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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 %
FMLI
176
Fukoku Mutual Life Insurance
Japan
$17.9M – – –
DIA
177
Davidson Investment Advisors
Montana
$17.9M -$462K -5,962 -3%
SCTC
178
Sanibel Captiva Trust Company
Florida
$17.8M +$66.4K +856 +0.4%
DekaBank Deutsche Girozentrale
179
DekaBank Deutsche Girozentrale
Germany
$17.5M +$3.42M +43,681 +24%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$17.5M +$1.07M +15,362 +7%
TIAA Trust, National Association
181
TIAA Trust, National Association
North Carolina
$17.3M +$14.2M +183,240 +458%
ETC
182
Exchange Traded Concepts
Oklahoma
$17.3M -$3.02M -38,909 -15%
ACA
183
Aptus Capital Advisors
Alabama
$17.2M +$3.05M +39,294 +22%
AB
184
Amalgamated Bank
New York
$17.1M -$293K -3,772 -2%
SI
185
Stephens Inc
Arkansas
$17.1M +$261K +3,366 +2%
RFC
186
Regions Financial Corp
Alabama
$16.9M -$3.35M -43,192 -17%
RCYC
187
Richard C. Young & Co
Rhode Island
$16.9M +$340K +4,382 +2%
Millennium Management
188
Millennium Management
New York
$16.7M +$11.6M +149,612 +226%
SG Americas Securities
189
SG Americas Securities
New York
$16.6M +$4.89M +63,039 +42%
NA
190
NewEdge Advisors
Louisiana
$16.6M +$974K +12,556 +6%
FRAF
191
Första AP-fonden
Sweden
$16.5M -$1.69M -21,800 -9%
BCIM
192
British Columbia Investment Management
British Columbia, Canada
$16.2M +$6.08M +78,373 +60%
CNB
193
Czech National Bank
Czech Republic
$16.2M +$1.28M +16,467 +9%
ELC
194
Edgar Lomax Company
Virginia
$16.1M -$270K -3,480 -2%
Calamos Advisors
195
Calamos Advisors
Illinois
$16M -$562K -7,244 -3%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$15.8M +$1.14M +14,751 +8%
VV
197
Verity & Verity
South Carolina
$15.2M +$244K +3,149 +2%
NPA
198
Nichols & Pratt Advisers
Massachusetts
$14.9M – – –
CC
199
Covalis Capital
United Kingdom
$14.9M +$14.9M +192,044 New
BCM
200
Becker Capital Management
Oregon
$14.9M -$98K -1,264 -0.7%
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