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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.

Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.79%
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
1
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
2
GQG Partners
Florida
$1.49B
3
BlackRock
3
BlackRock
New York
$7.26B
4
State Street
4
State Street
Massachusetts
$5.31B
5
Amundi
5
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
2
Franklin Resources
California
$1.27B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$266M
4
CIA
4
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$80.1M +$1.42M +15,738 +2%
CAI
77
Capital Advisors Inc
Oklahoma
$78.9M +$1.52M +16,899 +2%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$76.2M -$287M -3,181,008 -79%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$73.1M +$2.84M +31,507 +4%
WG
80
Welch Group
Alabama
$70.9M -$321K -3,560 -0.5%
ORIO
81
Old Republic International (ORI)
Illinois
$69.1M – – –
Truist Financial
82
Truist Financial
North Carolina
$66.7M -$5.71M -63,356 -8%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$66M +$37.8M +418,896 +134%
Victory Capital Management
84
Victory Capital Management
Texas
$65.3M -$7.03M -77,999 -10%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$64.9M +$3.51M +38,915 +6%
Citadel Advisors
86
Citadel Advisors
Florida
$64.4M +$15.1M +167,706 +31%
Prudential Financial
87
Prudential Financial
New Jersey
$63.3M -$942K -10,448 -1%
First Trust Advisors
88
First Trust Advisors
Illinois
$58.2M +$188K +2,090 +0.3%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$56.3M +$3.1M +34,341 +6%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$53.3M -$968K -10,735 -2%
Canada Life
91
Canada Life
Manitoba, Canada
$53.2M +$2.26M +25,047 +4%
VDI
92
Vaughan David Investments
Illinois
$51.2M -$151K -1,669 -0.3%
CIA
93
Capital Investment Advisors
Georgia
$51.2M +$951K +10,543 +2%
Nomura Asset Management
94
Nomura Asset Management
Japan
$49.5M +$19.4M +215,029 +65%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$49.3M +$32.8M +363,871 +198%
CII
96
Capital International Inc
California
$48.4M -$3.89M -43,178 -7%
Osaic Holdings
97
Osaic Holdings
Arizona
$47.6M +$1.2M +13,324 +3%
CVA
98
Ceredex Value Advisors
Florida
$47.3M -$4.13M -45,821 -8%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$46.9M -$725K -8,039 -2%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$46.4M -$317K -3,511 -0.7%
2 3
4
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