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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 %
CM
876
Columbus Macro
Pennsylvania
$1.08M -$48.5K -540 -4%
VIM
877
Vinva Investment Management
Australia
$1.08M -$597K -6,628 -36%
RL
878
Rogco LP
Oklahoma
$1.08M -$3.07K -34 -0.3%
AFG
879
Allegheny Financial Group
Pennsylvania
$1.07M +$436K +4,834 +68%
CFA
880
CWS Financial Advisors
Michigan
$1.07M +$78.5K +871 +8%
CCA
881
Cobblestone Capital Advisors
New York
$1.07M +$16.2K +180 +2%
NP
882
Ninepoint Partners
Ontario, Canada
$1.06M +$1.06M +11,790 New
AAM
883
AMI Asset Management
California
$1.06M -$2.07K -23 -0.2%
SCI
884
Stableford Capital II
Arizona
$1.06M -$143K -1,602 -12%
RCI
885
RS Crum Inc
California
$1.06M -$36.1K -400 -3%
CIC
886
Carnegie Investment Counsel
Ohio
$1.06M -$45.1K -500 -4%
VA
887
Valmark Advisers
Ohio
$1.06M +$40.8K +452 +4%
FHB
888
First Hawaiian Bank
Hawaii
$1.06M +$221K +2,447 +26%
CIAS
889
CFS Investment Advisory Services
New Jersey
$1.06M -$1.06M -11,741 -50%
JIP
890
Jaffetilchin Investment Partners
Florida
$1.05M -$12.8K -142 -1%
BB
891
Busey Bank
Illinois
$1.05M -$108K -1,200 -9%
SIC
892
Sterling Investment Counsel
New York
$1.05M +$101K +1,121 +11%
BIG
893
Bush Investment Group
Georgia
$1.05M -$6.22K -69 -0.6%
GWM
894
GSB Wealth Management
Connecticut
$1.05M -$3.16K -35 -0.3%
DAS
895
Diversify Advisory Services
Utah
$1.04M +$301K +3,237 +41%
MWM
896
Marietta Wealth Management
Georgia
$1.04M -$88.7K -984 -8%
HBT
897
Hills Bank & Trust
Iowa
$1.04M -$509K -5,649 -33%
RMC
898
Resources Management Corp
Connecticut
$1.04M -$15.8K -175 -1%
PA
899
Parallel Advisors
California
$1.04M +$152K +1,684 +17%
BFC
900
Blue Fin Capital
Rhode Island
$1.04M -$12.9K -143 -1%
34 35
36
37 38