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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 %
LC
1376
Lindbrook Capital
California
$284K -$84.4K -1,177 -23%
KFG
1377
Kingdom Financial Group
Arizona
$283K -$67.5K -941 -19%
APW
1378
Austin Private Wealth
Texas
$283K +$55.8K +786 +25%
O3W
1379
Omni 360 Wealth
New Jersey
$283K -$4.38K -61 -2%
AWM
1380
Aprio Wealth Management
Georgia
$282K -$50.4K -702 -15%
BLAM
1381
Bourne Lent Asset Management
New York
$282K – – –
BAM
1382
Byrne Asset Management
New Jersey
$282K -$3.59K -50 -1%
PCP
1383
Proficio Capital Partners
Massachusetts
$281K +$3.09K +43 +1%
AW
1384
Alaethes Wealth
Nevada
$280K – – –
VC
1385
Vicus Capital
Pennsylvania
$280K +$280K +3,905 New
CGFA
1386
Colton Groome Financial Advisors
North Carolina
$280K -$1.22K -17 -0.4%
BMO
1387
Beck Mack & Oliver
New York
$280K – – –
AFP
1388
Ausdal Financial Partners
Iowa
$280K -$14.6K -204 -5%
FAM
1389
Frontier Asset Management
Wyoming
$280K +$2.8K +39 +1%
BBA
1390
BLB&B Advisors
Pennsylvania
$279K +$31.5K +439 +13%
QC
1391
Quent Capital
New York
$279K +$22.5K +314 +9%
HBT
1392
Heartland Bank & Trust
Illinois
$278K – – –
AFM
1393
Armstrong Fleming & Moore
District of Columbia
$278K – – –
CASC
1394
Coppell Advisory Solutions Corp
Texas
$278K +$278K +3,877 New
RIS
1395
Retirement Income Solutions
Michigan
$278K – – –
AF
1396
Aldebaran Financial
$277K -$35.9K -500 -11%
SC
1397
Searle & Co
Connecticut
$277K – – –
CWM
1398
Cabot Wealth Management
Massachusetts
$277K – – –
FSA
1399
Financial Security Advisor
Virginia
$276K +$1.79K +25 +0.7%
WFA
1400
WMG Financial Advisors
Tennessee
$276K +$13.5K +188 +5%
54 55
56
57 58