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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 %
ACS
826
Archford Capital Strategies
Illinois
$1.24M -$98.2K -1,093 -7%
MFIM
827
Mesirow Financial Investment Management
Illinois
$1.24M +$104K +1,157 +9%
RWP
828
RWA Wealth Partners
Massachusetts
$1.24M +$137K +1,519 +12%
SSWM
829
Sheets Smith Wealth Management
North Carolina
$1.23M -$10.6K -117 -0.8%
EFMC
830
Empire Financial Management Company
New York
$1.23M – – –
RWM
831
Ritholtz Wealth Management
New York
$1.23M +$223K +2,476 +22%
FFM
832
Fullerton Fund Management
Singapore
$1.23M +$628K +6,969 +105%
SAM
833
SignalPoint Asset Management
Missouri
$1.23M -$8.83K -98 -0.7%
MIC
834
Means Investment Company
Maine
$1.23M -$36K -399 -3%
BJL
835
Brighton Jones LLC
Washington
$1.22M -$26.1K -289 -2%
RFA
836
Rollins Financial Advisors
New York
$1.22M +$130K +1,447 +12%
CFS
837
Cannon Financial Strategists
Georgia
$1.2M +$317K +3,517 +36%
FTIS
838
First Trust Investment Solutions
Florida
$1.2M +$944K +10,466 +368%
UBV
839
United Bank (Virginia)
Virginia
$1.19M -$40.6K -450 -3%
CCA
840
Checchi Capital Advisers
California
$1.19M +$7.21K +80 +0.6%
PGF
841
Plan Group Financial
Oklahoma
$1.19M +$124K +1,371 +12%
GA
842
GoalVest Advisory
New York
$1.19M +$33K +366 +3%
IA
843
IFP Advisors
Florida
$1.18M -$1.54M -17,093 -57%
WWM
844
Wiser Wealth Management
Georgia
$1.18M +$1.18M +13,123 New
STA
845
Summit Trail Advisors
New York
$1.18M +$395K +4,380 +50%
1IA
846
1834 Investment Advisors
Wisconsin
$1.17M -$436K -4,836 -27%
BC
847
Burney Company
Virginia
$1.17M -$17.8K -197 -1%
CCB
848
Country Club Bank
Missouri
$1.16M +$2.07K +23 +0.2%
PAMG
849
Patton Albertson Miller Group
Tennessee
$1.16M -$38.3K -425 -3%
IAN
850
Integrated Advisors Network
Texas
$1.15M -$93.2K -1,033 -7%
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