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Southern Company
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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 %
LFA
1351
Longview Financial Advisors
Alabama
$334K +$310 +4 +0.1%
AAM
1352
Ascension Asset Management
New York
$334K – – –
CA
1353
Commerzbank Aktiengesellschaft
Germany
$333K +$17.2K +221 +5%
WCFA
1354
Walkner Condon Financial Advisors
Wisconsin
$333K +$333K +4,291 New
IC
1355
Inscription Capital
Texas
$332K +$310 +4 +0.1%
DJSG
1356
D.J. St. Germain
Massachusetts
$331K -$102K -1,311 -23%
ACM
1357
AlphaStar Capital Management
North Carolina
$330K +$73.9K +953 +29%
RRA
1358
Round Rock Advisors
Connecticut
$329K +$9.7K +125 +3%
AIM
1359
Aigen Investment Management
New York
$328K -$1.09M -14,062 -77%
IFWM
1360
Institute for Wealth Management
Colorado
$327K +$1.94K +25 +0.6%
AP
1361
Appleton Partners
Massachusetts
$327K -$10.5K -136 -3%
PAM
1362
Peak Asset Management
Colorado
$327K -$7.76K -100 -2%
GPW
1363
Gentry Private Wealth
Kansas
$326K +$326K +4,205 New
MAWA
1364
Moss Adams Wealth Advisors
Washington
$326K +$47.6K +613 +17%
HCM
1365
Hall Capital Management
Rhode Island
$326K -$3.49K -45 -1%
GCS
1366
Gordian Capital (Singapore)
Singapore
$325K +$325K +4,190 New
LAM
1367
L2 Asset Management
Massachusetts
$324K +$26.1K +337 +9%
SSC
1368
Syverson Strege & Co
Iowa
$324K +$2.72K +35 +0.8%
VR
1369
Valued Retirements
Texas
$323K -$158K -2,036 -33%
BOPW
1370
Brandywine Oak Private Wealth
Pennsylvania
$323K -$26.4K -340 -8%
BFA
1371
Buttonwood Financial Advisors
Maryland
$321K -$83K -1,070 -21%
Financial Engines Advisors
1372
Financial Engines Advisors
California
$321K +$52.3K +674 +19%
PMFA
1373
Plante Moran Financial Advisors
Michigan
$321K -$6.75K -87 -2%
WJA
1374
Willis Johnson & Associates
Texas
$320K +$1.16K +15 +0.4%
1SB
1375
1ST Source Bank
Indiana
$320K +$776 +10 +0.2%
53 54
55
56 57