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 %
FPFS
426
First Personal Financial Services
North Carolina
$4.88M -$165K -1,831 -3%
PAS
427
Park Avenue Securities
New York
$4.88M -$284K -3,150 -6%
MSFS
428
Main Street Financial Solutions
Pennsylvania
$4.85M +$198K +2,194 +4%
FBT
429
First Bank & Trust
South Dakota
$4.84M -$102K -1,129 -2%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$4.82M -$135K -1,500 -3%
HWAM
431
Hennion & Walsh Asset Management
New Jersey
$4.81M -$429K -4,753 -8%
TW
432
Trajan Wealth
Arizona
$4.8M -$142K -1,579 -3%
EH
433
Equitable Holdings
New York
$4.74M +$608K +6,747 +15%
GWMIA
434
Global Wealth Management Investment Advisory
Florida
$4.72M -$989K -10,966 -17%
WB
435
WesBanco Bank
West Virginia
$4.67M -$73.9K -819 -2%
UBG
436
United Bank (Georgia)
Georgia
$4.66M -$440K -4,884 -9%
MWM
437
Meridian Wealth Management
Kentucky
$4.65M +$4.65M +51,510 New
AWM
438
AE Wealth Management
Kansas
$4.62M -$2.85M -31,655 -38%
SF
439
Summit Financial
New Jersey
$4.62M +$15.2K +168 +0.3%
PFA
440
Pathway Financial Advisers
Indiana
$4.61M -$442K -4,900 -9%
NIM
441
NEOS Investment Management
Connecticut
$4.59M +$952K +10,556 +26%
BCM
442
Birmingham Capital Management
Alabama
$4.57M -$65.4K -725 -1%
BBNA
443
Bremer Bank National Association
Minnesota
$4.56M +$68.3K +757 +2%
MCC
444
Money Concepts Capital
Florida
$4.53M -$28.3K -314 -0.6%
ZB
445
Zions Bancorporation
Utah
$4.52M -$2.76M -30,654 -38%
RC
446
Resolution Capital
Australia
$4.52M +$3.53M +39,093 +354%
ACG
447
Aventail Capital Group
New York
$4.51M -$1.29M -14,292 -22%
DS
448
DRW Securities
Illinois
$4.5M +$3.92M +43,424 +668%
MA
449
Montag & Associates
Georgia
$4.5M -$147K -1,635 -3%
SWM
450
Sugarloaf Wealth Management
Georgia
$4.48M -$17.2K -191 -0.4%
16 17
18
19 20