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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.

Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.79%
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
1
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
2
GQG Partners
Florida
$1.49B
3
BlackRock
3
BlackRock
New York
$7.26B
4
State Street
4
State Street
Massachusetts
$5.31B
5
Amundi
5
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
2
Franklin Resources
California
$1.27B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$266M
4
CIA
4
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$333M -$18.7M -207,676 -5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$293M +$1.38M +15,300 +0.5%
SF
28
Synovus Financial
Georgia
$278M +$117M +1,293,072 +72%
Ensign Peak Advisors
29
Ensign Peak Advisors
Utah
$278M -$7.86M -87,153 -3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$273M -$15.1M -166,950 -5%
Federated Hermes
31
Federated Hermes
Pennsylvania
$266M -$168M -1,867,703 -39%
Pictet Asset Management
32
Pictet Asset Management
Switzerland
$264M -$113M -1,258,149 -30%
RJA
33
Raymond James & Associates
Florida
$245M +$13.1M +145,810 +6%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$236M +$7.48M +82,946 +3%
Amundi
35
Amundi
France
$223M +$122M +1,365,818 +121%
National Pension Service
36
National Pension Service
South Korea
$218M +$25.2M +279,304 +13%
Capital Research Global Investors
37
Capital Research Global Investors
California
$214M -$4.68M -51,874 -2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$214M -$378K -4,187 -0.2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$213M -$15.8M -174,889 -7%
Barclays
40
Barclays
United Kingdom
$208M -$30.5M -338,623 -13%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$189M +$5.24M +58,103 +3%
COPPSERS
42
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$188M -$10.2M -113,435 -5%
LPL Financial
43
LPL Financial
California
$187M -$6.07M -67,300 -3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$186M -$5.68M -63,000 -3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$178M +$41.5M +460,751 +30%
Deutsche Bank
46
Deutsche Bank
Germany
$175M +$21.1M +233,831 +14%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$158M +$10.1M +111,977 +7%
CIM
48
Confluence Investment Management
Missouri
$151M -$2.97M -32,913 -2%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$145M +$12.5M +138,436 +9%
DPIM
50
Duff & Phelps Investment Management
Illinois
$144M -$22.9M -253,862 -14%
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