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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
$3.1B
3
Capital International Investors
Capital International Investors
California
$2.24B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$553M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$181M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.36B
3
First Trust Advisors
First Trust Advisors
Illinois
$49.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWS
1851
Unique Wealth Strategies
Illinois
$3.73K +$3.73K +52 New
ACA
1852
Atlas Capital Advisors
Wyoming
$3.65K – – –
HF
1853
Halpern Financial
Virginia
$3.65K +$3.65K +47 New
CPG
1854
Custom Portfolio Group
Colorado
$3.49K – – –
ETS
1855
ESL Trust Services
New York
$3.34K +$3.34K +43 New
ECM
1856
Everence Capital Management
Indiana
$3.06K – – –
RI
1857
Ridgewood Investments
New Jersey
$2.72K +$2.72K +35 New
PS
1858
PayPay Securities
Japan
$2.41K -$465 -6 -16%
HCM
1859
Hollencrest Capital Management
California
$2.33K – – –
TWD
1860
True Wealth Design
Ohio
$2.17K +$543 +7 +33%
NMG
1861
New Millennium Group
Utah
$2.09K +$2.09K +27 New
TCA
1862
Trifecta Capital Advisors
Illinois
$1.79K – – –
FA
1863
Financial Avengers
California
$1.65K – – –
CP
1864
Castleview Partners
Texas
$1.4K – – –
WA
1865
WestEnd Advisors
North Carolina
$1.24K -$78 -1 -6%
FGAM
1866
Financial Gravity Asset Management
Texas
$1.16K -$189K -2,442 -99%
OCM
1867
Orion Capital Management
California
$1.09K – – –
SFCL
1868
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +13 New
VWA
1869
Valued Wealth Advisors
Utah
$854 -$311 -4 -27%
DWA
1870
Delos Wealth Advisors
Texas
$776 – – –
RS
1871
Rakuten Securities
Japan
$388 -$776 -10 -67%
YDMI
1872
Y.D. More Investments
Israel
$59 +$59 +284 New
Point72 Asset Management
1873
Point72 Asset Management
Connecticut
– -$45.5M -634,329 Closed
CIMLRA
1874
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$44M -613,265 Closed
Qube Research & Technologies (QRT)
1875
Qube Research & Technologies (QRT)
United Kingdom
– -$43.6M -607,651 Closed
73 74
75
76 77