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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 %
ARC
1851
Advisor Resource Council
Texas
– -$686K -9,780 Closed
SAG
1852
SageView Advisory Group
California
– -$585K -8,441 Closed
SI
1853
SCP Investment
California
– -$548K -7,800 Closed
SPA
1854
Sherbrooke Park Advisers
New York
– -$531K -7,574 Closed
CC
1855
Centiva Capital
New York
– -$516K -7,365 Closed
HAM
1856
Harmony Asset Management
Arizona
– -$432K -6,164 Closed
PE
1857
Point72 Europe
United Kingdom
– -$424K -6,048 Closed
AFAS
1858
Acorn Financial Advisory Services
Virginia
– -$421K -5,967 Closed
SIM
1859
Sentry Investment Management
Wisconsin
– -$400K -5,711 Closed
SCM
1860
Sollinda Capital Management
Florida
– -$380K -5,418 Closed
AI
1861
Atom Investors
Texas
– -$367K -5,239 Closed
MM
1862
MQS Management
New York
– -$355K -5,057 Closed
KOC
1863
Koss-Olinger Consulting
Florida
– -$348K -4,958 Closed
HR
1864
Hardy Reed
Mississippi
– -$338K -4,815 Closed
TCMP
1865
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$335K -4,777 Closed
SFWC
1866
Strategic Family Wealth Counselors
New Jersey
– -$331K -4,717 Closed
FC
1867
FORA Capital
Florida
– -$309K -4,404 Closed
CFO
1868
Callan Family Office
Pennsylvania
– -$295K -4,211 Closed
MIS
1869
Morningstar Investment Services
Illinois
– -$292K -4,155 Closed
SIM
1870
Stratos Investment Management
Ohio
– -$290K -4,139 Closed
SIG
1871
Sargent Investment Group
Maryland
– -$282K -4,017 Closed
RRCM
1872
Rappaport Reiches Capital Management
Illinois
– -$282K -4,017 Closed
PFT
1873
Providence First Trust
Arizona
– -$274K -3,913 Closed
GWS
1874
Glassman Wealth Services
Virginia
– -$274K -3,912 Closed
EHWM
1875
Eads & Heald Wealth Management
Georgia
– -$271K -3,868 Closed
73 74
75
76 77