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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 %
MW
1601
Marcum Wealth
Ohio
$261K -$39K -432 -13%
LWA
1602
Ledgewood Wealth Advisors
New Hampshire
$261K +$261K +2,892 New
AIC
1603
Argus Investors Counsel
New York
$260K +$12.3K +136 +5%
CAM
1604
Councilmark Asset Management
Tennessee
$260K – – –
RWP
1605
Revolve Wealth Partners
New Jersey
$260K +$260K +2,879 New
AIA
1606
Alera Investment Advisors
Illinois
$260K +$6.76K +75 +3%
OL
1607
OneFund LLC
Florida
$259K +$1.89K +21 +0.7%
DWAM
1608
Duncan Williams Asset Management
Tennessee
$259K +$259K +2,867 New
BMM
1609
Buffington Mohr McNeal
Idaho
$257K +$257K +2,845 New
IA
1610
Inspire Advisors
Idaho
$256K +$256K +2,844 New
RRCM
1611
Rappaport Reiches Capital Management
Illinois
$256K +$256K +2,844 New
Optiver Holding
1612
Optiver Holding
Netherlands
$256K +$256K +2,843 New
NEWAS
1613
N.E.W. Advisory Services
Wisconsin
$256K +$256K +2,840 New
SFS
1614
Strategic Financial Services
New York
$256K – – –
NSAM
1615
North Star Asset Management
Wisconsin
$256K +$902 +10 +0.4%
BWM
1616
Birchcreek Wealth Management
Ohio
$256K +$10.9K +121 +4%
WJWM
1617
Williams Jones Wealth Management
New York
$255K -$66.6K -738 -21%
FWM
1618
FSA Wealth Management
Massachusetts
$254K +$254K +2,812 New
WAM
1619
Worth Asset Management
Texas
$253K -$50.8K -563 -17%
FWM
1620
Finer Wealth Management
Massachusetts
$253K – – –
PBK
1621
Peoples Bank (Kansas)
Kansas
$253K – – –
SAG
1622
SageView Advisory Group
California
$251K -$434K -4,816 -63%
PHIC
1623
Pine Haven Investment Counsel
Massachusetts
$250K – – –
BB
1624
Berkshire Bank
Massachusetts
$250K +$250K +2,767 New
SFC
1625
Strategic Financial Concepts
Texas
$249K -$20.7M -229,317 -99%
63 64
65
66 67