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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 %
AFM
1426
Armstrong Fleming & Moore
District of Columbia
$350K – – –
FC
1427
Fusion Capital
South Carolina
$350K +$902 +10 +0.3%
PAM
1428
Peak Asset Management
Colorado
$349K -$30.7K -340 -8%
LCM
1429
LCM Capital Management
Illinois
$348K -$9.92K -110 -3%
NCM
1430
Narwhal Capital Management
Georgia
$348K – – –
SC
1431
Searle & Co
Connecticut
$348K -$173K -1,914 -33%
RIA
1432
Realta Investment Advisors
Delaware
$348K -$1.01M -11,209 -74%
CWM
1433
Cabot Wealth Management
Massachusetts
$348K – – –
CT
1434
Colonial Trust
South Carolina
$347K +$217K +2,401 +166%
FCA
1435
FLC Capital Advisors
California
$346K – – –
QC
1436
Quent Capital
New York
$346K -$3.25K -36 -0.9%
EGM
1437
Engineers Gate Manager
New York
$345K +$345K +3,826 New
TFA
1438
Trinity Financial Advisors
Ohio
$345K +$1.04K +11 +0.3%
BDL
1439
Bey-Douglas LLC
Georgia
$344K – – –
MIC
1440
Meridian Investment Counsel
California
$343K – – –
CM
1441
Cornerstone Management
Georgia
$342K -$766K -8,498 -69%
GA
1442
Geller Advisors
New York
$342K +$15.4K +171 +5%
PIM
1443
Plato Investment Management
Australia
$342K +$39.1K +434 +13%
PGAM
1444
Princeton Global Asset Management
New Jersey
$342K +$60.1K +666 +21%
FBB
1445
Fulton Breakefield Broenniman
Maryland
$341K – – –
CCG
1446
Catalina Capital Group
California
$340K +$41.8K +464 +14%
JFGIW
1447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K -$33.1K -367 -9%
OBGC
1448
O'Brien Greene & Co
Pennsylvania
$338K -$6.4K -71 -2%
LAS
1449
Lloyd Advisory Services
Georgia
$337K -$100K -1,109 -23%
WFA
1450
WMG Financial Advisors
Tennessee
$337K +$541 +6 +0.2%
56 57
58
59 60