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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 %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$44.8M +$44.8M +497,044 New
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.7M -$473K -5,242 -1%
Asset Management One
103
Asset Management One
Japan
$44M +$673K +7,460 +2%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$43.6M -$2.35M -26,067 -5%
SEI Investments
105
SEI Investments
Pennsylvania
$43.4M -$11.4M -126,962 -21%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$43.2M +$177K +1,960 +0.4%
DnB Asset Management
107
DnB Asset Management
Norway
$42.5M +$5.43M +60,229 +15%
RAM
108
Resona Asset Management
Japan
$39M -$755K -8,368 -2%
BG
109
Bollard Group
Massachusetts
$38.4M -$2.8M -31,042 -7%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$38.3M +$1.99M +21,998 +5%
GF
111
Gabelli Funds
New York
$38.1M -$753K -8,350 -2%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$38M -$4.45M -49,381 -10%
US Bancorp
113
US Bancorp
Minnesota
$37.9M -$247K -2,741 -0.6%
SGC
114
Slocum, Gordon & Co
Rhode Island
$37.7M +$37.6M +907,219 +59,141%
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$36.5M +$1.67M +18,483 +5%
MAM
116
Magellan Asset Management
Australia
$36.3M -$2.48M -27,519 -6%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$36.1M +$213K +2,362 +0.6%
SA
118
Sanctuary Advisors
Indiana
$35.4M +$2.53M +28,889 +8%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$35.2M +$88.7K +985 +0.3%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$35M +$2.95M +32,722 +9%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$34.5M +$509K +5,639 +1%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$34.2M -$1.46M -16,211 -4%
Mariner
123
Mariner
Kansas
$34M +$990K +10,983 +3%
Creative Planning
124
Creative Planning
Kansas
$33.2M +$1.08M +12,011 +3%
LOIM
125
Liberty One Investment Management
Illinois
$33.2M -$22.9K -254 -0.1%
3 4
5
6 7