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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 %
WSC
751
Wellington Shields & Co
New York
$1.56M – – –
SAM
752
Smartleaf Asset Management
Massachusetts
$1.56M +$297K +3,296 +23%
JWM
753
Jeppson Wealth Management
California
$1.56M -$451 -5 -0%
Koshinski Asset Management
754
Koshinski Asset Management
Illinois
$1.56M +$228K +2,532 +17%
EWM
755
EPG Wealth Management
Georgia
$1.54M +$1.54M +17,129 New
HNWAG
756
High Net Worth Advisory Group
Florida
$1.54M – – –
CIG
757
Cullen Investment Group
Louisiana
$1.54M +$2.89K +32 +0.2%
AGP
758
Autumn Glory Partners
Texas
$1.53M +$796K +8,823 +108%
NSEDCP
759
NJ State Employees Deferred Compensation Plan
New Jersey
$1.53M – – –
SBIA
760
Sheaff Brock Investment Advisors
Indiana
$1.53M -$875K -9,700 -36%
LA
761
LVW Advisors
New York
$1.52M +$170K +1,889 +13%
CB
762
Centennial Bank
Arkansas
$1.51M -$6.04K -67 -0.4%
STA
763
Smith Thornton Advisors
Alabama
$1.51M +$309K +3,424 +26%
GG
764
Gleason Group
Kentucky
$1.51M +$12.1K +134 +0.8%
CWS
765
Confluence Wealth Services
Pennsylvania
$1.5M -$210K -2,333 -12%
MYLI
766
Meiji Yasuda Life Insurance
Japan
$1.49M -$77.7K -862 -5%
CI Investments Inc
767
CI Investments Inc
Ontario, Canada
$1.49M -$145K -1,608 -9%
SWM
768
SeaCrest Wealth Management
New York
$1.48M -$34.7K -385 -2%
IIM
769
Ipswich Investment Management
Massachusetts
$1.48M – – –
LI
770
LVZ Inc
Michigan
$1.47M -$6.49K -72 -0.4%
VFA
771
Valeo Financial Advisors
Indiana
$1.47M +$76.4K +847 +5%
AO
772
Advisor OS
Illinois
$1.46M +$162K +1,792 +12%
CA
773
CapWealth Advisors
Tennessee
$1.45M +$63.2K +701 +5%
KA
774
Kovack Advisors
Florida
$1.45M -$63.4K -703 -4%
FDCDDQ
775
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.45M +$31.1K +345 +2%
29 30
31
32 33