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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 %
RSWM
1401
Robertson Stephens Wealth Management
California
$276K -$1.51K -21 -0.5%
ECU
1402
Eisler Capital (US)
New York
$276K +$276K +3,842 New
LAM
1403
L2 Asset Management
Massachusetts
$276K +$20K +279 +8%
FCA
1404
FLC Capital Advisors
California
$275K – – –
SP
1405
Systematic Portfolios
New York
$275K +$275K +3,840 New
LOPW
1406
Live Oak Private Wealth
North Carolina
$275K – – –
PL
1407
Plancorp LLC
Missouri
$275K +$275K +3,834 New
FAG
1408
Fortitude Advisory Group
Washington
$273K -$4.16K -58 -2%
MIC
1409
Meridian Investment Counsel
California
$273K – – –
SHFP
1410
Second Half Financial Partners
Florida
$273K +$4.3K +60 +2%
FBB
1411
Fulton Breakefield Broenniman
Maryland
$271K +$26.9K +375 +11%
KA
1412
Klingman & Associates
New York
$270K – – –
FCFC
1413
First Citizens Financial Corp
Iowa
$270K – – –
JWM
1414
Janiczek Wealth Management
Colorado
$270K +$215 +3 +0.1%
OBGC
1415
O'Brien Greene & Co
Pennsylvania
$269K -$48.1K -670 -15%
KCM
1416
KRS Capital Management
Michigan
$268K -$47.6K -663 -15%
ACM
1417
Ardent Capital Management
Ohio
$268K – – –
T
1418
TOBAM
France
$268K +$108K +1,498 +67%
GAM
1419
GEM Asset Management
Michigan
$267K – – –
WIC
1420
Willis Investment Counsel
Georgia
$267K -$2.87K -40 -1%
H
1421
HoyleCohen
California
$267K -$43K -600 -14%
VF
1422
Vest Financial
Virginia
$266K +$266K +3,710 New
KWMG
1423
King Wealth Management Group
Florida
$266K – – –
RZH
1424
Relyea Zuckerberg Hanson
Connecticut
$264K +$72 +1 +0%
WCM
1425
WealthBridge Capital Management
Ohio
$263K -$72 -1 -0%
55 56
57
58 59