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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 %
AI
1726
Axecap Investments
Ohio
$213K +$213K +2,358 New
WWC
1727
Waypoint Wealth Counsel
Georgia
$212K +$212K +2,355 New
Capstone Investment Advisors
1728
Capstone Investment Advisors
New York
$212K -$818K -9,071 -79%
ACM
1729
Advance Capital Management
Michigan
$210K +$210K +2,333 New
SCG
1730
Sonata Capital Group
Washington
$210K +$210K +2,325 New
FA
1731
Fortis Advisors
Pennsylvania
$210K +$210K +2,325 New
NCM
1732
Noesis Capital Mangement
Florida
$209K +$209K +2,320 New
PRS
1733
Pinkerton Retirement Specialists
Idaho
$209K +$209K +2,320 New
FCA
1734
Fortis Capital Advisors
Kansas
$209K -$26.9K -298 -11%
EFG
1735
Ethos Financial Group
Pennsylvania
$208K +$208K +2,309 New
PIAS
1736
PCA Investment Advisory Services
Ohio
$208K +$208K +2,305 New
SPWG
1737
Sage Private Wealth Group
Illinois
$208K +$208K +2,305 New
WLG
1738
Williamson Legacy Group
Indiana
$208K +$208K +2,303 New
AFA
1739
AllGen Financial Advisors
Florida
$207K +$207K +2,300 New
SMH
1740
Sanders Morris Harris
Texas
$207K +$207K +2,300 New
SFPG
1741
Stonebridge Financial Planning Group
Florida
$207K +$207K +2,300 New
ACM
1742
Alamar Capital Management
California
$207K +$207K +2,298 New
PMSA
1743
Patrick M. Sweeney & Associates
Illinois
$207K +$207K +2,293 New
CFD
1744
Creative Financial Designs
Indiana
$207K -$1.27M -14,109 -86%
THCM
1745
Taylor Hoffman Capital Management
Virginia
$207K +$207K +2,270 New
MWA
1746
Muirfield Wealth Advisors
North Carolina
$206K +$206K +2,282 New
RIM
1747
Rockbridge Investment Management
New York
$205K +$205K +2,275 New
OWA
1748
Outlook Wealth Advisors
Texas
$204K +$204K +2,267 New
AWM
1749
Accel Wealth Management
Iowa
$204K +$204K +2,266 New
PCP
1750
Proficio Capital Partners
Massachusetts
$204K -$77.1K -855 -27%
68 69
70
71 72