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Southern Company

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
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
201
Cerity Partners
New York
$14.9M +$5.47M +70,482 +58%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$14.9M +$6.16M +79,420 +71%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$14.8M -$303K -3,907 -2%
UOC
204
UBS O'Connor
Illinois
$14.8M +$14.8M +190,300 New
CWM
205
Calamos Wealth Management
Illinois
$14.7M +$160K +2,060 +1%
Public Sector Pension Investment Board (PSP Investments)
206
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.4M +$4.79M +61,771 +50%
DWM
207
Dakota Wealth Management
Florida
$14.3M +$14.3K +184 +0.1%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$1.12M +14,399 +8%
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$14.2M +$779K +10,043 +6%
TPSF
210
Texas Permanent School Fund
Texas
$14.1M -$3.41M -43,922 -19%
URS
211
Utah Retirement Systems
Utah
$14M -$659K -8,500 -5%
UIM
212
USS Investment Management
United Kingdom
$13.9M +$194K +2,496 +1%
ERIM
213
Eagle Ridge Investment Management
Connecticut
$13.8M +$139K +1,788 +1%
MCM
214
MAI Capital Management
Ohio
$13.7M +$1.93M +24,873 +16%
HNB
215
Huntington National Bank
Ohio
$13.3M +$2.69M +34,725 +25%
LIM
216
Leavell Investment Management
Alabama
$13.3M +$185K +2,390 +1%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$13.1M -$2.16M -27,854 -14%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$361K +4,650 +3%
HWM
219
HB Wealth Management
Georgia
$12.9M +$768K +9,901 +6%
YCM
220
Yousif Capital Management
Michigan
$12.9M -$158K -2,043 -1%
M&T Bank
221
M&T Bank
New York
$12.5M -$356K -4,591 -3%
WA
222
Waverly Advisors
Alabama
$12.5M +$5.36M +69,157 +75%
ProShare Advisors
223
ProShare Advisors
Maryland
$12.3M +$1.14M +14,648 +10%
CGPCS
224
Capital Group Private Client Services
California
$12.2M -$182K -2,348 -1%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$12.1M +$665K +8,579 +6%