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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 %
CRI
1376
Colonial River Investments
Virginia
$382K -$203K -2,254 -35%
AP
1377
Appleton Partners
Massachusetts
$381K – – –
HCM
1378
Hodges Capital Management
Texas
$379K -$3.23M -35,818 -90%
CFM
1379
Catalyst Funds Management
Australia
$379K +$207K +2,300 +121%
GAM
1380
GEM Asset Management
Michigan
$376K +$35.6K +400 +10%
BOPW
1381
Brandywine Oak Private Wealth
Pennsylvania
$375K – – –
SSC
1382
Syverson Strege & Co
Iowa
$374K -$2.71K -30 -0.7%
PMFA
1383
Plante Moran Financial Advisors
Michigan
$373K – – –
1SB
1384
1ST Source Bank
Indiana
$372K – – –
WJA
1385
Willis Johnson & Associates
Texas
$372K – – –
SAW
1386
Signal Advisors Wealth
Michigan
$372K +$372K +4,123 New
PIMG
1387
Patriot Investment Management Group
Tennessee
$371K – – –
PB
1388
Pinnacle Bancorp
Nebraska
$371K -$19.1K -212 -5%
BFC
1389
Bedel Financial Consulting
Indiana
$370K -$50.2K -557 -12%
LOPW
1390
Live Oak Private Wealth
North Carolina
$370K -$31.6K -350 -8%
CT
1391
Coastline Trust
Rhode Island
$368K -$451 -5 -0.1%
AC
1392
ASB Consultores
Florida
$368K – – –
ZF
1393
Zhang Financial
Michigan
$368K -$78.7K -873 -18%
MWM
1394
Mindset Wealth Management
Indiana
$367K +$367K +4,069 New
VSQM
1395
V-Square Quantitative Management
Illinois
$366K +$113K +1,256 +45%
PIM
1396
Penobscot Investment Management
Massachusetts
$365K – – –
RZH
1397
Relyea Zuckerberg Hanson
Connecticut
$365K +$4.06K +45 +1%
LA
1398
Latitude Advisors
Florida
$365K +$12.5K +139 +4%
MJRIC
1399
Mogy Joel R Investment Counsel
California
$364K -$117K -1,300 -24%
GPW
1400
Gentry Private Wealth
Kansas
$363K -$15.9K -176 -4%
54 55
56
57 58