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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 %
FSWA
1951
Financial Synergies Wealth Advisors
Texas
– -$37.4K -522 Closed
SWS
1952
SYSTM Wealth Solutions
Illinois
– -$31.6K -441 Closed
AS
1953
Altshuler Shaham
Israel
– -$25.3K -352 Closed
CWA
1954
Core Wealth Advisors
Florida
– -$21.5K -300 Closed
CBT
1955
CoreFirst Bank & Trust
Kansas
– -$14.3K -200 Closed
IPW
1956
Impact Partnership Wealth
Georgia
– -$14.3K -200 Closed
PO
1957
Private Ocean
California
– -$10.5K -147 Closed
EC
1958
Elequin Capital
New York
– -$9.97K -139 Closed
MAM
1959
MMA Asset Management
Pennsylvania
– -$6.5K -91 Closed
BC
1960
Belmont Capital
California
– -$190 -3 Closed
75 76 77 78
79