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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 %
KWM
1476
Keebeck Wealth Management
Illinois
$266K +$18.8K +243 +8%
AC
1477
Allstate Corporation
Illinois
$266K – – –
QPWM
1478
Quadrant Private Wealth Management
Pennsylvania
$266K +$23.2K +299 +10%
AGC
1479
Aspen Grove Capital
Colorado
$265K +$155 +2 +0.1%
OSNBOA
1480
Old Second National Bank of Aurora
Illinois
$264K – – –
FAM
1481
Family Asset Management
South Carolina
$264K – – –
EWS
1482
Eagle Wealth Strategies
New Jersey
$263K – – –
MWM
1483
Merriman Wealth Management
Washington
$263K – – –
AG
1484
Ascent Group
Virginia
$263K +$34.8K +449 +15%
CAM
1485
CenterStar Asset Management
Illinois
$262K +$262K +3,387 New
WAM
1486
Worth Asset Management
Texas
$262K – – –
BAM
1487
Boyar Asset Management
New York
$261K – – –
SAM
1488
Satovsky Asset Management
New York
$261K +$2.33K +30 +0.9%
PIM
1489
Plato Investment Management
Australia
$260K -$20.5K -264 -7%
ZIG
1490
Zullo Investment Group
Pennsylvania
$260K -$13.1K -169 -5%
DDC
1491
DF Dent & Co
Maryland
$260K – – –
UWM
1492
USAdvisors Wealth Management
Minnesota
$260K +$4.65K +60 +2%
VT
1493
Vise Technologies
New York
$260K -$3.65K -47 -1%
WP
1494
WMS Partners
Maryland
$259K +$14.4K +186 +6%
MW
1495
Marcum Wealth
Ohio
$258K -$7.68K -99 -3%
BWP
1496
Barlow Wealth Partners
Kentucky
$258K – – –
PPWP
1497
Premier Path Wealth Partners
New Jersey
$257K +$25.1K +323 +11%
GI
1498
Gradient Investments
Minnesota
$257K +$11.1K +143 +5%
PWP
1499
Phillips Wealth Planners
Mississippi
$256K -$27.1K -345 -10%
CCG
1500
Catalina Capital Group
California
$256K +$256K +3,303 New
58 59
60
61 62