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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 %
HP
1326
Holistic Planning
Texas
$419K +$419K +4,644 New
P
1327
Pitcairn
Pennsylvania
$418K -$64.2K -712 -13%
TCOT
1328
Trust Company of Toledo
Ohio
$418K -$33.8K -375 -7%
CFO
1329
Callan Family Office
Pennsylvania
$418K +$15.2K +168 +4%
MF
1330
Meridian Financial
Massachusetts
$417K – – –
AA
1331
Advisory Alpha
Michigan
$416K +$60.2K +667 +17%
DSC
1332
Duncker Streett & Co
Missouri
$416K – – –
TWM
1333
Triton Wealth Management
Arizona
$415K -$11K -121 -3%
LJAC
1334
L.J. Altfest & Co
New York
$414K +$57.6K +639 +16%
SQA
1335
Simon Quick Advisors
New Jersey
$414K +$62.7K +695 +18%
MPCA
1336
Madison Park Capital Advisors
Washington
$413K +$451 +5 +0.1%
AFA
1337
American Financial Advisors
Georgia
$413K -$104K -1,151 -20%
FWM
1338
Fonville Wealth Management
Virginia
$413K +$23.9K +265 +6%
PCH
1339
PGIM Custom Harvest
New Jersey
$411K +$411K +4,563 New
VC
1340
Veracity Capital
Georgia
$411K +$8.12K +90 +2%
HFAS
1341
Hummer Financial Advisory Services
Illinois
$410K – – –
SEP
1342
Southland Equity Partners
Missouri
$407K -$12K -133 -3%
SAM
1343
Seelaus Asset Management
New Jersey
$407K +$13.5K +150 +3%
SAF
1344
Smith Anglin Financial
Texas
$406K +$90 +1 +0%
WEG
1345
World Equity Group
Illinois
$406K +$1.53K +17 +0.4%
CICI
1346
Capital Investment Counsel Inc
North Carolina
$406K – – –
UF
1347
Univest Financial
Pennsylvania
$405K +$141K +1,564 +53%
CCFCSB
1348
Cape Cod Five Cents Savings Bank
Massachusetts
$404K -$12.4K -137 -3%
AF
1349
Apexium Financial
Texas
$403K +$38.6K +428 +11%
MA
1350
MKT Advisors
California
$403K -$27.5K -300 -6%
52 53
54
55 56