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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 %
CFP
1501
Catalyst Financial Partners
Massachusetts
$310K +$59.2K +657 +24%
KCM
1502
KRS Capital Management
Michigan
$309K -$23.9K -265 -7%
PTP
1503
Platform Technology Partners
New York
$309K -$5.14K -57 -2%
AGC
1504
Aspen Grove Capital
Colorado
$309K +$180 +2 +0.1%
PPP
1505
Private Portfolio Partners
New Jersey
$308K +$308K +3,417 New
FAM
1506
Family Asset Management
South Carolina
$307K – – –
MWM
1507
Merriman Wealth Management
Washington
$306K +$721 +8 +0.2%
EWS
1508
Eagle Wealth Strategies
New Jersey
$306K – – –
SAM
1509
Satovsky Asset Management
New York
$306K +$2.44K +27 +0.8%
GIA
1510
Gateway Investment Advisers
Ohio
$306K -$17K -188 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
1511
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$305K +$9.02K +100 +3%
BAM
1512
Boyar Asset Management
New York
$303K – – –
BTWM
1513
Brass Tax Wealth Management
Ohio
$303K +$303K +3,363 New
DDC
1514
DF Dent & Co
Maryland
$303K – – –
SAM
1515
Sompo Asset Management
Japan
$302K +$13.5K +150 +5%
GCP
1516
GSA Capital Partners
United Kingdom
$302K +$302K +3,345 New
PPH
1517
Pure Portfolios Holdings
Oregon
$298K +$298K +3,308 New
MFC
1518
Morris Financial Concepts
South Carolina
$298K +$902 +10 +0.3%
SWP
1519
Summit Wealth Partners
Florida
$297K – – –
NFG
1520
Nadler Financial Group
Illinois
$295K – – –
V
1521
VeraBank
Texas
$295K +$23.6K +262 +9%
PWM
1522
PBMares Wealth Management
Virginia
$295K +$24.6K +273 +9%
BFWM
1523
Bright Futures Wealth Management
New York
$295K +$83.6K +936 +40%
ATWA
1524
Arbor Trust Wealth Advisors
Michigan
$294K – – –
OTL
1525
Oak Thistle LLC
New York
$294K +$294K +3,260 New
59 60
61
62 63