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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 %
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$1.45M -$15.8K -175 -1%
CSIC
777
Clifford Swan Investment Counsel
California
$1.45M -$72.1K -800 -5%
ATC
778
Adirondack Trust Company
New York
$1.45M -$16.8K -186 -1%
SSB
779
Sandy Spring Bank
Maryland
$1.43M +$4.06K +45 +0.3%
AM
780
AGF Management
Ontario, Canada
$1.43M -$9.79M -108,573 -87%
SFO
781
Stokes Family Office
Louisiana
$1.43M -$7.58K -84 -0.5%
SWM
782
Sculati Wealth Management
Michigan
$1.43M -$40.6K -450 -3%
FFN
783
Focus Financial Network
Minnesota
$1.42M +$4.96K +55 +0.4%
TW
784
TrinityPoint Wealth
Connecticut
$1.41M +$2.89K +32 +0.2%
CB
785
Cadence Bank
Mississippi
$1.41M +$38.8K +430 +3%
GAM
786
Griffin Asset Management
New York
$1.4M – – –
SB
787
Strategic Blueprint
Georgia
$1.4M -$133K -1,476 -9%
MSS
788
Mitchell Sinkler & Starr
Pennsylvania
$1.4M -$16.1K -204 -1%
FMTC
789
Farmers & Merchants Trust Company
California
$1.39M – – –
IP
790
Ignite Planners
California
$1.38M -$38.8K -430 -3%
AAIM
791
Asset Advisors Investment Management
Georgia
$1.37M -$15.5K -172 -1%
HWP
792
Highline Wealth Partners
California
$1.37M +$1.44K +16 +0.1%
PAG
793
Powers Advisory Group
Illinois
$1.37M -$1.98K -22 -0.1%
SAM
794
Silvercrest Asset Management
New York
$1.36M +$17.1K +190 +1%
EI
795
Ethic Inc
New York
$1.36M -$202K -2,817 -13%
DAM
796
Delta Asset Management
Tennessee
$1.35M -$158K -1,747 -10%
BTC
797
Bank & Trust Company
Illinois
$1.35M -$28.4K -315 -2%
TG
798
TCW Group
California
$1.35M -$31.8K -353 -2%
MMA
799
Miracle Mile Advisors
California
$1.34M +$9.02K +100 +0.7%
AssetMark Inc
800
AssetMark Inc
California
$1.34M -$166K -1,839 -11%
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