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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 %
DPW
1701
DiNuzzo Private Wealth
Pennsylvania
$88.3K +$698 +9 +0.8%
LI
1702
LRI Investments
Florida
$87.1K – – –
CSC
1703
Caldwell Sutter Capital
California
$87K -$11K -142 -11%
SHIM
1704
Stone House Investment Management
Pennsylvania
$86.6K +$1.55K +20 +2%
CAL
1705
Capital Advisors Ltd
Ohio
$85K -$463 -6 -0.5%
TC
1706
Trust Company
Kansas
$84.8K – – –
BWAM
1707
Boyd Watterson Asset Management
Ohio
$83K – – –
TFA
1708
Transamerica Financial Advisors
Florida
$82K – – –
BAM
1709
Bellevue Asset Management
Washington
$81.3K +$233 +3 +0.3%
ACA
1710
American Capital Advisory
Idaho
$80.6K +$70.1K +1,000 +667%
BCMLT
1711
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.1K – – –
DI
1712
DAGCO Inc
Ohio
$77.6K – – –
WIA
1713
Wetzel Investment Advisors
Indiana
$77.5K – – –
TSMHT
1714
Thurston Springer Miller Herd & Titak
Indiana
$76.4K +$76.4K +985 New
FFO
1715
Fortitude Family Office
Arizona
$72.3K – – –
MFT
1716
Moisand Fitzgerald Tamayo
Florida
$71.9K – – –
TFIPS
1717
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.7K – – –
RWPA
1718
Richard W. Paul & Associates
Michigan
$68.4K -$3.1K -40 -4%
AA
1719
Addison Advisors
Vermont
$66.7K -$17.6K -227 -21%
OWA
1720
Opal Wealth Advisors
New York
$66.1K +$66.1K +852 New
IWP
1721
IAG Wealth Partners
Wisconsin
$63.4K – – –
PCWA
1722
Pacific Capital Wealth Advisors
California
$63.2K -$4.58K -59 -7%
VWWMG
1723
Vermillion & White Wealth Management Group
Pennsylvania
$61.2K – – –
SIS
1724
Strategic Investment Solutions
Illinois
$59.5K +$59.5K +842 New
HBW
1725
Hazlett, Burt & Watson
West Virginia
$59K – – –
67 68
69
70 71