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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 %
HI
551
Harbour Investments
Wisconsin
$2.91M +$15.3K +170 +0.5%
LS
552
Leelyn Smith
Illinois
$2.89M +$3.16K +35 +0.1%
GLR
553
Great Lakes Retirement
Ohio
$2.89M +$1.16M +12,914 +68%
CW
554
CreativeOne Wealth
Kansas
$2.87M +$889K +9,855 +45%
JF
555
Jump Financial
Illinois
$2.84M +$1.94M +21,541 +216%
BW
556
Bison Wealth
Georgia
$2.84M -$1.01M -11,222 -26%
BOH
557
Bank of Hawaii
Hawaii
$2.83M +$45.5K +505 +2%
HKIM
558
Hayek Kallen Investment Management
Alabama
$2.83M -$41.7K -462 -1%
AW
559
Apricus Wealth
South Carolina
$2.82M +$61.8K +685 +2%
TYCC
560
Texas Yale Capital Corp
Florida
$2.82M +$53.2K +590 +2%
BAMF
561
BI Asset Management Fondsmaeglerselskab
Denmark
$2.81M +$820K +9,093 +41%
MFGM
562
Marshall Financial Group (Maryland)
Maryland
$2.81M -$21.6K -240 -0.8%
HIC
563
Holderness Investments Company
North Carolina
$2.8M +$6.31K +70 +0.2%
BFO
564
Biltmore Family Office
North Carolina
$2.77M +$4.06K +45 +0.1%
BO
565
Bank OZK
Arkansas
$2.76M +$47.5K +527 +2%
SC
566
SouthState Corp
Florida
$2.74M -$86.6K -960 -3%
OWM
567
OneAscent Wealth Management
Alabama
$2.73M +$2.73M +30,230 New
JWCA
568
J.W. Cole Advisors
Florida
$2.72M +$230K +2,555 +9%
GT
569
Greenleaf Trust
Michigan
$2.72M +$68.1K +755 +3%
WFG
570
Wills Financial Group
Virginia
$2.71M +$8.84K +98 +0.3%
SAI
571
Systematic Alpha Investments
New Jersey
$2.71M – – –
CCP
572
Clarkston Capital Partners
Michigan
$2.71M – – –
PIM
573
Pullen Investment Management
Florida
$2.7M +$40.2K +446 +2%
PWMAG
574
Pinnacle Wealth Management Advisory Group
New Jersey
$2.7M -$4.15K -46 -0.2%
RWM
575
Rockline Wealth Management
New York
$2.7M +$82.4K +914 +3%
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