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
28.78%
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 %
UL
1676
Unionview LLC
Washington
$226K +$226K +2,508 New
GSB
1677
Greenfield Savings Bank
Massachusetts
$226K -$51.7K -573 -19%
AFA
1678
AA Financial Advisors
Ohio
$226K +$226K +2,501 New
Fayez Sarofim & Co
1679
Fayez Sarofim & Co
Texas
$225K -$18K -200 -7%
GWCM
1680
Godshalk Welsh Capital Management
Pennsylvania
$225K +$225K +2,500 New
BTW
1681
Boston Trust Walden
Massachusetts
$225K +$225K +2,500 New
WA
1682
Wambolt & Associates
Colorado
$225K +$225K +2,475 New
FF
1683
Francis Financial
$225K +$225K +2,491 New
PFT
1684
Providence First Trust
Arizona
$225K -$9.38K -104 -4%
CFCI
1685
Comprehensive Financial Consultants Institutional
Indiana
$224K +$224K +2,480 New
WWP
1686
WR Wealth Planners
Missouri
$223K +$8.57K +95 +4%
SRC
1687
Shufro Rose & Co
New York
$223K – – –
SCM
1688
Stevens Capital Management
Pennsylvania
$223K +$223K +2,478 New
PWP
1689
Phillips Wealth Planners
Mississippi
$223K -$78.5K -851 -26%
CFP
1690
Curran Financial Partners
South Carolina
$223K -$15K -166 -6%
JMFC
1691
J.M. Forbes & Co
Massachusetts
$223K +$223K +2,472 New
MA
1692
MJP Associates
Connecticut
$223K +$223K +2,472 New
PSCM
1693
Per Stirling Capital Management
Texas
$223K +$223K +2,469 New
SIG
1694
Sargent Investment Group
Maryland
$222K +$222K +2,467 New
DIM
1695
Delta Investment Management
California
$222K +$222K +2,465 New
GMA
1696
Glassy Mountain Advisors
Maryland
$222K -$23.9K -265 -10%
WIM
1697
Westside Investment Management
California
$221K – – –
DOA
1698
D'Orazio & Associates
Virginia
$221K +$221K +2,451 New
MFA
1699
Mayflower Financial Advisors
Massachusetts
$221K -$49.4K -548 -18%
JCM
1700
Jacobsen Capital Management
Utah
$220K +$220K +2,444 New
66 67
68
69 70