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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 %
OW
1676
Olistico Wealth
Oklahoma
$124K +$124K +1,600 New
HGERS
1677
Householder Group Estate & Retirement Specialist
Arizona
$123K – – –
SAM
1678
S.A. Mason
Michigan
$123K – – –
HGA
1679
Hobbs Group Advisors
South Carolina
$120K +$120K +1,553 New
SGC
1680
Slocum, Gordon & Co
Rhode Island
$119K – – –
APW
1681
Acima Private Wealth
Virginia
$116K – – –
BWL
1682
Bogart Wealth LLC
Virginia
$114K +$155 +2 +0.1%
FMP
1683
Financial Management Professionals
Texas
$113K -$232K -2,987 -67%
MSFP
1684
Mark Sheptoff Financial Planning
Connecticut
$112K – – –
CT
1685
Colonial Trust
South Carolina
$112K -$3.26K -42 -3%
ME
1686
McIlrath & Eck
Washington
$112K – – –
WT
1687
Whittier Trust
California
$111K – – –
TSWM
1688
Tyler-Stone Wealth Management
Ohio
$109K – – –
AIM
1689
Acropolis Investment Management
Missouri
$108K – – –
RWM
1690
Ruedi Wealth Management
Illinois
$106K +$2.64K +34 +3%
NFSG
1691
Newbridge Financial Services Group
Florida
$106K -$104K -1,341 -50%
MRCM
1692
M&R Capital Management
New Jersey
$105K – – –
TFF
1693
The Family Firm
Maryland
$101K +$101K +1,304 New
MSG
1694
Main Street Group
Virginia
$98.2K – – –
OAM
1695
Ostrum Asset Management
France
$97.1K -$7.6K -98 -7%
UFF
1696
USA Financial Formulas
Michigan
$94.9K -$30.1K -388 -24%
BGAI
1697
Bruce G. Allen Investments
Colorado
$94.6K +$34.1K +440 +56%
QPBE
1698
Quintet Private Bank (Europe)
Luxembourg
$93.2K -$61K -688 -40%
KOCAA
1699
Knights of Columbus Asset Advisors
Connecticut
$93.1K – – –
PG
1700
Proffitt & Goodson
Tennessee
$91.7K -$19.2K -247 -17%
66 67
68
69 70