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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 %
DWM
1401
Drive Wealth Management
Utah
$362K +$9.47K +105 +3%
FA
1402
Fagan Associates
New York
$362K – – –
IC
1403
Inscription Capital
Texas
$361K -$24.7K -274 -6%
EWM
1404
Elmwood Wealth Management
California
$361K – – –
AA
1405
ALPS Advisors
Colorado
$361K +$361K +4,000 New
EC
1406
EntryPoint Capital
New York
$360K +$360K +3,997 New
O3W
1407
Omni 360 Wealth
New Jersey
$359K – – –
IFWM
1408
Institute for Wealth Management
Colorado
$359K -$21.2K -235 -6%
AWM
1409
Altus Wealth Management
Kentucky
$358K – – –
PFWA
1410
Paces Ferry Wealth Advisors
Georgia
$356K -$4.96K -55 -1%
GSEP
1411
Golden State Equity Partners
California
$356K -$794K -8,802 -69%
MIS
1412
Morningstar Investment Services
Illinois
$356K +$33.9K +376 +11%
BLAM
1413
Bourne Lent Asset Management
New York
$354K – – –
BAM
1414
Byrne Asset Management
New Jersey
$354K +$354K +3,925 New
PL
1415
Plancorp LLC
Missouri
$353K +$90 +1 +0%
BMO
1416
Beck Mack & Oliver
New York
$352K – – –
CGFA
1417
Colton Groome Financial Advisors
North Carolina
$352K – – –
SFA
1418
Semmax Financial Advisors
North Carolina
$352K +$2.46K +28 +0.7%
HBT
1419
Heartland Bank & Trust
Illinois
$351K +$1.35K +15 +0.4%
EIP
1420
Ellis Investment Partners
Pennsylvania
$351K +$1.8K +20 +0.5%
CAS
1421
Coppell Advisory Solutions
Texas
$351K -$1.26K -14 -0.4%
OFG
1422
Oxford Financial Group
Indiana
$351K -$129K -1,429 -27%
BBA
1423
BLB&B Advisors
Pennsylvania
$351K – – –
DWA
1424
Douglass Winthrop Advisors
New York
$350K -$47.2K -523 -12%
PWM
1425
Palumbo Wealth Management
New York
$350K +$34K +377 +11%
55 56
57
58 59