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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 %
SL
1101
Sentry LLC
Tennessee
$642K +$271 +3 +0%
LIM
1102
Lathrop Investment Management
Arkansas
$641K +$19.7K +218 +3%
BIA
1103
Beacon Investment Advisors
Maryland
$641K +$1.8K +20 +0.3%
PAM
1104
Peninsula Asset Management
Florida
$639K – – –
FDS
1105
First Dallas Securities
Texas
$633K -$140K -1,550 -18%
AIA
1106
Angeles Investment Advisors
California
$633K +$14.8K +164 +2%
LBC
1107
Lowe Brockenbrough & Co
Virginia
$633K +$49.1K +544 +8%
CSB
1108
City State Bank
Iowa
$633K -$902 -10 -0.1%
PL
1109
Perpetual Ltd
Australia
$630K – – –
C1AG
1110
Client 1st Advisory Group
Florida
$628K +$14.2K +158 +2%
SIS
1111
Sound Income Strategies
Florida
$627K -$541 -6 -0.1%
BCG
1112
Breakwater Capital Group
New Jersey
$627K +$5.14K +57 +0.8%
CC
1113
Chicago Capital
Illinois
$626K – – –
NFG
1114
Nations Financial Group
Iowa
$625K -$7.4K -82 -1%
PG
1115
Patten Group
Tennessee
$625K +$56.9K +631 +10%
CT
1116
Clearstead Trust
Maine
$623K +$2.71K +30 +0.4%
BWP
1117
Baldwin Wealth Partners
Massachusetts
$623K +$271 +3 +0%
TW
1118
TritonPoint Wealth
Maryland
$622K +$27.6K +306 +5%
MAA
1119
Mraz Amerine & Associates
California
$621K – – –
WAAG
1120
Wealth Alliance Advisory Group
Kansas
$621K – – –
AHL
1121
Abel Hall LLC
Louisiana
$616K +$10.8K +120 +2%
ICM
1122
Islay Capital Management
Texas
$615K – – –
USB
1123
Union Savings Bank
Connecticut
$613K -$17.1K -190 -3%
SCA
1124
Stokes Capital Advisors
South Carolina
$613K – – –
HIP
1125
HUB Investment Partners
Texas
$612K +$76.7K +850 +14%
43 44
45
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