SO icon

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
28.79%
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
$4.94B
2
GQG Partners
GQG Partners
Florida
$1.49B
3
BlackRock
BlackRock
New York
$7.26B
4
State Street
State Street
Massachusetts
$5.31B
5
Amundi
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
Franklin Resources
California
$1.27B
3
Federated Hermes
Federated Hermes
Pennsylvania
$266M
4
CIA
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
126
Fidelity International
Bermuda
$32.6M -$12.5M -138,419 -28%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$32.5M -$11.7M -129,987 -27%
Adage Capital Partners
128
Adage Capital Partners
Massachusetts
$32.1M -$26.4M -293,100 -45%
EWA
129
EP Wealth Advisors
California
$32M +$210K +2,326 +0.7%
Boston Partners
130
Boston Partners
Massachusetts
$31.1M +$1.8M +20,012 +6%
GHA
131
GW Henssler & Associates
Georgia
$30.8M -$354K -3,931 -1%
MML Investors Services
132
MML Investors Services
Massachusetts
$30.8M +$1.94M +21,497 +7%
SO
133
STRS Ohio
Ohio
$30.8M -$536K -5,944 -2%
EIP
134
Energy Income Partners
Connecticut
$30.6M -$71.4M -792,250 -70%
II
135
IFM Investors
Australia
$29.7M -$3.13M -34,681 -10%
American Century Companies
136
American Century Companies
Missouri
$29.4M +$5.01M +55,527 +21%
IGAM
137
iA Global Asset Management
Quebec, Canada
$29.2M +$1.56M +17,245 +6%
APG Asset Management
138
APG Asset Management
Netherlands
$29M -$102M -1,260,617 -78%
BGIM
139
Brandywine Global Investment Management
Pennsylvania
$28.8M -$49.5M -550,674 -63%
VanEck Associates
140
VanEck Associates
New York
$28.6M +$709K +7,527 +3%
FHA
141
First Horizon Advisors
Tennessee
$28.4M +$492K +5,459 +2%
ASRS
142
Arizona State Retirement System
Arizona
$28.3M -$251K -2,780 -0.9%
SOMRS
143
State of Michigan Retirement System
Michigan
$26.9M -$144K -1,600 -0.5%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$26.7M +$1.76M +19,517 +7%
KAS
145
Kestra Advisory Services
Texas
$26.6M -$3.85M -42,722 -13%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$26.2M -$1.45M -16,037 -5%
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$26.2M +$653K +7,236 +3%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$26M +$12.6M +140,151 +94%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$25.9M +$344K +3,820 +1%
SG Americas Securities
150
SG Americas Securities
New York
$25.8M +$6.47M +71,749 +34%
4 5
6
7 8