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Southern Company
SO

1,881 hedge funds and large institutions have $56.8B invested in Southern Company in 2024 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 739 increasing their positions, 651 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 91

68% more call options, than puts

Call options by funds: $414M | Put options by funds: $246M

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

14% more repeat investments, than reductions

Existing positions increased: 739 | Existing positions reduced: 651

11% more capital invested

Capital invested by funds: $51B → $56.8B (+$5.76B)

3% more funds holding

Funds holding: 1,824 → 1,881 (+57)

1.76% more ownership

Funds ownership: 65.22% → 66.98% (+1.8%)

Holders
1,881
Holders Change
+57
Holders Change %
+3.13%
% of All Funds
27.16%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
175
Increased
739
Reduced
651
Closed
91
Calls
$414M
Puts
$246M
Net Calls
+$168M
Net Calls Change
-$78.7M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.04B
2
JP Morgan Chase
JP Morgan Chase
New York
+$739M
3
Capital International Investors
Capital International Investors
California
+$366M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$282M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$158M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$345M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$198M
3
First Trust Advisors
First Trust Advisors
Illinois
-$123M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$118M
5
N
Nuveen
North Carolina
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1676
Riverview Trust Company
Washington
$145K – – –
MCM
1677
Manchester Capital Management
Vermont
$143K +$14K +185 +11%
AWM
1678
Avior Wealth Management
Nebraska
$141K -$72.1K -951 -34%
ANBT
1679
American National Bank & Trust
Texas
$140K +$58.7K +774 +75%
SCM
1680
Silvant Capital Management
Georgia
$134K – – –
TFA
1681
Toth Financial Advisory
Virginia
$133K +$303 +4 +0.2%
CB
1682
Community Bank
New York
$132K -$3.79K -50 -3%
MCM
1683
MV Capital Management
Maryland
$128K +$1.59K +21 +1%
DMBA
1684
Deseret Mutual Benefit Administrators
Utah
$128K +$6.59K +87 +6%
FFA
1685
First Foundation Advisors
California
$127K +$54.2K +715 +78%
OW
1686
Olistico Wealth
Oklahoma
$124K +$121K +1,600 New
HGERS
1687
Householder Group Estate & Retirement Specialist
Arizona
$123K – – –
SAM
1688
S.A. Mason
Michigan
$123K – – –
HGA
1689
Hobbs Group Advisors
South Carolina
$120K +$118K +1,553 New
SGC
1690
Slocum, Gordon & Co
Rhode Island
$119K – – –
APW
1691
Acima Private Wealth
Virginia
$116K – – –
BWL
1692
Bogart Wealth LLC
Virginia
$114K +$152 +2 +0.1%
FMP
1693
Financial Management Professionals
Texas
$113K -$226K -2,987 -67%
MSFP
1694
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
CT
1695
Colonial Trust
South Carolina
$112K -$3.18K -42 -3%
ME
1696
McIlrath & Eck
Washington
$112K – – –
WT
1697
Whittier Trust
California
$111K – – –
TSWM
1698
Tyler-Stone Wealth Management
Ohio
$109K – – –
AIM
1699
Acropolis Investment Management
Missouri
$108K – – –
RWM
1700
Ruedi Wealth Management
Illinois
$106K +$2.58K +34 +3%
66 67
68
69 70

SO Hedge Fund Activity: Q2 2024 in Review

1,881 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2024, worth a combined $56.8B — up 11% from $51B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new SO positions and 91 closed out — a net gain of 84 holders — while 739 added to existing stakes and 651 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $345M.

  • 1,881 institutional investors held Southern Company (SO) as of Q2 2024, up from 1,824 in Q1 2024.
  • Funds reported $56.8B of Southern Company stock for Q2 2024, up 11% quarter-over-quarter.
  • 175 funds opened new Southern Company positions in Q2 2024 and 91 closed out, a net change of +84 holders.
  • The largest Southern Company buyer in Q2 2024 was GQG Partners, an estimated $1.04B added.
  • The largest Southern Company seller in Q2 2024 was T. Rowe Price Associates, an estimated $345M sold.

Based on aggregated 13F filings for Q2 2024.