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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 %
CHA
1001
Carmichael Hill & Associates
Maryland
$827K +$44.8K +497 +6%
JSL
1002
JT Stratford LLC
Georgia
$826K +$136K +1,511 +20%
ECG
1003
Edge Capital Group
Georgia
$823K – – –
WDC
1004
Woodward Diversified Capital
California
$820K -$41.4K -459 -5%
MG
1005
Mather Group
Illinois
$819K -$881K -9,768 -52%
WTFG
1006
Wells Trecaso Financial Group
Ohio
$817K – – –
RCAG
1007
Rehmann Capital Advisory Group
Michigan
$815K +$16.7K +185 +2%
BSTWA
1008
Blake Schutter Theil Wealth Advisors
Ohio
$813K +$813K +9,018 New
EWA
1009
Exencial Wealth Advisors
Oklahoma
$812K +$29K +322 +4%
HAS
1010
HBW Advisory Services
California
$809K +$556K +6,162 +219%
CCG
1011
Cypress Capital Group
Florida
$809K +$1.8K +20 +0.2%
CBOR
1012
Community Bank of Raymore
Missouri
$807K – – –
MWM
1013
Modera Wealth Management
New Jersey
$806K -$9.83K -109 -1%
CCFM
1014
Clear Creek Financial Management
Washington
$803K -$40K -443 -5%
MFC
1015
Mechanics Financial Corp
Ohio
$802K +$34.2K +379 +4%
FNC
1016
First National Corp
Massachusetts
$802K -$86.8K -962 -10%
MBT
1017
Montecito Bank & Trust
California
$800K +$48.4K +537 +6%
CWP
1018
Capital Wealth Planning
Florida
$800K +$800K +8,872 New
MWA
1019
Midland Wealth Advisors
Illinois
$800K -$475K -5,267 -37%
PNC
1020
Park National Corp
Ohio
$799K -$25.1K -278 -3%
SDAM
1021
Shulman DeMeo Asset Management
New York
$796K +$3.52K +39 +0.4%
GCM
1022
Gables Capital Management
Florida
$793K – – –
SFI
1023
Siemens Fonds Invest
Germany
$793K +$175K +1,941 +28%
ACGA
1024
Atlanta Consulting Group Advisors
Georgia
$792K +$792K +8,787 New
KIG
1025
Kennedy Investment Group
New Jersey
$789K -$18.9K -210 -2%
39 40
41
42 43