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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 %
HTIM
576
Harbour Trust & Investment Management
Indiana
$2.68M -$123K -1,363 -4%
FB
577
Fulton Bank
Pennsylvania
$2.67M -$1.18M -13,080 -31%
MA
578
Mutual Advisors
Nebraska
$2.65M +$52.2K +558 +2%
ACM
579
Adalta Capital Management
New York
$2.65M +$129K +1,425 +5%
D
580
Diversified
Delaware
$2.61M +$5.95K +66 +0.2%
DE
581
Diversified Enterprises
Delaware
$2.61M +$2.61M +28,986 New
CFGS
582
Concourse Financial Group Securities
Alabama
$2.61M +$38.4K +426 +1%
MBTD
583
Mechanics Bank - Trust Department
California
$2.61M -$9.02K -100 -0.3%
OPA
584
Old Port Advisors
Maine
$2.6M +$50.6K +561 +2%
MYAM
585
Meiji Yasuda Asset Management
Japan
$2.59M +$32.5K +360 +1%
VA
586
Vident Advisory
Georgia
$2.57M +$363K +4,022 +16%
BCA
587
Bay Colony Advisors
Massachusetts
$2.57M +$3.79K +42 +0.1%
RIA
588
Regal Investment Advisors
Michigan
$2.56M -$37.2K -413 -1%
SIC
589
Shoker Investment Counsel
Ohio
$2.56M +$15.2K +169 +0.6%
TA
590
TFG Advisers
Michigan
$2.54M +$19.9K +221 +0.8%
HCA
591
Harbor Capital Advisors
Illinois
$2.54M -$7.58K -84 -0.3%
IWM
592
IHT Wealth Management
Illinois
$2.53M +$166K +1,840 +7%
CF
593
Centaurus Financial
California
$2.53M -$75.8K -841 -3%
USCWA
594
U.S. Capital Wealth Advisors
Texas
$2.49M -$207K -2,292 -8%
JCM
595
Jacobi Capital Management
Pennsylvania
$2.49M +$28.9K +320 +1%
HNB
596
Hilltop National Bank
Wyoming
$2.48M +$658K +7,294 +36%
PI
597
PFG Investments
New York
$2.48M -$24.7K -274 -1%
ET
598
Equitable Trust
Tennessee
$2.48M +$457K +5,067 +23%
GIA
599
Gladstone Institutional Advisory
Florida
$2.48M -$986K -10,934 -28%
UCB
600
United Community Bank
South Carolina
$2.46M -$32.5K -360 -1%
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