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Southern Company
SO

Overview Fund Activity

1,990 hedge funds and large institutions have $65.8B invested in Southern Company in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 766 increasing their positions, 699 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.79%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
218
Increased
766
Reduced
699
Closed
75
Calls
$609M
Puts
$370M
Net Calls
+$239M
Net Calls Change
+$71.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
GQG Partners
Florida
$1.49B
3
BlackRock
BlackRock
New York
$7.26B
4
State Street
State Street
Massachusetts
$5.31B
5
Amundi
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
Franklin Resources
California
$1.27B
3
Federated Hermes
Federated Hermes
Pennsylvania
$266M
4
CIA
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Calamos Wealth Management
Illinois
$13.9M -$3.2M -35,433 -19%
BEI
227
Benjamin Edwards Inc
Missouri
$13.8M +$13.1M +145,667 +2,079%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$13.6M +$9.29K +103 +0.1%
CB
229
Commerce Bank
Missouri
$13.6M +$744K +8,246 +6%
BFA
230
Bragg Financial Advisors
North Carolina
$13.5M +$149K +1,655 +1%
X
231
Xponance
Pennsylvania
$13.4M +$277K +3,069 +2%
CWM
232
CIBC World Markets
New York
$13.4M +$680K +7,541 +5%
SPIA
233
Steward Partners Investment Advisory
New York
$13.3M +$5.61M +62,230 +73%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$13.2M +$144K +1,602 +1%
NYLIM
235
New York Life Investment Management
New York
$13.1M -$435K -4,821 -3%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$12.9M -$1.02M -11,280 -7%
IIM
237
Intact Investment Management
Quebec, Canada
$12.9M +$1.18M +13,110 +10%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$12.9M +$425K +4,711 +3%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$12.7M +$145K +1,611 +1%
CIA
240
CCM Investment Advisers
South Carolina
$12.7M +$133K +1,475 +1%
RJT
241
Raymond James Trust
Florida
$12.6M +$2.3M +25,462 +22%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$12.6M +$1.87M +20,761 +17%
KFC
243
Klingenstein Fields & Co
New York
$12.6M +$219K +2,429 +2%
Robeco Institutional Asset Management
244
Robeco Institutional Asset Management
Netherlands
$12.5M +$3M +33,266 +32%
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$12.4M -$1.18M -13,097 -9%
CA
246
Cullinan Associates
Kentucky
$12.2M +$3.07K +33 +0%
Jane Street
247
Jane Street
New York
$12.2M -$50.2M -556,706 -80%
MOACM
248
Mutual of America Capital Management
New York
$12.1M -$294K -3,264 -2%
IAA
249
Independent Advisor Alliance
North Carolina
$12.1M +$671K +7,443 +6%
DILIC
250
Dai-ichi Life Insurance Company
Japan
$12.1M -$1.19M -13,175 -9%
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