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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 %
NRW
1626
Nova R Wealth
Kansas
$202K +$202K +2,610 New
LTI
1627
Laffer Tengler Investments
Tennessee
$202K – – –
PWP
1628
Private Wealth Partners
California
$202K +$202K +2,600 New
NIM
1629
Northeast Investment Management
Massachusetts
$201K +$201K +2,597 New
PFT
1630
Providence First Trust
Arizona
$201K +$201K +2,594 New
SIA
1631
Soltis Investment Advisors
Utah
$201K +$201K +2,592 New
AA
1632
AlphaMark Advisors
Kentucky
$201K – – –
HCM
1633
Howland Capital Management
Massachusetts
$200K +$200K +2,579 New
FFA
1634
Founders Financial Alliance
North Carolina
$197K +$197K +2,545 New
SC
1635
Stephens Consulting
Michigan
$192K +$7.91K +102 +4%
TF
1636
Tompkins Financial
New York
$190K -$2.25K -29 -1%
WIM
1637
Westside Investment Management
California
$190K – – –
PFBT
1638
Parkside Financial Bank & Trust
Missouri
$188K -$11.5K -148 -6%
WTC
1639
WhitTier Trust Company
Nevada
$188K +$96.3K +1,242 +106%
WPA
1640
West Paces Advisors
Georgia
$187K -$31K -400 -14%
NBT
1641
Northwest Bank & Trust
Iowa
$187K – – –
EIM
1642
Essex Investment Management
Massachusetts
$186K – – –
WWP
1643
WR Wealth Planners
Missouri
$185K -$4.89K -63 -3%
WBWA
1644
William B. Walkup & Associates
South Carolina
$183K +$183K +2,358 New
IGWM
1645
ICA Group Wealth Management
Colorado
$182K -$769K -9,918 -81%
CCC
1646
Chelsea Counsel Company
California
$175K – – –
CPG
1647
Cornerstone Planning Group
New Jersey
$172K +$115K +1,328 +201%
CP
1648
Camelot Portfolios
Ohio
$171K +$171K +2,200 New
SL
1649
Salomon & Ludwin
Virginia
$169K -$103K -1,334 -38%
FDCP
1650
Foster Dykema Cabot & Partners
Massachusetts
$167K – – –
64 65
66
67 68