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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 %
GA
1451
Geller Advisors
New York
$281K – – –
IWM
1452
Integris Wealth Management
California
$279K – – –
MIS
1453
Morningstar Investment Services
Illinois
$279K +$279K +3,574 New
RFM
1454
Royal Fund Management
Florida
$278K -$147K -1,889 -34%
KA
1455
Klingman & Associates
New York
$278K -$13.5K -174 -5%
GIA
1456
Gateway Investment Advisers
Ohio
$277K -$1.78K -23 -0.6%
BONH
1457
Bank of New Hampshire
New Hampshire
$277K – – –
WJWM
1458
Williams Jones Wealth Management
New York
$277K -$93.1K -1,200 -25%
GWM
1459
Glass Wealth Management
Texas
$277K – – –
WS
1460
Wela Strategies
Georgia
$276K +$155 +2 +0.1%
SPWG
1461
Syntegra Private Wealth Group
Missouri
$275K – – –
AA
1462
Auxano Advisors
Washington
$275K +$40.7K +525 +17%
FCFC
1463
First Citizens Financial Corp
Iowa
$274K -$17.8K -230 -6%
RRWA
1464
Rainey & Randall Wealth Advisors
Florida
$272K – – –
PWM
1465
Palumbo Wealth Management
New York
$272K -$3.26K -42 -1%
SLT
1466
St Louis Trust
Missouri
$271K – – –
LFG
1467
Larson Financial Group
Missouri
$271K +$167K +2,154 +160%
BCV
1468
Banque Cantonale Vaudoise
Switzerland
$271K +$271K +3,484 New
PTP
1469
Platform Technology Partners
New York
$270K +$270K +3,485 New
SCA
1470
Stonebridge Capital Advisors
Minnesota
$269K – – –
AF
1471
Aldebaran Financial
$268K -$32.3K -417 -11%
WI
1472
Wedgewood Investors
Pennsylvania
$268K +$268K +3,450 New
BHWM
1473
Beaird Harris Wealth Management
Texas
$268K +$19.5K +251 +8%
WHG
1474
Westwood Holdings Group
Texas
$267K -$465 -6 -0.2%
CWM
1475
Congress Wealth Management
Massachusetts
$267K -$10.5K -135 -4%
57 58
59
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