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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 %
RFS
1726
Richardson Financial Services
Massachusetts
$58.3K +$15.3K +197 +36%
CB
1727
CNB Bank
Pennsylvania
$57.7K -$2.64K -34 -4%
DF
1728
Dunhill Financial
United Kingdom
$56.2K +$34.5K +445 +159%
HWM
1729
HighMark Wealth Management
Minnesota
$55.6K +$78 +1 +0.1%
BC
1730
Barrett & Company
Rhode Island
$55.5K -$3.88K -50 -7%
CH
1731
Canton Hathaway
Rhode Island
$55K – – –
SWA
1732
SOA Wealth Advisors
New York
$52.4K -$8.23K -106 -14%
FF
1733
Friedenthal Financial
New Jersey
$52.4K +$52.4K +675 New
WPWM
1734
Western Pacific Wealth Management
Illinois
$52K +$78 +1 +0.1%
GTAM
1735
Global Trust Asset Management
Florida
$51.4K – – –
CTC
1736
Cetera Trust Company
Minnesota
$50.4K – – –
WTA
1737
Washington Trust Advisors
Massachusetts
$50.4K – – –
PSB
1738
Piscataqua Savings Bank
New Hampshire
$49.6K – – –
EWM
1739
Evermay Wealth Management
Virginia
$48.7K -$3.88K -50 -7%
YAL
1740
Your Advocates Ltd
Texas
$46.6K -$3.88K -50 -8%
WB
1741
Webster Bank
Connecticut
$46.2K – – –
CWA
1742
Carolina Wealth Advisors
South Carolina
$46.1K – – –
RA
1743
Rational Advisors
New York
$45.9K -$2.56K -33 -5%
SCA
1744
Stuart Chaussee & Associates
California
$45.6K – – –
VCM
1745
Versant Capital Management
Arizona
$45.4K +$10.9K +141 +32%
CSWM
1746
Cassady Schiller Wealth Management
Ohio
$43.1K – – –
MTIC
1747
Missouri Trust & Investment Company
Missouri
$43.1K -$16.7K -215 -28%
CPBTD
1748
Central Pacific Bank - Trust Division
Hawaii
$42.9K – – –
TCM
1749
TD Capital Management
Tennessee
$42.4K – – –
APC
1750
Aspire Private Capital
North Carolina
$42.3K -$3.18K -41 -7%
68 69
70
71 72