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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
27.18%
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
+$756M
3
Capital International Investors
Capital International Investors
California
+$375M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$289M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$161M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$353M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
3
First Trust Advisors
First Trust Advisors
Illinois
-$126M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$121M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$87.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAW
1926
Signal Advisors Wealth
Michigan
– -$288K -4,018 Closed
FAM
1927
Frontier Asset Management
Wyoming
– -$280K -3,897 Closed
SP
1928
Systematic Portfolios
New York
– -$275K -3,840 Closed
SHFP
1929
Second Half Financial Partners
Florida
– -$273K -3,801 Closed
OFA
1930
Oak Family Advisors
Illinois
– -$261K -3,638 Closed
Marshall Wace
1931
Marshall Wace
United Kingdom
– -$247K -3,439 Closed
PPP
1932
Private Portfolio Partners
New Jersey
– -$242K -3,380 Closed
HA
1933
HC Advisors
Georgia
– -$240K -3,340 Closed
DIA
1934
Dean Investment Associates
Ohio
– -$236K -3,286 Closed
CWM
1935
Campbell Wealth Management
Virginia
– -$235K -3,278 Closed
IAA
1936
Ironsides Asset Advisors
North Carolina
– -$234K -3,268 Closed
WP
1937
WealthPLAN Partners
Nebraska
– -$233K -3,247 Closed
CP
1938
Coho Partners
Pennsylvania
– -$225K -3,139 Closed
FWIA
1939
Fort Washington Investment Advisors
Ohio
– -$217K -3,029 Closed
RB
1940
Renasant Bank
Mississippi
– -$208K -2,905 Closed
SPWG
1941
Sage Private Wealth Group
Illinois
– -$208K -2,895 Closed
BOS
1942
Bank of Stockton
California
– -$204K -2,845 Closed
KIC
1943
Keating Investment Counselors
Florida
– -$204K -2,843 Closed
AT
1944
Arden Trust
Delaware
– -$201K -2,805 Closed
ACM
1945
Ategra Capital Management
Virginia
– -$201K -2,796 Closed
TAIM
1946
Te Ahumairangi Investment Management
New Zealand
– -$170K -2,370 Closed
GIA
1947
Goodwin Investment Advisory
Georgia
– -$110K -1,538 Closed
NCTC
1948
New Covenant Trust Company
Indiana
– -$80.4K -1,121 Closed
AT
1949
Avalon Trust
New Mexico
– -$71.7K -1,000 Closed
NIC
1950
Northwest Investment Counselors
Oregon
– -$64.6K -900 Closed
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