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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 %
T
1401
TOBAM
France
$305K +$15.5K +200 +5%
BLAM
1402
Bourne Lent Asset Management
New York
$305K – – –
LCM
1403
Laurion Capital Management
New York
$305K +$305K +3,926 New
GIM
1404
Guardian Investment Management
California
$303K -$776K -10,000 -72%
CAS
1405
Coppell Advisory Solutions
Texas
$303K +$303K +3,908 New
PL
1406
Plancorp LLC
Missouri
$303K +$5.74K +74 +2%
LA
1407
Latitude Advisors
Florida
$303K +$27.5K +355 +10%
DWM
1408
Drive Wealth Management
Utah
$303K +$34.8K +448 +13%
AW
1409
Alaethes Wealth
Nevada
$303K – – –
BMO
1410
Beck Mack & Oliver
New York
$303K – – –
CGFA
1411
Colton Groome Financial Advisors
North Carolina
$303K – – –
SQA
1412
Simon Quick Advisors
New Jersey
$302K +$83.6K +1,078 +38%
BBA
1413
BLB&B Advisors
Pennsylvania
$302K – – –
HBT
1414
Heartland Bank & Trust
Illinois
$301K – – –
AFM
1415
Armstrong Fleming & Moore
District of Columbia
$301K – – –
QC
1416
Quent Capital
New York
$301K -$698 -9 -0.2%
RIS
1417
Retirement Income Solutions
Michigan
$300K – – –
EIP
1418
Ellis Investment Partners
Pennsylvania
$300K +$300K +3,871 New
FC
1419
Fusion Capital
South Carolina
$300K -$51.4K -663 -15%
FSA
1420
Financial Security Advisor
Virginia
$300K +$1.24K +16 +0.4%
NCM
1421
Narwhal Capital Management
Georgia
$299K +$299K +3,859 New
CWM
1422
Cabot Wealth Management
Massachusetts
$299K – – –
S
1423
Sunpointe
Missouri
$299K -$79K -1,018 -21%
MFS
1424
Mirabella Financial Services
United Kingdom
$299K +$299K +3,850 New
FCA
1425
FLC Capital Advisors
California
$298K – – –
55 56
57
58 59