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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 %
LWA
801
Lineweaver Wealth Advisors
Ohio
$1.33M +$41.6K +461 +3%
SCM
802
Spreng Capital Management
Ohio
$1.32M -$307K -3,400 -19%
GC
803
Grimes & Company
Massachusetts
$1.32M +$211K +2,341 +19%
BG
804
Bahl & Gaynor
Ohio
$1.32M +$95.6K +1,060 +8%
FC
805
FCA Corp
Texas
$1.31M +$1.31M +14,561 New
PTC
806
Philadelphia Trust Company
Pennsylvania
$1.31M -$99.2K -1,100 -7%
RDWM
807
Red Door Wealth Management
Tennessee
$1.3M +$48.1K +533 +4%
SC
808
Scotia Capital
Ontario, Canada
$1.3M +$849K +9,413 +188%
WPC
809
Wedmont Private Capital
Pennsylvania
$1.3M +$178K +2,002 +16%
QI
810
Qtron Investments
Massachusetts
$1.3M +$446K +4,948 +52%
PCS
811
Personal CFO Solutions
New Jersey
$1.3M +$5.86K +65 +0.5%
ONB
812
Old National Bancorp
Indiana
$1.29M -$32.9K -365 -2%
RFA
813
Register Financial Advisors
Georgia
$1.29M -$313K -3,473 -20%
RPCONE
814
Retirement Planning Company of New England
Rhode Island
$1.29M +$4.33K +48 +0.3%
CCG
815
Chatham Capital Group
Georgia
$1.29M +$4.51K +50 +0.4%
XF
816
XML Financial
Maryland
$1.28M +$100K +1,113 +8%
DG
817
DMC Group
Alabama
$1.28M -$40.9K -454 -3%
TT
818
TI-Trust
Illinois
$1.28M – – –
CCP
819
Clough Capital Partners
Massachusetts
$1.28M +$1.28M +14,208 New
BCP
820
Berkeley Capital Partners
Georgia
$1.28M +$45.1K +500 +4%
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$1.27M +$104K +1,149 +9%
FLPIM
822
F.L. Putnam Investment Management
Massachusetts
$1.26M -$68.5K -753 -5%
DA
823
Detalus Advisors
Missouri
$1.25M +$326K +3,614 +35%
FWM
824
ForthRight Wealth Management
Georgia
$1.25M +$8.84K +98 +0.7%
WB
825
West Bancorporation
Iowa
$1.25M – – –
31 32
33
34 35