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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 %
SS
1226
Sunbelt Securities
Texas
$502K -$21K -233 -4%
FHA
1227
Flagship Harbor Advisors
Massachusetts
$502K +$502K +5,567 New
LA
1228
Lifeworks Advisors
Michigan
$501K +$136K +1,510 +37%
AC
1229
AlphaCore Capital
California
$498K +$2.62K +29 +0.5%
MCP
1230
Mirador Capital Partners
California
$498K +$14.2K +157 +3%
CTA
1231
Colonial Trust Advisors
South Carolina
$498K -$4.51K -50 -0.9%
M
1232
MOTCO
Texas
$498K +$243K +2,693 +95%
SAM
1233
Shell Asset Management
Netherlands
$496K +$496K +5,501 New
FFM
1234
Forum Financial Management
Illinois
$495K -$87.5K -970 -15%
DLHL
1235
Donald L. Hagan LLC
Florida
$495K – – –
CAAS
1236
Capital Asset Advisory Services
Michigan
$493K +$9.29K +104 +2%
SWP
1237
Significant Wealth Partners
Illinois
$493K +$37.1K +411 +8%
NAS
1238
Nicolet Advisory Services
Wisconsin
$493K +$1.45K +16 +0.3%
AIIMS
1239
Analyst IMS Investment Management Services
Israel
$492K +$225K +2,498 +85%
MC
1240
Mathes Company
New York
$491K – – –
PWMG
1241
Pinnacle Wealth Management Group
Michigan
$489K – – –
CA
1242
Cornerstone Advisory
Maryland
$487K +$3.97K +44 +0.8%
SF
1243
Slagle Financial
Illinois
$487K -$99.3K -1,101 -17%
PWAM
1244
Pinnacle West Asset Management
Wyoming
$487K – – –
WIC
1245
Wilkins Investment Counsel
Massachusetts
$487K – – –
BCM
1246
Bienville Capital Management
New York
$487K – – –
AWA
1247
Aaron Wealth Advisors
Illinois
$487K +$72.1K +799 +17%
DWM
1248
Dogwood Wealth Management
Kansas
$486K +$10.3K +114 +2%
NMM
1249
Naples Money Management
Florida
$486K – – –
DIP
1250
Davis Investment Partners
North Carolina
$484K +$92 +1 +0%
48 49
50
51 52