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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 %
UF
1576
Univest Financial
Pennsylvania
$227K – – –
JIC
1577
Joel Isaacson & Co
New York
$227K +$227K +2,922 New
FPGT
1578
Financial Partners Group (Tennessee)
Tennessee
$226K +$6.75K +87 +3%
TC
1579
Truvestments Capital
Florida
$224K -$10.3K -133 -4%
CAM
1580
Councilmark Asset Management
Tennessee
$224K – – –
SRC
1581
Shufro Rose & Co
New York
$223K – – –
TPA
1582
Trivium Point Advisory
Connecticut
$223K +$223K +2,874 New
W
1583
Wealthquest
Ohio
$222K – – –
OL
1584
OneFund LLC
Florida
$221K +$221K +2,851 New
FTIS
1585
First Trust Investment Solutions
Florida
$221K -$5.59K -72 -2%
SFS
1586
Strategic Financial Services
New York
$220K +$220K +2,839 New
NSAM
1587
North Star Asset Management
Wisconsin
$219K -$23.3K -300 -10%
M
1588
MOTCO
Texas
$219K +$1.55K +20 +0.7%
IAS
1589
Investment Advisory Services
Texas
$219K +$219K +2,822 New
OC
1590
Opinicus Capital
Florida
$218K +$218K +2,812 New
HAS
1591
HBW Advisory Services
California
$218K +$218K +2,809 New
FWM
1592
Finer Wealth Management
Massachusetts
$218K – – –
VSQM
1593
V-Square Quantitative Management
Illinois
$218K -$158K -2,032 -42%
AIA
1594
Alera Investment Advisors
Illinois
$217K +$217K +2,803 New
PBK
1595
Peoples Bank (Kansas)
Kansas
$217K – – –
UAG
1596
United Advisor Group
Ohio
$217K +$217K +2,795 New
CFP
1597
Catalyst Financial Partners
Massachusetts
$216K +$216K +2,779 New
PHIC
1598
Pine Haven Investment Counsel
Massachusetts
$215K +$215K +2,773 New
AIC
1599
Argus Investors Counsel
New York
$213K +$213K +2,747 New
WIM
1600
Warwick Investment Management
Texas
$213K +$213K +2,747 New
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