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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 %
WCAMG
1426
Woodard & Company Asset Management Group
North Carolina
$263K – – –
SC
1427
Sawyer & Company
Massachusetts
$263K – – –
AIM
1428
Athena Investment Management
California
$263K – – –
SA
1429
Strategic Advisors
New York
$263K – – –
DA
1430
Drake & Associates
Wisconsin
$262K -$6.74K -94 -3%
RMDI
1431
R.M. Davis Inc
Maine
$262K -$91.3K -1,273 -26%
FAM
1432
Flaharty Asset Management
Florida
$262K – – –
OFA
1433
Oak Family Advisors
Illinois
$261K – – –
CTB
1434
Country Trust Bank
Illinois
$261K +$6.67K +93 +3%
ATWA
1435
Arbor Trust Wealth Advisors
Michigan
$260K – – –
AT
1436
Arlington Trust
Alabama
$260K -$3.44K -48 -1%
PIM
1437
Plato Investment Management
Australia
$260K – – –
GA
1438
Geller Advisors
New York
$260K +$4.59K +64 +2%
MWC
1439
MBM Wealth Consultants
Missouri
$259K -$4.02K -56 -2%
MFG
1440
MidWestOne Financial Group
Iowa
$259K -$4.88K -68 -2%
GIA
1441
Gateway Investment Advisers
Ohio
$258K -$18.1K -252 -7%
IWM
1442
Integris Wealth Management
California
$258K – – –
MAWA
1443
Moss Adams Wealth Advisors
Washington
$258K +$258K +3,590 New
CWM
1444
Congress Wealth Management
Massachusetts
$257K -$181K -2,519 -41%
OLVIG
1445
Oliver Lagore Vanvalin Investment Group
Michigan
$256K -$77.3K -1,078 -23%
BONH
1446
Bank of New Hampshire
New Hampshire
$256K – – –
GWM
1447
Glass Wealth Management
Texas
$256K +$256K +3,565 New
WS
1448
Wela Strategies
Georgia
$255K -$104K -1,447 -29%
NC
1449
NBW Capital
Massachusetts
$255K -$5.17K -72 -2%
LA
1450
Latitude Advisors
Florida
$255K +$46.5K +648 +22%
56 57
58
59 60