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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
+$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 %
CWM
1751
Cedar Wealth Management
California
$42.3K – – –
CFFP
1752
Center for Financial Planning
Michigan
$41.9K – – –
MWA
1753
Moser Wealth Advisors
Washington
$41.7K – – –
VNA
1754
Valley National Advisers
Pennsylvania
$41K -$3.09K -40 -7%
CAL
1755
Capital Analysts LLC
Pennsylvania
$41K +$1.88K +24 +5%
JWA
1756
JFS Wealth Advisors
Pennsylvania
$40.3K -$543 -7 -1%
TLA
1757
Tanglewood Legacy Advisors
Texas
$39.4K – – –
JFA
1758
JNBA Financial Advisors
Minnesota
$39.3K – – –
TCM
1759
TruNorth Capital Management
Michigan
$39.1K +$39.1K +504 New
AWM
1760
Atticus Wealth Management
Florida
$38.8K -$15.6K -201 -29%
AWM
1761
AllSquare Wealth Management
New York
$38.8K – – –
HSA
1762
Hussman Strategic Advisors
Maryland
$38.8K – – –
TIM
1763
Tortoise Investment Management
New York
$38K – – –
SWM
1764
Sanctuary Wealth Management
Idaho
$37K – – –
VF
1765
VitalStone Financial
Texas
$36.8K – – –
C
1766
Covestor
United Kingdom
$35K -$121K -1,555 -78%
BIA
1767
Bell Investment Advisors
California
$34.9K -$465 -6 -1%
WOSD
1768
WFA of San Diego
California
$34.9K +$34.9K +450 New
NCM
1769
Northwest Capital Management
Oregon
$34.8K – – –
VAMG
1770
Voisard Asset Management Group
Michigan
$34.5K +$310 +4 +0.9%
RFG
1771
REAP Financial Group
Texas
$33.1K -$4.81K -62 -13%
MLA
1772
MB, Levis & Associates
Pennsylvania
$32.5K +$77 +1 +0.2%
PCM
1773
Perritt Capital Management
Illinois
$31.9K +$388 +5 +1%
OA
1774
Operose Advisors
Wisconsin
$31.7K -$7.76K -100 -20%
SWC
1775
Spectrum Wealth Counsel
Indiana
$31.3K – – –
69 70
71
72 73