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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.

Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.79%
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
1
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
2
GQG Partners
Florida
$1.49B
3
BlackRock
3
BlackRock
New York
$7.26B
4
State Street
4
State Street
Massachusetts
$5.31B
5
Amundi
5
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
2
Franklin Resources
California
$1.27B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$266M
4
CIA
4
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
51
Cohen & Steers
New York
$142M -$76.3M -845,906 -35%
Jennison Associates
52
Jennison Associates
New York
$141M -$6.95M -77,041 -5%
ZIM
53
Zacks Investment Management
Illinois
$129M +$12.8M +141,447 +11%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$127M -$5.8M -64,275 -4%
Empower Advisory Group
55
Empower Advisory Group
Colorado
$123M +$1.96M +21,726 +2%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$123M -$8.1M -89,872 -6%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$122M -$19.8M -219,795 -14%
Principal Financial Group
58
Principal Financial Group
Iowa
$122M +$4.76M +52,799 +4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$107M -$7.59M -84,135 -7%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$107M -$27.1M -300,351 -20%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$105M -$3.78M -41,929 -3%
AllianceBernstein
62
AllianceBernstein
Tennessee
$99.9M -$1.55M -17,188 -2%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$98M +$12.6M +139,712 +15%
HighTower Advisors
64
HighTower Advisors
Illinois
$93.8M +$10.1M +112,132 +12%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$93.5M +$2.01M +22,330 +2%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$92.1M +$5.3M +58,782 +6%
CCMG
67
Clark Capital Management Group
Pennsylvania
$91.9M +$1.77M +19,586 +2%
Marshall Wace
68
Marshall Wace
United Kingdom
$91.6M +$91.6M +1,015,404 New
Macquarie Group
69
Macquarie Group
Australia
$91.1M -$3.74M -41,515 -4%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$90M -$120M -1,329,732 -57%
Citigroup
71
Citigroup
New York
$89.3M -$5.01M -55,534 -5%
Stifel Financial
72
Stifel Financial
Missouri
$86.9M -$7.45M -82,562 -8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$84.8M -$3.09M -34,309 -4%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$84.3M +$49.3M +546,733 +141%
SIG
75
Stonegate Investment Group
Alabama
$81.8M -$2.94M -32,570 -3%
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