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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 %
NI
451
Nepsis Inc
Minnesota
$4.44M +$715K +7,925 +19%
TMAM
452
Tokio Marine Asset Management
Japan
$4.4M +$169K +1,871 +4%
S
453
SignatureFD
Georgia
$4.39M +$71.5K +793 +2%
OC
454
Oakworth Capital
Alabama
$4.38M -$268K -2,968 -6%
WHG
455
Westwood Holdings Group
Texas
$4.38M +$4.06M +45,076 +1,309%
ATFA
456
All Terrain Financial Advisors
Minnesota
$4.37M -$90.5K -1,004 -2%
PI
457
Parkside Investments
Illinois
$4.35M +$313K +3,470 +8%
LWANC
458
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.35M +$56.2K +623 +1%
PP
459
Prudential plc
United Kingdom
$4.33M +$4.33M +47,975 New
AAM
460
Advisors Asset Management
Colorado
$4.31M -$284K -3,147 -6%
GIP
461
Greatmark Investment Partners
Georgia
$4.3M -$42.5K -471 -1%
SA
462
SpiderRock Advisors
Delaware
$4.25M -$1.33M -14,765 -24%
HCM
463
Hengehold Capital Management
Ohio
$4.19M +$144K +1,593 +4%
WFMPM
464
Woodley Farra Manion Portfolio Management
Indiana
$4.17M -$7.67K -85 -0.2%
SCP
465
Shorepoint Capital Partners
Massachusetts
$4.16M -$164K -1,817 -4%
Millennium Management
466
Millennium Management
New York
$4.16M -$15.3M -169,658 -79%
Bessemer Group
467
Bessemer Group
New Jersey
$4.12M +$76.5K +848 +2%
LFAS
468
Level Four Advisory Services
Texas
$4.12M +$85.7K +941 +2%
PAM
469
Palisade Asset Management
Minnesota
$4.09M – – –
PCMC
470
Planning Capital Management Corporation
Pennsylvania
$4.09M -$754K -8,365 -16%
MCB
471
Morton Community Bank
Illinois
$4.08M -$52.8K -585 -1%
IIM
472
INTECH Investment Management
Florida
$4.08M +$475K +5,266 +13%
Brown Advisory
473
Brown Advisory
Maryland
$4.06M +$131K +1,448 +3%
NIM
474
NXG Investment Management
Texas
$4.06M +$4.06M +45,000 New
RCIM
475
Red Cedar Investment Management
Michigan
$4.05M – – –
17 18
19
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