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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 %
AWA
726
Adapt Wealth Advisors
Georgia
$1.66M +$899K +9,971 +118%
YCG
727
Yeomans Consulting Group
Georgia
$1.65M +$29.4K +326 +2%
OHWP
728
Oak Harbor Wealth Partners
North Carolina
$1.65M -$112K -1,246 -6%
PWSG
729
Pacific Wealth Strategies Group
California
$1.65M +$67K +743 +4%
NP
730
NorthRock Partners
Minnesota
$1.64M -$46.4K -515 -3%
AWA
731
Arete Wealth Advisors
Illinois
$1.64M +$11.2K +125 +0.7%
RPWA
732
Regent Peak Wealth Advisors
Georgia
$1.63M -$34.1K -378 -2%
EARNEST Partners
733
EARNEST Partners
Georgia
$1.63M +$382K +4,237 +31%
FRA
734
Frank Rimerman Advisors
California
$1.63M +$541 +6 +0%
MFG
735
Monte Financial Group
Connecticut
$1.63M – – –
IIA
736
ICW Investment Advisors
Arizona
$1.63M +$17K +188 +1%
BA
737
Bristlecone Advisors
Washington
$1.63M -$40.9K -454 -2%
ACG
738
Allen Capital Group
Nebraska
$1.62M +$706K +7,829 +77%
TC
739
TwinBeech Capital
New York
$1.62M +$1.62M +17,954 New
Aviva
740
Aviva
United Kingdom
$1.62M +$30.4K +337 +2%
BFA
741
Benedict Financial Advisors
Georgia
$1.62M +$16.8K +186 +1%
TCM
742
Twin Capital Management
Pennsylvania
$1.62M -$32.6K -361 -2%
JWBC
743
J.W. Burns & Co
New York
$1.61M -$63.1K -700 -4%
LMKC
744
L.M. Kohn & Company
Ohio
$1.59M +$133K +1,480 +9%
AWM
745
Accurate Wealth Management
Florida
$1.58M -$20.7K -228 -1%
AWM
746
Axxcess Wealth Management
California
$1.57M -$441K -4,889 -22%
DFCM
747
Dark Forest Capital Management
Puerto Rico
$1.57M +$1.57M +17,434 New
CPIA
748
Cornell Pochily Investment Advisors
New York
$1.57M +$451 +5 +0%
GI
749
GAMMA Investing
California
$1.57M +$376K +4,172 +32%
GS
750
GTS Securities
New York
$1.57M +$940K +10,421 +150%
28 29
30
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