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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 %
SFA
1326
Semmax Financial Advisors
North Carolina
$347K +$2.79K +32 +0.8%
FA
1327
FDx Advisors
Illinois
$347K -$98.4K -1,269 -22%
VC
1328
Veracity Capital
Georgia
$347K +$1.09K +14 +0.3%
CFO
1329
Callan Family Office
Pennsylvania
$346K +$346K +4,463 New
DWT
1330
Dorsey & Whitney Trust
South Dakota
$346K +$28.2K +364 +9%
HDIM
1331
Hanson & Doremus Investment Management
Vermont
$346K – – –
IHL
1332
Investment House LLC
California
$346K +$233 +3 +0.1%
TAM
1333
Tucker Asset Management
Colorado
$345K -$94.3K -1,216 -21%
RMDI
1334
R.M. Davis Inc
Maine
$345K +$62K +799 +22%
LOPW
1335
Live Oak Private Wealth
North Carolina
$345K +$47.5K +613 +16%
JLBC
1336
J.L. Bainbridge & Co
Florida
$344K +$1.24K +16 +0.4%
SFG
1337
SNS Financial Group
Minnesota
$344K +$3.34K +43 +1%
BDL
1338
Bey-Douglas LLC
Georgia
$344K +$1.12K +14 +0.3%
APW
1339
Austin Private Wealth
Texas
$344K +$34.2K +441 +11%
TIM
1340
Thompson Investment Management
Wisconsin
$343K – – –
FWCM
1341
Ferguson Wellman Capital Management
Oregon
$343K – – –
DWA
1342
Douglass Winthrop Advisors
New York
$342K +$15.8K +204 +5%
CAS
1343
CTC Alternative Strategies
Illinois
$341K +$341K +4,398 New
WP
1344
Wealthspan Partners
Iowa
$340K +$233 +3 +0.1%
TWA
1345
TCI Wealth Advisors
Arizona
$340K -$8.69K -112 -2%
SAM
1346
Seelaus Asset Management
New Jersey
$338K -$11.6K -150 -3%
GJWM
1347
Gilliland Jeter Wealth Management
Arkansas
$337K – – –
PB
1348
Pinnacle Bancorp
Nebraska
$335K – – –
FWM
1349
Fonville Wealth Management
Virginia
$334K -$27.3K -352 -8%
TCOTS
1350
Trust Company of the South
North Carolina
$334K -$6.28K -81 -2%
52 53
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