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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 %
NRC
1526
New Republic Capital
North Carolina
$248K +$1.09K +14 +0.4%
BWM
1527
Biltmore Wealth Management
Arizona
$247K +$388 +5 +0.2%
CMA
1528
Cedar Mountain Advisors
Oregon
$247K +$2.25K +29 +0.9%
SFS
1529
Searcy Financial Services
Kansas
$247K – – –
RPC
1530
Rossmore Private Capital
Connecticut
$245K – – –
KAM
1531
KEB Asset Management
Illinois
$245K +$245K +3,162 New
FFB
1532
First Financial Bankshares
Texas
$245K -$83.7K -1,079 -25%
IPA
1533
Investment Planning Advisors
Georgia
$245K +$245K +3,156 New
OFG
1534
OmniStar Financial Group
North Carolina
$244K – – –
OWA
1535
Octavia Wealth Advisors
Ohio
$244K +$6.98K +90 +3%
PCG
1536
PFC Capital Group
California
$244K – – –
AOWM
1537
Alpha Omega Wealth Management
Virginia
$243K -$15.5K -200 -6%
SLG
1538
Stanley-Laman Group
Pennsylvania
$243K – – –
IAMOG
1539
Investors Asset Management of Georgia
Georgia
$242K – – –
PGAM
1540
Princeton Global Asset Management
New Jersey
$242K +$25.2K +325 +12%
AI
1541
Accredited Investors
Minnesota
$242K -$18.4K -237 -7%
PCP
1542
Proficio Capital Partners
Massachusetts
$242K -$62.4K -804 -20%
CH
1543
Cromwell Holdings
Wyoming
$242K +$242K +3,119 New
NHT
1544
New Hampshire Trust
New Hampshire
$241K -$1.71K -22 -0.7%
BFA
1545
Brendel Financial Advisors
New Hampshire
$240K +$240K +3,100 New
WA
1546
Waterford Advisors
New York
$240K – – –
LCM
1547
Lazari Capital Management
California
$239K +$6.05K +78 +3%
NB
1548
Northwest Bancshares
Pennsylvania
$239K -$82.1K -1,059 -26%
GSB
1549
Greenfield Savings Bank
Massachusetts
$238K +$5.9K +76 +3%
MWM
1550
Maripau Wealth Management
Indiana
$238K +$11.1K +143 +5%
60 61
62
63 64