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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 %
NC
1651
NBW Capital
Massachusetts
$237K -$51.6K -572 -18%
ACP
1652
Aveo Capital Partners
Colorado
$236K +$90 +1 +0%
NRW
1653
Nova R Wealth
Kansas
$236K +$180 +2 +0.1%
PJSIMP
1654
P.J. Schmidt Investment Management (PJS)
Wisconsin
$235K -$4.06K -45 -2%
BPWM
1655
Badgley Phelps Wealth Managers
Washington
$235K +$235K +2,610 New
LTI
1656
Laffer Tengler Investments
Tennessee
$234K – – –
PWP
1657
Private Wealth Partners
California
$234K – – –
IG
1658
ING Group
Netherlands
$234K +$234K +2,600 New
AA
1659
AlphaMark Advisors
Kentucky
$233K – – –
VCP
1660
Verus Capital Partners
Arizona
$233K +$233K +2,583 New
CC
1661
Centiva Capital
New York
$232K +$232K +2,577 New
TCBWMS
1662
Texas Capital Bank Wealth Management Services
Texas
$232K +$232K +2,575 New
PFA
1663
Pure Financial Advisors
California
$232K +$232K +2,572 New
First Manhattan
1664
First Manhattan
New York
$232K -$522K -5,786 -69%
RWS
1665
Resolute Wealth Strategies
Mississippi
$232K +$232K +2,569 New
MFS
1666
Madrona Financial Services
Washington
$231K +$231K +2,566 New
WWM
1667
Whalen Wealth Management
Nevada
$231K +$231K +2,560 New
SIC
1668
Samalin Investment Counsel
New York
$231K +$231K +2,560 New
KNFPWM
1669
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$230K +$230K +2,552 New
LI
1670
LMCG Investments
Massachusetts
$230K +$230K +2,550 New
TF
1671
Tompkins Financial
New York
$230K +$8.12K +90 +4%
WA
1672
Wealth Architects
California
$229K +$229K +2,539 New
WP
1673
WMS Partners
Maryland
$228K -$72.9K -808 -24%
AAS
1674
Annex Advisory Services
Wisconsin
$228K +$228K +2,527 New
CAWM
1675
Capital Advisors Wealth Management
Washington
$227K +$227K +2,517 New
65 66
67
68 69