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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 %
DAC
1901
Dividend Assets Capital
South Carolina
– -$97K -1,385 Closed
FWM
1902
Focused Wealth Management
New York
– -$88.4K -1,261 Closed
TCWA
1903
Turtle Creek Wealth Advisors
Texas
– -$87.2K -1,243 Closed
LF
1904
Lee Financial
Texas
– -$68.5K -977 Closed
A
1905
AJOVista
Massachusetts
– -$55.1K -786 Closed
LA
1906
LM Advisors
California
– -$52.7K -751 Closed
RFA
1907
Resurgent Financial Advisors
Georgia
– -$50.3K -718 Closed
FCMT
1908
Founders Capital Management (Texas)
Texas
– -$49.1K -700 Closed
HB
1909
Horizon Bancorp
Indiana
– -$47K -668 Closed
WTG
1910
West Tower Group
Virginia
– -$44.7K -638 Closed
BCM
1911
Bourgeon Capital Management
Connecticut
– -$35.8K -511 Closed
BWM
1912
BKM Wealth Management
Wisconsin
– -$33.7K -480 Closed
TSW
1913
Thompson Siegel & Walmsley
Virginia
– -$31K -446 Closed
SA
1914
Scarborough Advisors
Maryland
– -$31.1K -443 Closed
AWM
1915
Activest Wealth Management
Florida
– -$21K -300 Closed
GFPC
1916
Global Financial Private Client
Florida
– -$16.3K -233 Closed
PS
1917
Planned Solutions
California
– -$15.6K -222 Closed
PK
1918
Pflug Koory
Nebraska
– -$11.6K -165 Closed
Loomis, Sayles & Company
1919
Loomis, Sayles & Company
Massachusetts
– -$11K -152 Closed
AI
1920
AXS Investments
New York
– -$6.87K -98 Closed
LIWM
1921
Long Island Wealth Management
New York
– -$6K -91 Closed
NMG
1922
New Millennium Group
Utah
– -$1.89K -27 Closed
EC
1923
EntryPoint Capital
New York
– -$421 -6 Closed
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