SO icon

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 %
NWMG
676
Nicholson Wealth Management Group
South Carolina
$1.9M +$1.9M +21,122 New
SWM
677
Spire Wealth Management
Virginia
$1.89M +$703K +7,796 +59%
PP
678
Patten & Patten
Tennessee
$1.89M -$95.3K -1,057 -5%
CIAS
679
Capital Investment Advisory Services
North Carolina
$1.88M +$10.5K +116 +0.6%
WS
680
Wedbush Securities
California
$1.88M -$203K -2,250 -10%
CFG
681
Citizens Financial Group
Rhode Island
$1.87M +$246K +2,725 +15%
GLA
682
Good Life Advisors
Pennsylvania
$1.86M -$10.4K -115 -0.6%
PCM
683
Parsons Capital Management
Rhode Island
$1.86M – – –
HH
684
Hilltop Holdings
Texas
$1.85M +$85.9K +953 +5%
BFM
685
Boothbay Fund Management
New York
$1.84M +$1.84M +20,413 New
FUBT
686
First United Bank & Trust
Maryland
$1.84M -$4.78K -53 -0.3%
RCA
687
Ranch Capital Advisors
Florida
$1.83M +$198K +2,195 +12%
HVIA
688
Hudson Valley Investment Advisors
New York
$1.83M -$124K -1,374 -6%
SMC
689
Smith, Moore & Co
Missouri
$1.83M +$39.7K +440 +2%
MAS
690
Meeder Advisory Services
Ohio
$1.82M +$27.1K +300 +2%
AFG
691
Atomi Financial Group
New York
$1.82M +$117K +1,296 +7%
MAG
692
Mayfair Advisory Group
Alabama
$1.81M +$1.36K +15 +0.1%
SF
693
Symphony Financial
Texas
$1.81M +$67K +741 +4%
GT
694
Glenview Trust
Kentucky
$1.81M +$168K +1,858 +10%
CIC
695
Canal Insurance Company
South Carolina
$1.8M – – –
WANY
696
Wealthspire Advisors (New York)
New York
$1.8M +$22.4K +248 +1%
HI
697
Horizon Investments
North Carolina
$1.8M -$65.7K -728 -4%
RBC
698
Romano Brothers & Co
Illinois
$1.79M +$33.5K +372 +2%
WBC
699
Westpac Banking Corp
Australia
$1.78M – – –
CPC
700
Consolidated Planning Corp
Georgia
$1.77M +$27.4K +304 +2%
26 27
28
29 30