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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 %
Lazard Asset Management
926
Lazard Asset Management
New York
$973K – – –
PCA
927
Prosperity Capital Advisors
Ohio
$972K +$113K +1,252 +13%
SWM
928
Silverlake Wealth Management
Vermont
$967K – – –
WKWM
929
Walter & Keenan Wealth Management
Indiana
$966K +$1.35K +15 +0.1%
WA
930
Wealth Alliance
New York
$965K -$446K -4,945 -32%
JTWM
931
Jackson Thornton Wealth Management
Alabama
$962K +$271 +3 +0%
SLC
932
Second Line Capital
Louisiana
$958K -$49.2K -546 -5%
ESB
933
Essex Savings Bank
Connecticut
$956K +$109K +1,210 +13%
Members Trust
934
Members Trust
Florida
$954K -$17.9K -198 -2%
WIS
935
Wright Investors Service
Connecticut
$953K -$19.2K -213 -2%
FIM
936
Freedom Investment Management
Connecticut
$950K -$93.7K -1,039 -9%
CTA
937
Chesley Taft & Associates
Illinois
$948K – – –
FA
938
Fiduciary Alliance
South Carolina
$945K +$676K +7,491 +251%
SFG
939
Sunburst Financial Group
Alabama
$944K +$180 +2 +0%
MIM
940
Morningstar Investment Management
Illinois
$943K +$449 +5 +0%
BWA
941
Beam Wealth Advisors
Louisiana
$941K +$941K +10,432 New
BFM
942
Boston Financial Management
Massachusetts
$939K -$38.6K -428 -4%
IPAM
943
Investment Partners Asset Management
New Jersey
$937K +$22.2K +246 +2%
BFIC
944
Bedell Frazier Investment Counselling
California
$937K – – –
PT
945
Plimoth Trust
Massachusetts
$936K +$1.35K +15 +0.1%
FAIM
946
Financial Advocates Investment Management
Washington
$934K -$88.2K -978 -9%
BCWM
947
Bartlett & Co Wealth Management
Ohio
$933K -$49.5K -549 -5%
IB
948
Intrust Bank
Kansas
$928K -$139K -1,536 -13%
KMWM
949
Keudell/Morrison Wealth Management
Oregon
$927K -$125K -1,386 -12%
CPA
950
Court Place Advisors
Maryland
$927K -$45.1K -500 -5%
36 37
38
39 40