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Southern Company
SO

2,003 hedge funds and large institutions have $66.8B invested in Southern Company in 2024 Q3 according to their latest regulatory filings, with 217 funds opening new positions, 775 increasing their positions, 701 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 74

65% more call options, than puts

Call options by funds: $609M | Put options by funds: $370M

38% more funds holding in top 10

Funds holding in top 10: 16 → 22 (+6)

18% more capital invested

Capital invested by funds: $56.8B → $66.8B (+$10B)

11% more repeat investments, than reductions

Existing positions increased: 775 | Existing positions reduced: 701

6% more funds holding

Funds holding: 1,881 → 2,003 (+122)

0.93% more ownership

Funds ownership: 66.98% → 67.91% (+0.93%)

Holders
2,003
Holders Change
+122
Holders Change %
+6.49%
% of All Funds
28.76%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
217
Increased
775
Reduced
701
Closed
74
Calls
$609M
Puts
$370M
Net Calls
+$239M
Net Calls Change
+$71.5M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.26B
2
GQG Partners
GQG Partners
Florida
+$246M
3
BlackRock
BlackRock
New York
+$239M
4
State Street
State Street
Massachusetts
+$132M
5
IAIM
International Assets Investment Management
Florida
+$127M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$272M
2
Franklin Resources
Franklin Resources
California
-$185M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$160M
4
CIA
ClearBridge Investments (Australia)
Australia
-$135M
5
N
Nuveen
North Carolina
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1601
44 Wealth Management
Oregon
$267K +$243K +2,840 New
Acadian Asset Management
1602
Acadian Asset Management
Massachusetts
$267K +$78.3K +917 +45%
LGG
1603
Luts & Greenleigh Group
Maryland
$266K +$1.54K +18 +0.6%
BWG
1604
Berry Wealth Group
Texas
$265K -$1.2K -14 -0.5%
JIC
1605
Joel Isaacson & Co
New York
$265K +$1.2K +14 +0.5%
EFG
1606
Everhart Financial Group
Ohio
$265K +$251K +2,934 New
HIC
1607
Harvey Investment Company
Kentucky
$264K – – –
SGCA
1608
Steel Grove Capital Advisors
Tennessee
$264K -$2.12M -24,861 -89%
FPGT
1609
Financial Partners Group (Tennessee)
Tennessee
$263K – – –
MW
1610
Marcum Wealth
Ohio
$261K -$36.9K -432 -13%
LWA
1611
Ledgewood Wealth Advisors
New Hampshire
$261K +$247K +2,892 New
AIC
1612
Argus Investors Counsel
New York
$260K +$11.6K +136 +5%
CAM
1613
Councilmark Asset Management
Tennessee
$260K – – –
RWP
1614
Revolve Wealth Partners
New Jersey
$260K +$246K +2,879 New
AIA
1615
Alera Investment Advisors
Illinois
$260K +$6.41K +75 +3%
OL
1616
OneFund LLC
Florida
$259K +$1.79K +21 +0.7%
DWAM
1617
Duncan Williams Asset Management
Tennessee
$259K +$245K +2,867 New
BMM
1618
Buffington Mohr McNeal
Idaho
$257K +$243K +2,845 New
IA
1619
Inspire Advisors
Idaho
$256K +$243K +2,844 New
RRCM
1620
Rappaport Reiches Capital Management
Illinois
$256K +$243K +2,844 New
Optiver Holding
1621
Optiver Holding
Netherlands
$256K +$243K +2,843 New
NEWAS
1622
N.E.W. Advisory Services
Wisconsin
$256K +$243K +2,840 New
SFS
1623
Strategic Financial Services
New York
$256K – – –
NSAM
1624
North Star Asset Management
Wisconsin
$256K +$854 +10 +0.4%
BWM
1625
Birchcreek Wealth Management
Ohio
$256K +$10.3K +121 +4%
63 64
65
66 67

SO Hedge Fund Activity: Q3 2024 in Review

2,003 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2024, worth a combined $66.8B — up 18% from $56.8B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new SO positions and 74 closed out — a net gain of 143 holders — while 775 added to existing stakes and 701 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.26B. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $272M.

  • 2,003 institutional investors held Southern Company (SO) as of Q3 2024, up from 1,881 in Q2 2024.
  • Funds reported $66.8B of Southern Company stock for Q3 2024, up 18% quarter-over-quarter.
  • 217 funds opened new Southern Company positions in Q3 2024 and 74 closed out, a net change of +143 holders.
  • The largest Southern Company buyer in Q3 2024 was JP Morgan Chase, an estimated $1.26B added.
  • The largest Southern Company seller in Q3 2024 was Mitsubishi UFJ Trust & Banking, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2024.