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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 %
AAIM
626
American Assets Investment Management
California
$2.25M – – –
SEEDPG
627
S.E.E.D. Planning Group
New York
$2.25M -$50K -554 -2%
NS
628
NBC Securities
Alabama
$2.25M -$4.03M -44,662 -64%
AWP
629
Ascent Wealth Partners
New York
$2.24M -$5.14K -57 -0.2%
VRM
630
Vectors Research Management
New York
$2.24M +$207K +2,294 +10%
PTC
631
Private Trust Company
Ohio
$2.21M -$117K -1,302 -5%
NW
632
Naviter Wealth
Arkansas
$2.21M +$48.3K +536 +2%
TCOV
633
Trust Company of Vermont
Vermont
$2.2M +$76.1K +844 +4%
MOS
634
MGO One Seven
Ohio
$2.2M +$291K +3,229 +15%
SC
635
Stolper & Co
Oklahoma
$2.19M -$40K -444 -2%
SCM
636
Shelton Capital Management
Colorado
$2.17M -$402K -4,461 -16%
FPAS
637
Focus Partners Advisor Solutions
Missouri
$2.17M +$625K +6,927 +40%
VCA
638
Verdence Capital Advisors
Maryland
$2.16M -$363K -4,030 -14%
CS
639
Capital Square
Tennessee
$2.15M -$146K -1,617 -6%
TI
640
Tidal Investments
Wisconsin
$2.15M +$811K +8,996 +61%
NB
641
NBT Bank
New York
$2.14M -$194K -2,151 -8%
LTAS
642
Linden Thomas Advisory Services
North Carolina
$2.14M -$4.42K -49 -0.2%
CNBTD
643
Citizens National Bank Trust Department
Mississippi
$2.13M -$18.5K -205 -0.9%
SLFPAM
644
St. Louis Financial Planners Asset Management
Missouri
$2.13M +$2.13M +23,555 New
LIA
645
LBMC Investment Advisors
Tennessee
$2.12M +$271 +3 +0%
DLCIG
646
D.L. Carlson Investment Group
New Hampshire
$2.11M +$56.4K +625 +3%
HCM
647
Huber Capital Management
California
$2.11M -$126K -1,400 -6%
BFG
648
Bleakley Financial Group
New Jersey
$2.11M -$175K -1,943 -8%
RCM
649
Raleigh Capital Management
North Carolina
$2.1M -$908K -10,068 -30%
PS
650
Principal Securities
Iowa
$2.1M +$77.2K +856 +4%
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