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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
27.19%
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
1
GQG Partners
Florida
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.1B
3
Capital International Investors
3
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
126
Norris Perne & French
Michigan
$30.4M -$67.3K -867 -0.2%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$30.3M +$894K +11,530 +3%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$30M -$4.89M -62,996 -14%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$29.9M +$4.9M +63,647 +20%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$29.2M +$483K +6,223 +2%
LOIM
131
Liberty One Investment Management
Illinois
$28.6M -$158K -2,043 -0.6%
Mariner
132
Mariner
Kansas
$28.4M +$1.09M +13,997 +4%
II
133
IFM Investors
Australia
$28.3M +$9.15K +118 +0%
Creative Planning
134
Creative Planning
Kansas
$27.7M +$2.17M +27,949 +9%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$27.6M +$2.53M +32,579 +10%
SA
136
Sanctuary Advisors
Indiana
$27.4M +$27.4M +374,795 New
EWA
137
EP Wealth Advisors
California
$27.3M -$636K -8,199 -2%
SO
138
STRS Ohio
Ohio
$26.9M -$552K -7,111 -2%
GHA
139
GW Henssler & Associates
Georgia
$26.8M -$801K -10,326 -3%
Verition Fund Management
140
Verition Fund Management
Connecticut
$26.1M +$24.8M +319,429 +1,867%
Nomura Asset Management
141
Nomura Asset Management
Japan
$25.9M -$922K -11,881 -3%
Boston Partners
142
Boston Partners
Massachusetts
$25.2M -$43.1M -555,249 -63%
MML Investors Services
143
MML Investors Services
Massachusetts
$24.9M -$1.4M -18,112 -5%
Hudson Bay Capital Management
144
Hudson Bay Capital Management
Connecticut
$24.8M -$2.03M -26,207 -8%
KAS
145
Kestra Advisory Services
Texas
$24.7M +$4.28M +58,382 +21%
ASRS
146
Arizona State Retirement System
Arizona
$24.5M +$258K +3,320 +1%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$24.3M -$1.79M -23,129 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24M -$14.3M -184,000 -37%
FHA
149
First Horizon Advisors
Tennessee
$24M -$272K -3,508 -1%
IGAM
150
iA Global Asset Management
Quebec, Canada
$23.8M +$23.8M +306,800 New
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6
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