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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 %
AMBIA
601
Allen Mooney & Barnes Investment Advisors
Georgia
$2.44M -$171K -1,898 -7%
CPSAC
602
Chas P. Smith & Associates (CPS)
Florida
$2.44M -$107K -1,184 -4%
KCPG
603
Kavar Capital Partners Group
Kansas
$2.43M – – –
EWA
604
EverSource Wealth Advisors
Alabama
$2.43M +$141K +1,562 +6%
FIC
605
FCG Investment Company
Tennessee
$2.43M +$1.34M +14,875 +124%
TWP
606
Tyche Wealth Partners
Texas
$2.43M -$51.6K -572 -2%
FWP
607
FAS Wealth Partners
Kansas
$2.42M +$94.3K +1,046 +4%
EL
608
Essex LLC
Illinois
$2.42M -$53.2K -590 -2%
TPCW
609
TD Private Client Wealth
New York
$2.42M -$1.14M -12,605 -32%
HW
610
Hancock Whitney
Mississippi
$2.42M -$17.5K -194 -0.7%
TC
611
TownSquare Capital
Utah
$2.39M +$694K +7,694 +41%
LOAMS
612
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.37M -$2.99M -33,150 -56%
CA
613
Claro Advisors
Massachusetts
$2.37M +$105K +1,160 +5%
SFS
614
Sowell Financial Services
Arkansas
$2.36M -$219K -2,429 -8%
WSFS
615
Wilmington Savings Fund Society
Delaware
$2.36M +$2.36M +26,184 New
MHI
616
Miller Howard Investments
New York
$2.35M -$112K -1,243 -5%
JGUA
617
John G. Ullman & Associates
New York
$2.35M – – –
LSA
618
L & S Advisors
California
$2.34M -$503K -5,574 -18%
USAA
619
United Services Automobile Association
Texas
$2.33M -$430K -4,765 -16%
PWM
620
Perigon Wealth Management
California
$2.32M +$13.6K +151 +0.6%
CG
621
Caprock Group
Idaho
$2.31M +$110K +1,215 +5%
LWL
622
Leo Wealth LLC
Texas
$2.3M +$57.2K +634 +3%
DT
623
Diversified Trust
Tennessee
$2.3M +$904K +10,028 +65%
SCA
624
Snowden Capital Advisors
New York
$2.3M -$197K -2,179 -8%
ACM
625
Argyle Capital Management
Pennsylvania
$2.29M -$300K -3,325 -12%
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25
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