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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 %
FCA
651
FinTrust Capital Advisors
South Carolina
$2.09M +$529K +5,863 +34%
AIA
652
Armor Investment Advisors
North Carolina
$2.09M -$133K -1,473 -6%
EF
653
Empowered Funds
Pennsylvania
$2.08M +$82.5K +915 +4%
SIA
654
Schechter Investment Advisors
Michigan
$2.08M -$4.87K -54 -0.2%
HAG
655
HF Advisory Group
Maryland
$2.06M +$36.8K +408 +2%
FCCM
656
First City Capital Management
Georgia
$2.06M +$14K +155 +0.7%
SCP
657
Stamos Capital Partners
California
$2.05M -$1.02M -11,360 -33%
NAM
658
NTV Asset Management
West Virginia
$2.05M – – –
A
659
AlphaQuest
New York
$2.05M +$2.05M +22,688 New
ONST
660
Old North State Trust
North Carolina
$2.01M +$13K +144 +0.6%
SYBT
661
Stock Yards Bank & Trust
Kentucky
$2.01M -$3.34K -37 -0.2%
Baillie Gifford & Co
662
Baillie Gifford & Co
United Kingdom
$2M – – –
AAMA
663
Advanced Asset Management Advisors
Ohio
$2M – – –
FFA
664
Farther Finance Advisors
California
$2M +$832K +9,222 +71%
HWA
665
HHM Wealth Advisors
Tennessee
$1.99M -$211K -2,339 -10%
FMWA
666
Forvis Mazars Wealth Advisors
Missouri
$1.98M +$1.98M +22,004 New
BBHC
667
Brown Brothers Harriman & Co
New York
$1.98M +$93K +1,031 +5%
CK
668
Cohen Klingenstein
New York
$1.97M – – –
CIA
669
Cape Investment Advisory
Georgia
$1.96M +$33.8K +375 +2%
DCM
670
Davis Capital Management
Florida
$1.96M -$38.8K -430 -2%
SAA
671
Southeast Asset Advisors
Georgia
$1.95M +$902 +10 +0%
ZIC
672
ZWJ Investment Counsel
Georgia
$1.95M -$18.2K -202 -0.9%
BSB
673
Bangor Savings Bank
Maine
$1.92M +$1.08K +12 +0.1%
DCM
674
Donaldson Capital Management
Indiana
$1.92M -$165K -1,826 -8%
WWM
675
Western Wealth Management
Colorado
$1.91M +$715K +7,932 +60%
25 26
27
28 29