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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 %
RWM
476
Rench Wealth Management
Texas
$4M +$28.7K +318 +0.7%
GAM
477
Gotham Asset Management
New York
$3.99M +$3.28M +36,400 +463%
CL
478
Choreo LLC
Illinois
$3.99M +$349K +3,844 +10%
MIM
479
MTM Investment Management
South Carolina
$3.97M +$2.71K +30 +0.1%
WPC
480
Waters Parkerson & Co
Louisiana
$3.96M -$49.6K -550 -1%
BTI
481
Blue Trust Inc
Georgia
$3.94M +$587K +7,569 +18%
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$3.92M -$23.8K -264 -0.6%
OIA
483
OneDigital Investment Advisors
Kansas
$3.84M -$322K -3,567 -8%
AIP
484
Ameritas Investment Partners
Nebraska
$3.82M -$851K -9,441 -18%
CNBT
485
Canandaigua National Bank & Trust
New York
$3.79M -$127K -1,408 -3%
EFS
486
Essex Financial Services
Connecticut
$3.78M -$356K -3,820 -9%
WHRC
487
W.H. Reaves & Co
New Jersey
$3.77M -$50M -554,549 -93%
MFG
488
Merit Financial Group
Georgia
$3.76M +$73.7K +817 +2%
NB
489
Norinchukin Bank
Japan
$3.76M +$392K +4,342 +12%
ECM
490
Everence Capital Management
Indiana
$3.76M – – –
FNFDCM
491
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.73M -$36.4K -404 -1%
TA
492
TrueWealth Advisors
Alabama
$3.7M +$18.2K +202 +0.5%
PCA
493
Providence Capital Advisors
North Carolina
$3.69M +$37.7K +418 +1%
GLA
494
Great Lakes Advisors
Illinois
$3.68M +$109K +1,214 +3%
PAM
495
Panagora Asset Management
Massachusetts
$3.68M -$12.8K -142 -0.3%
MCM
496
Mainstay Capital Management
Michigan
$3.67M -$11.5K -127 -0.3%
LWM
497
LongView Wealth Management
Georgia
$3.67M +$182K +2,019 +5%
FTDI
498
First Trust Direct Indexing
Massachusetts
$3.65M +$500K +5,541 +16%
AWCI
499
Alpine Woods Capital Investors
New York
$3.64M -$282K -3,191 -7%
SFG
500
Sovereign Financial Group
Connecticut
$3.6M -$72.3K -802 -2%
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