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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 %
PMFA
1351
Plante Moran Financial Advisors
Michigan
$303K -$1K -14 -0.3%
DWA
1352
Douglass Winthrop Advisors
New York
$301K – – –
PFWA
1353
Paces Ferry Wealth Advisors
Georgia
$301K -$54.4K -759 -15%
IFWM
1354
Institute for Wealth Management
Colorado
$301K -$16.5K -230 -5%
AWM
1355
Aviso Wealth Management
Washington
$301K +$10.8K +151 +4%
NF
1356
Norwood Financial
Pennsylvania
$298K – – –
SSC
1357
Syverson Strege & Co
Iowa
$297K +$7.1K +99 +2%
NB
1358
Northwest Bancshares
Pennsylvania
$297K -$150K -2,093 -34%
SWA
1359
Stratos Wealth Advisors
Ohio
$296K -$3.18M -44,273 -91%
TPWA
1360
TRUE Private Wealth Advisors
Oregon
$296K +$3.3K +46 +1%
AA
1361
Advisory Alpha
Michigan
$296K -$27.8K -388 -9%
RRA
1362
Round Rock Advisors
Connecticut
$296K – – –
1SB
1363
1ST Source Bank
Indiana
$295K – – –
WJA
1364
Willis Johnson & Associates
Texas
$295K -$18K -251 -6%
GWP
1365
Gen-Wealth Partners
Michigan
$295K +$295K +4,107 New
DWT
1366
Dorsey & Whitney Trust
South Dakota
$294K +$23K +321 +8%
CA
1367
Commerzbank Aktiengesellschaft
Germany
$292K +$292K +4,068 New
AC
1368
ASB Consultores
Florida
$291K +$291K +4,058 New
AC
1369
Apella Capital
Connecticut
$291K -$5.3K -75 -2%
PIM
1370
Penobscot Investment Management
Massachusetts
$291K – – –
EE
1371
EWG Elevate
California
$289K -$2.15K -30 -0.7%
SAW
1372
Signal Advisors Wealth
Michigan
$288K +$51.2K +714 +22%
FA
1373
Fagan Associates
New York
$288K – – –
LCM
1374
LCM Capital Management
Illinois
$287K +$3.52K +49 +1%
AWM
1375
Altus Wealth Management
Kentucky
$285K – – –
53 54
55
56 57