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Southern Company
SO

Overview Fund Activity

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
State Street
Massachusetts
$4.14B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
Marshall Wace
United Kingdom
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
1801
Custom Portfolio Group
Colorado
$3.23K – – –
ECM
1802
Everence Capital Management
Indiana
$2.99K +$404 +5,630 +16%
PS
1803
PayPay Securities
Japan
$2.65K +$72 +1 +3%
HCM
1804
Hollencrest Capital Management
California
$2.15K – – –
TCA
1805
Trifecta Capital Advisors
Illinois
$1.65K – – –
TWD
1806
True Wealth Design
Ohio
$1.51K +$646 +9 +75%
FA
1807
Financial Avengers
California
$1.5K – – –
CP
1808
Castleview Partners
Texas
$1.29K – – –
WA
1809
WestEnd Advisors
North Carolina
$1.22K – – –
VWA
1810
Valued Wealth Advisors
Utah
$1.08K +$574 +8 +114%
RS
1811
Rakuten Securities
Japan
$1.08K +$646 +9 +150%
OCM
1812
Orion Capital Management
California
$1K – – –
DWA
1813
Delos Wealth Advisors
Texas
$718 -$574 -8 -44%
BC
1814
Belmont Capital
California
$190 – – –
Balyasny Asset Management
1815
Balyasny Asset Management
Illinois
– -$83.7M -1,194,366 Closed
MSV
1816
MN Services Vermogensbeheer
Netherlands
– -$20.6M -294,400 Closed
Voloridge Investment Management
1817
Voloridge Investment Management
Florida
– -$17.2M -245,942 Closed
GCM
1818
Graham Capital Management
Connecticut
– -$13.7M -194,753 Closed
HF
1819
HRT Financial
New York
– -$8.8M -125,432 Closed
CM
1820
Churchill Management
California
– -$6.32M -90,102 Closed
ZP
1821
Zimmer Partners
New York
– -$6.31M -90,000 Closed
BCM
1822
Bayesian Capital Management
New York
– -$6.01M -85,719 Closed
MWM
1823
Moran Wealth Management
Florida
– -$4.98M -71,027 Closed
CM
1824
Crestline Management
Texas
– -$4.93M -70,252 Closed
IG
1825
ING Group
Netherlands
– -$4.67M -66,552 Closed
71 72
73
74 75