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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 %
S
1776
Sachetta
Massachusetts
$31.1K +$7.51K +90 +32%
B
1777
Birchbrook
Maine
$31K – – –
FCT
1778
First Community Trust
Iowa
$31K – – –
AAP
1779
Arax Advisory Partners
Colorado
$29.2K +$21.4K +276 +276%
WBC
1780
West Branch Capital
Massachusetts
$28.9K – – –
GKIM
1781
GW&K Investment Management
Massachusetts
$28K +$2.83K +37 +11%
RDFA
1782
Ritter Daniher Financial Advisory
Ohio
$27.2K – – –
CA
1783
Centerpoint Advisors
Massachusetts
$27K – – –
FWA
1784
FSC Wealth Advisors
New York
$26.9K – – –
RDIA
1785
RE Dickinson Investment Advisors
Iowa
$25.6K +$25.6K +330 New
MBFW
1786
Morton Brown Family Wealth
Pennsylvania
$25.5K – – –
SIC
1787
SJS Investment Consulting
Ohio
$25.1K – – –
NL
1788
NVWM LLC
Pennsylvania
$24.6K +$388 +5 +2%
TCPG
1789
Trivant Custom Portfolio Group
California
$23.3K – – –
ATC
1790
Advantage Trust Company
Kansas
$23.3K – – –
CCMI
1791
Creative Capital Management Investments
California
$23.3K +$23.3K +300 New
POIA
1792
Pin Oak Investment Advisors
Texas
$23K – – –
TCG
1793
Transcendent Capital Group
Oklahoma
$22.9K +$1.24K +16 +6%
KFS
1794
Kelly Financial Services
Massachusetts
$22.9K +$233 +3 +1%
CIAS
1795
CBIZ Investment Advisory Services
Ohio
$22.1K +$78 +1 +0.4%
FFA
1796
Fairfield Financial Advisors
Massachusetts
$21.7K +$21.7K +280 New
MWA
1797
MFA Wealth Advisors
Pennsylvania
$20.5K +$20.5K +264 New
CCM
1798
Chilton Capital Management
Texas
$20.2K -$5.97K -77 -23%
FP
1799
Financial Perspectives
Minnesota
$19.9K – – –
KFI
1800
Key Financial Inc
Pennsylvania
$19.9K – – –
70 71
72
73 74