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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 %
LB
1651
Legacy Bridge
Iowa
$167K – – –
DIP
1652
DT Investment Partners
Pennsylvania
$161K – – –
ITIM
1653
Indiana Trust & Investment Management
Indiana
$160K – – –
Acadian Asset Management
1654
Acadian Asset Management
Massachusetts
$159K -$88.1K -1,141 -36%
CIR
1655
Clear Investment Research
Georgia
$156K -$388 -5 -0.2%
CA
1656
Continuum Advisory
Idaho
$156K +$388 +5 +0.2%
CFO
1657
CVA Family Office
Colorado
$156K +$4.89K +63 +3%
TFM
1658
TFC Financial Management
Massachusetts
$155K +$776 +10 +0.5%
JGIA
1659
Jackson Grant Investment Advisers
Connecticut
$154K +$1.32K +17 +0.9%
HIA
1660
Harbor Investment Advisory
Maryland
$151K -$27.5K -354 -15%
PPWM
1661
PFG Private Wealth Management
Florida
$150K +$78 +1 +0.1%
ST
1662
Smithfield Trust
Pennsylvania
$149K -$8.79K -113 -6%
RWMG
1663
Redwood Wealth Management Group
New Jersey
$149K +$149K +1,917 New
CFM
1664
Catalyst Funds Management
Australia
$147K -$77.6K -1,000 -34%
MA
1665
MCF Advisors
Kentucky
$147K – – –
RTC
1666
Riverview Trust Company
Washington
$145K – – –
MCM
1667
Manchester Capital Management
Vermont
$143K +$14.4K +185 +11%
AWM
1668
Avior Wealth Management
Nebraska
$141K -$73.8K -951 -34%
ANBT
1669
American National Bank & Trust
Texas
$140K +$60K +774 +75%
SCM
1670
Silvant Capital Management
Georgia
$134K – – –
TFA
1671
Toth Financial Advisory
Virginia
$133K +$310 +4 +0.2%
CB
1672
Community Bank
New York
$132K -$3.88K -50 -3%
MCM
1673
MV Capital Management
Maryland
$128K +$1.63K +21 +1%
DMBA
1674
Deseret Mutual Benefit Administrators
Utah
$128K +$6.75K +87 +6%
FFA
1675
First Foundation Advisors
California
$127K +$55.5K +715 +78%
65 66
67
68 69