SO icon

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
+$764M
2
Capital International Investors
Capital International Investors
California
+$542M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$204M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$119M
5
Ameriprise
Ameriprise
Minnesota
+$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$721M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
State Street
State Street
Massachusetts
-$420M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
5
Marshall Wace
Marshall Wace
United Kingdom
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWA
1876
Oak Hill Wealth Advisors
Virginia
– -$265K -3,775 Closed
SC
1877
Sepio Capital
Utah
– -$257K -3,659 Closed
RIM
1878
Redwood Investment Management
Arizona
– -$250K -3,570 Closed
ACM
1879
Altrius Capital Management
North Carolina
– -$249K -3,546 Closed
3IP
1880
3Chopt Investment Partners
Virginia
– -$244K -3,483 Closed
NF
1881
Nikulski Financial
Iowa
– -$243K -3,470 Closed
MC
1882
Maverick Capital
Texas
– -$243K -3,464 Closed
GFP
1883
Gryphon Financial Partners
Ohio
– -$219K -3,341 Closed
PFA
1884
Pure Financial Advisors
California
– -$232K -3,311 Closed
ITB
1885
Idaho Trust Bank
Idaho
– -$224K -3,200 Closed
HS
1886
Horan Securities
United States
– -$223K -3,186 Closed
LAS
1887
Lloyd Advisory Services
Georgia
– -$223K -3,174 Closed
LAM
1888
Lifestyle Asset Management
Texas
– -$221K -3,151 Closed
CAM
1889
Covenant Asset Management
New Jersey
– -$221K -3,148 Closed
EIP
1890
Ellis Investment Partners
Pennsylvania
– -$218K -3,111 Closed
BFA
1891
Brendel Financial Advisors
New Hampshire
– -$217K -3,100 Closed
DCM
1892
Delta Capital Management
New Jersey
– -$210K -3,000 Closed
MFS
1893
Madrona Financial Services
Washington
– -$210K -3,000 Closed
MA
1894
MBA Advisors
Pennsylvania
– -$208K -2,971 Closed
HFA
1895
High Falls Advisors
New York
– -$203K -2,900 Closed
OL
1896
OneFund LLC
Florida
– -$202K -2,884 Closed
PHK
1897
Point72 Hong Kong
Hong Kong
– -$189K -2,699 Closed
TVAMP
1898
Tennessee Valley Asset Management Partners
Tennessee
– -$174K -2,486 Closed
RIM
1899
Rockbridge Investment Management
New York
– -$160K -2,275 Closed
JFG
1900
JDM Financial Group
Texas
– -$152K -2,165 Closed
73 74 75
76
77