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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 %
SCP
1601
Sivia Capital Partners
California
$213K +$213K +2,740 New
GMA
1602
Glassy Mountain Advisors
Maryland
$212K +$212K +2,729 New
RSWA
1603
Robinson Smith Wealth Advisors
Maine
$212K +$212K +2,727 New
PBC
1604
Pavion Blue Capital
California
$211K +$211K +2,715 New
BWM
1605
Birchcreek Wealth Management
Ohio
$211K +$211K +2,715 New
GWP
1606
Gen-Wealth Partners
Michigan
$210K -$108K -1,394 -34%
MWM
1607
MBE Wealth Management
Wisconsin
$210K +$210K +2,706 New
Fayez Sarofim & Co
1608
Fayez Sarofim & Co
Texas
$209K +$209K +2,700 New
VIP
1609
Vista Investment Partners
Oklahoma
$209K +$209K +2,700 New
BFWM
1610
Bright Futures Wealth Management
New York
$209K +$209K +2,360 New
NAMNJ
1611
NorthStar Asset Management (New Jersey)
New Jersey
$209K +$209K +2,693 New
HS
1612
Horan Securities
United States
$209K +$209K +2,693 New
ALC
1613
Alexander Labrunerie & Co
Missouri
$209K +$209K +2,690 New
PWC
1614
PYA Waltman Capital
Tennessee
$208K +$208K +2,676 New
THWM
1615
Taylor Hoffman Wealth Management
Virginia
$207K +$207K +2,693 New
ZAM
1616
Zevin Asset Management
Massachusetts
$206K +$206K +2,650 New
CCM
1617
Chickasaw Capital Management
Tennessee
$206K +$206K +2,652 New
PJSIMP
1618
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K +$206K +2,655 New
YIH
1619
Y-Intercept (HK)
Hong Kong
$206K +$206K +2,650 New
AGWCA
1620
Annis Gardner Whiting Capital Advisors
Florida
$205K +$7.21K +93 +4%
CFP
1621
Curran Financial Partners
South Carolina
$205K +$205K +2,639 New
RA
1622
Rodgers & Associates
Pennsylvania
$205K +$205K +2,639 New
IIC
1623
Ironwood Investment Counsel
Arizona
$204K +$204K +2,624 New
ACP
1624
Aveo Capital Partners
Colorado
$203K -$43K -554 -17%
FCA
1625
Fortis Capital Advisors
Kansas
$203K +$203K +2,617 New
63 64
65
66 67