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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 %
JFGIW
1376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K -$54.4K -701 -15%
PIMG
1377
Patriot Investment Management Group
Tennessee
$319K -$44K -567 -12%
CT
1378
Coastline Trust
Rhode Island
$317K -$23.3K -300 -7%
AC
1379
ASB Consultores
Florida
$316K +$1.55K +20 +0.5%
TPWA
1380
TRUE Private Wealth Advisors
Oregon
$316K -$4.03K -52 -1%
VFA
1381
Values First Advisors
Tennessee
$316K +$51.3K +661 +19%
WI
1382
WrapManager Inc
California
$315K -$111K -1,425 -26%
FAM
1383
Flaharty Asset Management
Florida
$314K +$31.1K +401 +11%
PIM
1384
Penobscot Investment Management
Massachusetts
$314K – – –
LA
1385
Lifeworks Advisors
Michigan
$314K +$44.9K +579 +17%
AF
1386
Apexium Financial
Texas
$314K +$44.4K +572 +16%
FA
1387
Fagan Associates
New York
$311K – – –
WF
1388
Wayfinding Financial
Washington
$311K +$7.51K +97 +2%
PFWA
1389
Paces Ferry Wealth Advisors
Georgia
$311K -$14.7K -190 -5%
RZH
1390
Relyea Zuckerberg Hanson
Connecticut
$311K +$25K +322 +9%
BIP
1391
Blueprint Investment Partners
North Carolina
$311K +$311K +4,003 New
EWM
1392
Elmwood Wealth Management
California
$310K -$53.8K -693 -15%
FEM
1393
Fulcrum Equity Management
Texas
$310K +$67K +864 +28%
O3W
1394
Omni 360 Wealth
New Jersey
$309K +$3.18K +41 +1%
LCM
1395
LCM Capital Management
Illinois
$308K -$2.33K -30 -0.7%
AWM
1396
Altus Wealth Management
Kentucky
$308K – – –
AA
1397
Advisory Alpha
Michigan
$306K -$13.7K -176 -4%
BAM
1398
Byrne Asset Management
New Jersey
$306K -$282K -3,925 Closed
LJAC
1399
L.J. Altfest & Co
New York
$306K -$52.5K -678 -15%
AFP
1400
Ausdal Financial Partners
Iowa
$306K +$3.41K +44 +1%
54 55
56
57 58