SO icon

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 %
KWA
401
Kingswood Wealth Advisors
California
$5.51M +$3.3M +36,603 +150%
SAM
402
Securian Asset Management
Minnesota
$5.45M -$216K -2,398 -4%
SCM
403
Schnieders Capital Management
California
$5.43M -$6.31K -70 -0.1%
BA
404
Baugh & Associates
Georgia
$5.38M +$18.4K +210 +0.3%
ATIA
405
American Trust Investment Advisors
New Hampshire
$5.37M -$115K -1,270 -2%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$5.36M +$68.8K +763 +1%
BCCM
407
Bridge Creek Capital Management
Massachusetts
$5.35M -$38.5K -427 -0.7%
SPC
408
Sigma Planning Corp
Michigan
$5.34M -$452K -5,010 -8%
PCIA
409
Prime Capital Investment Advisors
Kansas
$5.32M +$1.22M +13,485 +30%
JFG
410
Jefferies Financial Group
New York
$5.23M +$5.23M +58,000 New
ClearBridge Investments
411
ClearBridge Investments
New York
$5.23M -$254K -2,817 -5%
RPI
412
Railway Pension Investments
United Kingdom
$5.2M +$5.2M +57,700 New
CIBC World Market
413
CIBC World Market
Ontario, Canada
$5.19M +$2.09M +23,124 +67%
FCBT
414
First Citizens Bank & Trust
North Carolina
$5.19M -$366K -4,059 -7%
Nordea Investment Management
415
Nordea Investment Management
Sweden
$5.17M +$185K +2,046 +4%
Jones Financial Companies
416
Jones Financial Companies
Missouri
$5.14M +$2.45M +27,218 +91%
VWMG
417
Virginia Wealth Management Group
Virginia
$5.12M +$1.02M +11,338 +25%
AWM
418
Apollon Wealth Management
South Carolina
$5.11M +$684K +7,588 +15%
CA
419
Clearstead Advisors
Ohio
$5.07M -$158K -1,749 -3%
CAG
420
Csenge Advisory Group
Florida
$5.06M +$750K +8,427 +17%
UM
421
UniSuper Management
Australia
$5.04M +$43.4K +481 +0.9%
KPWS
422
Kestra Private Wealth Services
Texas
$5M +$60K +665 +1%
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$4.97M +$150K +1,661 +3%
TLP
424
Trinity Legacy Partners
Texas
$4.94M -$51.7K -576 -1%
SFA
425
Sequoia Financial Advisors
Ohio
$4.89M +$318K +3,531 +7%
15 16
17
18 19