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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
28.78%
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
+$1.34B
2
GQG Partners
GQG Partners
Florida
+$259M
3
BlackRock
BlackRock
New York
+$252M
4
State Street
State Street
Massachusetts
+$139M
5
Amundi
Amundi
France
+$122M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$287M
2
Franklin Resources
Franklin Resources
California
-$194M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$168M
4
CIA
ClearBridge Investments (Australia)
Australia
-$135M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
326
Davenport & Co
Virginia
$7.77M -$1.17M -13,009 -13%
KBC Group
327
KBC Group
Belgium
$7.72M +$92.3K +1,023 +1%
TNBTD
328
Trustmark National Bank Trust Department
Mississippi
$7.66M +$660K +7,320 +9%
CWM
329
Chronos Wealth Management
Florida
$7.61M -$3.61K -40 -0%
UCFA
330
United Capital Financial Advisors
Texas
$7.61M -$316K -3,507 -4%
AMIM
331
Aull & Monroe Investment Management
Alabama
$7.5M -$160K -1,770 -2%
BWFA
332
Baltimore-Washington Financial Advisors
Maryland
$7.45M +$182K +2,023 +3%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$7.38M +$6.72M +86,879 +1,019%
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$7.32M -$445K -4,933 -6%
AIS
335
AM Investment Strategies
Tennessee
$7.32M -$63.8K -708 -0.9%
SIG
336
Sky Investment Group
Connecticut
$7.3M +$63.1K +700 +0.9%
GI
337
GLOBALT Investments
Georgia
$7.28M -$309K -3,427 -4%
MDCM
338
Morgan Dempsey Capital Management
Wisconsin
$7.28M -$3.31M -36,661 -31%
CTC
339
Central Trust Company
Missouri
$7.27M -$169K -1,879 -2%
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$7.24M -$77.5K -859 -1%
MIA
341
MainStreet Investment Advisors
Illinois
$7.23M -$182K -2,015 -2%
CIA
342
Concurrent Investment Advisors
Florida
$7.22M +$264K +2,930 +4%
CA
343
Cornerstone Advisors
North Carolina
$7.21M – – –
EWM
344
Executive Wealth Management
Michigan
$7.2M +$7.2M +79,809 New
PFS
345
Prospera Financial Services
Texas
$7.15M +$3.88K +43 +0.1%
AFG
346
Albion Financial Group
Utah
$7.13M +$160K +1,771 +2%
GCM
347
Graham Capital Management
Connecticut
$7.06M +$7.06M +78,311 New
BRWA
348
B. Riley Wealth Advisors
Florida
$7.05M +$391K +4,323 +6%
MGP
349
Metis Global Partners
California
$7.05M +$943K +10,458 +15%
Royal London Asset Management
350
Royal London Asset Management
United Kingdom
$7.04M +$1.13M +12,509 +19%
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