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Southern Company
SO

Overview Fund Activity

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$764M
2
Capital International Investors
Capital International Investors
California
+$542M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$204M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$119M
5
Ameriprise
Ameriprise
Minnesota
+$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$721M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
State Street
State Street
Massachusetts
-$420M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
5
Marshall Wace
Marshall Wace
United Kingdom
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1551
Ascent Group
Virginia
$211K -$11.8K -165 -5%
HIC
1552
Harvey Investment Company
Kentucky
$210K – – –
UF
1553
Univest Financial
Pennsylvania
$210K – – –
MWM
1554
Maripau Wealth Management
Indiana
$210K +$2.73K +38 +1%
FTIS
1555
First Trust Investment Solutions
Florida
$209K +$209K +2,915 New
RB
1556
Renasant Bank
Mississippi
$208K -$22.7K -316 -10%
SAM
1557
Sompo Asset Management
Japan
$208K +$208K +2,900 New
CFM
1558
Catalyst Funds Management
Australia
$208K +$208K +2,900 New
SPWG
1559
Sage Private Wealth Group
Illinois
$208K +$208K +2,895 New
CAM
1560
Councilmark Asset Management
Tennessee
$207K +$207K +2,883 New
SRC
1561
Shufro Rose & Co
New York
$207K +$207K +2,879 New
YIA
1562
YHB Investment Advisors
Connecticut
$206K -$5.38K -75 -3%
W
1563
Wealthquest
Ohio
$206K -$12.1K -169 -6%
BP
1564
Ballentine Partners
Massachusetts
$205K -$94.1K -1,312 -32%
QWP
1565
Quotient Wealth Partners
Texas
$204K +$204K +2,845 New
BOS
1566
Bank of Stockton
California
$204K +$204K +2,845 New
KIC
1567
Keating Investment Counselors
Florida
$204K +$204K +2,843 New
MCWA
1568
Meadow Creek Wealth Advisors
Georgia
$203K +$203K +2,836 New
FPGT
1569
Financial Partners Group (Tennessee)
Tennessee
$203K +$203K +2,827 New
SQA
1570
Simon Quick Advisors
New Jersey
$202K +$202K +2,813 New
FWM
1571
FSA Wealth Management
Massachusetts
$202K – – –
WPA
1572
West Paces Advisors
Georgia
$202K +$69.9K +974 +53%
FWM
1573
Finer Wealth Management
Massachusetts
$201K +$201K +2,808 New
M
1574
MOTCO
Texas
$201K -$359 -5 -0.2%
AT
1575
Arden Trust
Delaware
$201K -$6.39K -89 -3%
61 62
63
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