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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
27.19%
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
$3.1B
3
Capital International Investors
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$23.8M -$1M -12,926 -4%
SOMRS
152
State of Michigan Retirement System
Michigan
$23.2M +$46.5K +600 +0.2%
VanEck Associates
153
VanEck Associates
New York
$23M +$1.76M +22,681 +8%
DP
154
DDD Partners
Washington
$22.9M +$131K +1,691 +0.6%
MIM
155
MetLife Investment Management
New Jersey
$22.6M +$2.82M +36,332 +14%
EAM
156
Eventide Asset Management
Massachusetts
$22.6M +$9.51M +122,550 +73%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$22.3M -$327K -4,211 -1%
IMRF
158
Illinois Municipal Retirement Fund
Illinois
$22M +$4.69M +60,524 +27%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$21.9M +$168K +2,166 +0.8%
BCI
160
Brinker Capital Investments
Pennsylvania
$21.6M -$3.41K -44 -0%
OPS
161
Orion Portfolio Solutions
Nebraska
$21.6M -$3.41K -44 -0%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$21.4M -$121M -1,558,901 -85%
CWM
163
Cahaba Wealth Management
Georgia
$21.3M -$2.02M -26,061 -9%
HAI
164
Hennessy Advisors Inc
California
$21.1M -$2.31M -29,800 -10%
CF
165
Corebridge Financial
Texas
$21M +$21M +270,974 New
American Century Companies
166
American Century Companies
Missouri
$21M +$480K +6,191 +2%
Comerica Bank
167
Comerica Bank
Texas
$20.6M -$31.1K -401 -0.2%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$20.5M -$1.02M -13,092 -5%
Corient Private Wealth
169
Corient Private Wealth
Florida
$20.2M +$39.8K +513 +0.2%
SPS
170
Susquehanna Portfolio Strategies
Pennsylvania
$20.1M – – –
CGH
171
Crossmark Global Holdings
Texas
$20M +$2.8M +36,142 +16%
ST
172
Sabal Trust
Florida
$19.9M +$1.06M +13,636 +6%
SC
173
Savant Capital
Illinois
$19.1M +$14.2M +183,425 +290%
FCI
174
Financial Counselors Inc
Kansas
$18.9M -$11.6K -150 -0.1%
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$18.7M +$37.4K +482 +0.2%
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