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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 %
AIG
1876
American International Group
New York
– -$19.8M -276,233 Closed
SGDR
1877
SPX Gestao de Recursos
Brazil
– -$10.8M -150,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1878
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$7.85M -109,438 Closed
LCWP
1879
Legacy Capital Wealth Partners
Arkansas
– -$6.22M -84,477 Closed
EWM
1880
Executive Wealth Management
Michigan
– -$5.69M -79,978 Closed
MGP
1881
M&G plc
United Kingdom
– -$5.65M -78,438 Closed
PP
1882
Peconic Partners
New York
– -$5.51M -76,819 Closed
BGDI
1883
BW Gestao de Investimentos
Brazil
– -$4.3M -60,000 Closed
LNC
1884
Lincoln National Corp
Pennsylvania
– -$3.87M -53,900 Closed
MLICM
1885
Metropolitan Life Insurance Company (MetLife)
New York
– -$3.16M -43,987 Closed
ET
1886
Entropy Technologies
New York
– -$3.15M -43,926 Closed
GAA
1887
Global Assets Advisory
Florida
– -$607K -43,158 Closed
OWM
1888
OneAscent Wealth Management
Alabama
– -$2.93M -40,854 Closed
CCS
1889
Concentric Capital Strategies
Connecticut
– -$2.82M -39,357 Closed
FNBOO
1890
First National Bank of Omaha
Nebraska
– -$3.41M -37,051 Closed
CGIM
1891
Capital Group Investment Management
Singapore
– -$2.08M -29,046 Closed
KA
1892
Keene & Associates
Texas
– -$1.85M -25,833 Closed
SFI
1893
Susquehanna Fundamental Investments
Pennsylvania
– -$1.61M -22,400 Closed
AIMCA
1894
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.56M -21,700 Closed
VI
1895
Versor Investments
New York
– -$1.54M -21,400 Closed
SGAM
1896
Smith Group Asset Management
Texas
– -$1.33M -18,478 Closed
QIM
1897
Quantitative Investment Management
Virginia
– -$1.3M -18,178 Closed
SPG
1898
Strategic Planning Group
Utah
– -$1.26M -17,517 Closed
QC
1899
Quadrature Capital
United Kingdom
– -$1.17M -16,280 Closed
SGI
1900
Summit Global Investments
Utah
– -$1.1M -15,275 Closed
74 75
76
77 78