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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 %
Lido Advisors
351
Lido Advisors
California
$6.95M -$78.9K -875 -1%
AIM
352
Anchor Investment Management
South Carolina
$6.94M +$31.3K +347 +0.5%
OPTFSNA
353
Old Point Trust & Financial Services N A
Virginia
$6.93M -$47.8K -530 -0.7%
KRS
354
Kentucky Retirement Systems
Kentucky
$6.87M -$561K -6,223 -8%
QCM
355
Quantinno Capital Management
New York
$6.77M +$907K +10,057 +15%
P
356
&Partners
Tennessee
$6.76M +$2.88M +31,899 +74%
TWC
357
TD Waterhouse Canada
Ontario, Canada
$6.73M -$953K -10,642 -12%
CAM
358
Carret Asset Management
New York
$6.66M -$194K -2,150 -3%
NGA
359
Naples Global Advisors
Florida
$6.66M -$25.1K -278 -0.4%
BL
360
BFSG LLC
California
$6.66M -$78.1K -866 -1%
CCM
361
Coldstream Capital Management
Washington
$6.63M +$178K +1,973 +3%
VLKIM
362
Van Lanschot Kempen Investment Management
Netherlands
$6.62M – – –
CICC
363
Capital Investment Counsel (Colorado)
Colorado
$6.59M +$1.53K +17 +0%
JHCP
364
Jackson Hole Capital Partners
Oklahoma
$6.59M +$258K +2,863 +4%
FVWA
365
Foster Victor Wealth Advisors
South Carolina
$6.57M +$203K +2,279 +3%
Neuberger Berman Group
366
Neuberger Berman Group
New York
$6.53M +$111K +1,235 +2%
EA
367
Ellsworth Advisors
Ohio
$6.47M +$20K +222 +0.3%
GT
368
Glenmede Trust
Pennsylvania
$6.46M -$397K -4,405 -6%
Mirae Asset Global Investments
369
Mirae Asset Global Investments
South Korea
$6.41M +$1.47M +23,266 +30%
MSU
370
Mizuho Securities USA
New York
$6.39M -$1.21M -13,408 -16%
CA
371
Carson Advisory
Georgia
$6.38M +$66.6K +739 +1%
AP
372
Americana Partners
Texas
$6.38M +$460K +5,096 +8%
DADC
373
D.A. Davidson & Co
Montana
$6.37M -$28.9K -320 -0.5%
SDIC
374
South Dakota Investment Council
South Dakota
$6.36M – – –
OC
375
Oppenheimer & Co
New York
$6.33M -$176K -1,953 -3%
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