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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 %
GAM
1426
GEM Asset Management
Michigan
$297K – – –
3IP
1427
3Chopt Investment Partners
Virginia
$297K +$297K +3,828 New
DA
1428
Drake & Associates
Wisconsin
$297K +$13.1K +169 +5%
OBGC
1429
O'Brien Greene & Co
Pennsylvania
$296K +$5.51K +71 +2%
EFSCE
1430
Enterprise Financial Services Corp (EFSC)
Missouri
$296K -$45.3K -584 -13%
MIC
1431
Meridian Investment Counsel
California
$295K – – –
ATWA
1432
Arbor Trust Wealth Advisors
Michigan
$294K +$4.58K +59 +2%
BLC
1433
Brown, Lisle/Cummings
Rhode Island
$293K +$96.5K +1,244 +49%
FBB
1434
Fulton Breakefield Broenniman
Maryland
$293K – – –
OHWA
1435
Oak Hill Wealth Advisors
Virginia
$293K +$293K +3,775 New
JWM
1436
Janiczek Wealth Management
Colorado
$290K -$931 -12 -0.3%
ACM
1437
Ardent Capital Management
Ohio
$290K – – –
WFA
1438
WMG Financial Advisors
Tennessee
$290K -$8.77K -113 -3%
WIC
1439
Willis Investment Counsel
Georgia
$288K – – –
KWMG
1440
King Wealth Management Group
Florida
$288K – – –
FAG
1441
Fortitude Advisory Group
Washington
$288K -$7.6K -98 -3%
KCM
1442
KRS Capital Management
Michigan
$287K -$3.34K -43 -1%
KFG
1443
Kingdom Financial Group
Arizona
$286K -$20.6K -266 -7%
MFG
1444
MidWestOne Financial Group
Iowa
$285K +$5.04K +65 +2%
WCAMG
1445
Woodard & Company Asset Management Group
North Carolina
$285K – – –
SA
1446
Strategic Advisors
New York
$284K – – –
WCM
1447
WealthBridge Capital Management
Ohio
$284K -$1.32K -17 -0.5%
MWC
1448
MBM Wealth Consultants
Missouri
$282K +$78 +1 +0%
VF
1449
Vest Financial
Virginia
$282K -$5.9K -76 -2%
TFA
1450
Trinity Financial Advisors
Ohio
$281K -$56K -722 -17%
56 57
58
59 60