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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 %
Arrowstreet Capital
1901
Arrowstreet Capital
Massachusetts
– -$1.09M -15,246 Closed
NL
1902
NWAM LLC
Washington
– -$890K -11,605 Closed
AAF
1903
Andra AP-fonden
Sweden
– -$782K -10,900 Closed
ICA
1904
Infrastructure Capital Advisors
New York
– -$635K -8,851 Closed
OQS
1905
Occudo Quantitative Strategies
Florida
– -$620K -8,642 Closed
FFP
1906
FourThought Financial Partners
Florida
– -$612K -8,529 Closed
GIM
1907
Groesbeck Investment Management
New Jersey
– -$581K -8,100 Closed
CA
1908
CoreCap Advisors
Michigan
– -$533K -7,423 Closed
DFG
1909
Delta Financial Group
New Jersey
– -$530K -7,394 Closed
ALAM
1910
Asahi Life Asset Management
Japan
– -$477K -6,652 Closed
OFS
1911
OneAscent Financial Services
Alabama
– -$458K -6,385 Closed
BHCM
1912
Brevan Howard Capital Management
Jersey
– -$450K -6,278 Closed
PTC
1913
Petrus Trust Company
Texas
– -$416K -5,798 Closed
JWS
1914
Juncture Wealth Strategies
Arizona
– -$414K -5,766 Closed
QCM
1915
Qsemble Capital Management
New York
– -$398K -5,548 Closed
BP
1916
BBR Partners
New York
– -$389K -5,426 Closed
BL
1917
Balentine LLC
Georgia
– -$380K -5,302 Closed
Wolverine Trading
1918
Wolverine Trading
Illinois
– -$374K -5,215 Closed
BWA
1919
Beam Wealth Advisors
Louisiana
– -$365K -5,094 Closed
AAIS
1920
ABN AMRO Investment Solutions
– -$355K -4,948 Closed
RVPG
1921
Relative Value Partners Group
– -$336K -4,832 Closed
BIAS
1922
Beacon Investment Advisory Services
New Jersey
– -$335K -4,664 Closed
RCM
1923
Radnor Capital Management
Pennsylvania
– -$323K -4,500 Closed
SSA
1924
Sierra Summit Advisors
Nevada
– -$308K -4,294 Closed
AWM
1925
Aviso Wealth Management
Washington
– -$301K -4,194 Closed
75 76
77
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