SO icon

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 %
GWA
1051
Geometric Wealth Advisors
District of Columbia
$722K – – –
WAL
1052
W Advisors LLC
Tennessee
$720K +$7.85K +87 +1%
AWM
1053
Aprio Wealth Management
Georgia
$719K +$3.61K +40 +0.5%
CT
1054
Chicago Trust
Illinois
$717K +$22.3K +247 +3%
GCS
1055
Gordian Capital (Singapore)
Singapore
$717K +$339K +3,760 +90%
PWPS
1056
Pinnacle Wealth Planning Services
Ohio
$716K -$17.3K -192 -2%
MSWM
1057
McGlone Suttner Wealth Management
Wisconsin
$715K +$129K +1,431 +22%
BWA
1058
BlueChip Wealth Advisors
Georgia
$711K -$148K -1,637 -17%
LFG
1059
Larson Financial Group
Missouri
$710K +$394K +4,373 +125%
MAM
1060
McLean Asset Management
Virginia
$709K +$90 +1 +0%
IWA
1061
IVC Wealth Advisors
Pennsylvania
$708K +$3.79K +42 +0.5%
YIH
1062
Y-Intercept (HK)
Hong Kong
$708K +$469K +5,198 +196%
WDG
1063
Wealth Dimensions Group
Ohio
$706K -$5.41K -60 -0.8%
NG
1064
Norden Group
Utah
$706K +$51.9K +575 +8%
FA
1065
Faithward Advisors
Pennsylvania
$702K – – –
GM
1066
GeoWealth Management
Illinois
$700K -$27.3K -303 -4%
PSFG
1067
Prairie Sky Financial Group
Illinois
$698K – – –
RIA
1068
Richwood Investment Advisors
Ohio
$697K -$2.25K -25 -0.3%
NAG
1069
Northstar Advisory Group
New Jersey
$695K +$13.2K +146 +2%
WWM
1070
Wagner Wealth Management
South Carolina
$693K -$205K -2,274 -23%
GBT
1071
Grove Bank & Trust
Florida
$692K +$6.04K +67 +0.9%
MAM
1072
Mainsail Asset Management
Alabama
$688K – – –
AAS
1073
Ameritas Advisory Services
Nebraska
$688K -$21.8K -242 -3%
CFB
1074
Cullen/Frost Bankers
Texas
$684K -$58.6K -650 -8%
FT
1075
Fiduciary Trust
Massachusetts
$682K +$26.1K +289 +4%
41 42
43
44 45