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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 %
ACA
1501
Anchor Capital Advisors
Massachusetts
$256K – – –
MFC
1502
Morris Financial Concepts
South Carolina
$256K +$5.97K +77 +2%
SWP
1503
Summit Wealth Partners
Florida
$255K – – –
MWM
1504
Modern Wealth Management
Kansas
$255K +$22K +283 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
1505
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$255K -$8.92K -115 -3%
NFG
1506
Nadler Financial Group
Illinois
$254K -$2.64K -34 -1%
GHAM
1507
Gilman Hill Asset Management
Connecticut
$253K +$10.9K +141 +5%
SOAMC
1508
Spirit of America Management Corp
New York
$252K – – –
IA
1509
Insight Advisors
Pennsylvania
$252K +$698 +9 +0.3%
SN
1510
Sittner & Nelson
Oregon
$252K -$77.6K -1,000 -24%
WAM
1511
WealthTrust Asset Management
Florida
$251K +$388 +5 +0.2%
QWP
1512
Quotient Wealth Partners
Texas
$251K +$30.7K +396 +14%
LWCFA
1513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –
MCWA
1514
Meadow Creek Wealth Advisors
Georgia
$251K +$31K +400 +14%
CWM
1515
Chesapeake Wealth Management
Virginia
$251K – – –
CFG
1516
Cooper Financial Group
California
$250K -$82.5K -1,064 -25%
AIM
1517
Athena Investment Management
California
$250K -$34.1K -440 -12%
SC
1518
Sawyer & Company
Massachusetts
$250K -$34.5K -445 -12%
SCM
1519
Saxony Capital Management
Missouri
$250K -$2.02K -26 -0.8%
CWM
1520
Compass Wealth Management
Connecticut
$250K +$50.4K +650 +25%
TCWM
1521
Total Clarity Wealth Management
Illinois
$250K +$250K +3,219 New
SAM
1522
Sompo Asset Management
Japan
$248K +$23.3K +300 +10%
CCM
1523
Crew Capital Management
Ohio
$248K – – –
PCA
1524
Private Capital Advisors
Connecticut
$248K – – –
NC
1525
NBW Capital
Massachusetts
$248K -$27.8K -359 -10%
59 60
61
62 63