K +$2.51K +35 +0.8%
CFG
1341
Cooper Financial Group
California
$308K -$359 -5 -0.1%
GFG
1342
Goldstone Financial Group
Illinois
$308K +$15.4K +214 +5%
BDL
1343
Bey-Douglas LLC
Georgia
$307K +$287 +4 +0.1%
IC
1344
Inscription Capital
Texas
$307K -$21.5K -300 -7%
KFP
1345
KMG Fiduciary Partners
Ohio
$306K +$19.5K +272 +7%
HCM
1346
Hall Capital Management
Rhode Island
$305K -$10.5K -146 -3%
SN
1347
Sittner & Nelson
Oregon
$305K – – –
WF
1348
Wayfinding Financial
Washington
$304K -$4.42K -57 -1%
FFB
1349
First Financial Bankshares
Texas
$304K +$74.3K +1,036 +32%
BFIM
1350
Beese Fulmer Investment Management
Ohio
$304K -$16.4K -229 -5%
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