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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 %
LOIP
901
Live Oak Investment Partners
Texas
$1.04M -$895K – –
NIM
902
Nicollet Investment Management
Minnesota
$1.03M – – –
NL
903
NWAM LLC
Washington
$1.03M +$1.03M +11,449 New
TL
904
Tradewinds LLC
North Carolina
$1.02M -$25.3K -281 -2%
SFS
905
Stiles Financial Services
Minnesota
$1.02M +$110K +1,218 +12%
V
906
ViaWealth
Kansas
$1.02M – – –
BWP
907
Balboa Wealth Partners
Arizona
$1.02M +$18.3K +203 +2%
CI
908
Cigna Investments
Connecticut
$1.02M -$14.6K -162 -1%
TBNY
909
Trustco Bank (New York)
New York
$1.02M -$225K -2,500 -18%
NC
910
NovaPoint Capital
Georgia
$1.01M +$63K +699 +7%
PCG
911
Prosperity Consulting Group
Maryland
$1.01M +$93.8K +1,040 +10%
SFP
912
Shepherd Financial Partners
Massachusetts
$1M -$70.3K -780 -7%
1IA
913
1620 Investment Advisors
Massachusetts
$1M -$4.51K -50 -0.4%
WIA
914
World Investment Advisors
California
$999K +$515K +5,713 +106%
RAG
915
RIA Advisory Group
Iowa
$998K +$998K +11,063 New
LG
916
LaFleur & Godfrey
Michigan
$997K -$8.39K -93 -0.8%
QCG
917
Quadrant Capital Group
Ohio
$993K -$451 -5 -0%
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$992K +$358K +3,969 +56%
MWM
919
Mosley Wealth Management
California
$992K +$393K +4,239 +66%
AA
920
Ancora Advisors
Ohio
$989K +$85.1K +944 +9%
KCIC
921
Kuhn & Co Investment Counsel
Illinois
$986K – – –
FCP
922
Fidelis Capital Partners
Florida
$981K +$9.79K +104 +1%
VWM
923
Venturi Wealth Management
Texas
$981K -$29.4K -326 -3%
PA
924
Procyon Advisors
Connecticut
$979K -$162K -1,796 -14%
VF
925
Vest Financial
Virginia
$978K +$650K +7,211 +198%
35 36
37
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