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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 %
FCM
851
Fourpath Capital Management
Oklahoma
$1.15M -$322K -3,576 -22%
TPI
852
Trust Point Inc
Wisconsin
$1.14M -$32.3K -358 -3%
LGA
853
Lebenthal Global Advisors
New York
$1.14M +$549K +6,089 +92%
MWM
854
Mission Wealth Management
California
$1.14M +$109K +1,207 +11%
EWM
855
Evercore Wealth Management
New York
$1.13M -$36.1K -400 -3%
RP
856
Rowlandmiller & Partners
Georgia
$1.13M -$185K -2,050 -14%
CCWM
857
Cassaday & Co Wealth Management
Virginia
$1.13M +$93.6K +1,038 +9%
SA
858
SRH Advisors
Kansas
$1.13M – – –
BFS
859
Bard Financial Services
Connecticut
$1.13M -$367K -4,065 -25%
WW
860
Waterfront Wealth
Kansas
$1.12M +$19.5K +216 +2%
CAM
861
Columbia Asset Management
Michigan
$1.12M +$361 +4 +0%
CCT
862
Chemung Canal Trust
New York
$1.12M -$127K -1,406 -10%
FWP
863
Firethorn Wealth Partners
Georgia
$1.11M +$162K +1,795 +17%
SOS
864
Silver Oak Securities
Tennessee
$1.11M +$5.05K +56 +0.5%
BAM
865
Belpointe Asset Management
Nevada
$1.11M +$202K +2,238 +22%
GWANC
866
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.11M – – –
MSA
867
Marino Stram & Associates
Massachusetts
$1.11M +$12.1K +134 +1%
AIMA
868
Ables Iannone Moore & Associates
Georgia
$1.1M -$143K -1,582 -11%
BCM
869
BluePath Capital Management
Georgia
$1.1M +$3.25K +36 +0.3%
LCM
870
Leisure Capital Management
California
$1.1M +$1.1M +12,156 New
Grantham, Mayo, Van Otterloo & Co (GMO)
871
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09M +$1.09M +12,124 New
FSA
872
Financial Security Advisor
Virginia
$1.09M +$744K +8,248 +214%
BIM
873
Baldwin Investment Management
Pennsylvania
$1.09M -$36.2K -401 -3%
WFS
874
Widmann Financial Services
Maryland
$1.08M -$37.4K -415 -3%
AFC
875
AFT Forsyth & Company
Florida
$1.08M – – –
33 34
35
36 37