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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
28.79%
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
$4.94B
2
GQG Partners
GQG Partners
Florida
$1.49B
3
BlackRock
BlackRock
New York
$7.26B
4
State Street
State Street
Massachusetts
$5.31B
5
Amundi
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
Franklin Resources
California
$1.27B
3
Federated Hermes
Federated Hermes
Pennsylvania
$266M
4
CIA
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
1901
Morton Brown Family Wealth
Pennsylvania
$28.3K – – –
FFA
1902
Frazier Financial Advisors
Ohio
$28K +$17.6K +195 +168%
EC
1903
Elequin Capital
New York
$28K +$28K +310 New
PK
1904
Pflug Koory
Nebraska
$27.6K +$27.6K +306 New
TCPG
1905
Trivant Custom Portfolio Group
California
$27.1K – – –
ATC
1906
Advantage Trust Company
Kansas
$27.1K – – –
POIA
1907
Pin Oak Investment Advisors
Texas
$27K – – –
TCG
1908
Transcendent Capital Group
Oklahoma
$26.7K +$90 +1 +0.3%
GFPC
1909
Global Financial Private Client
Florida
$26.5K +$26.5K +294 New
CFS
1910
CGC Financial Services
Oregon
$26.4K +$21K +233 +388%
CIAS
1911
CBIZ Investment Advisory Services
Ohio
$25.7K +$90 +1 +0.4%
FFA
1912
Fairfield Financial Advisors
Massachusetts
$25.4K +$180 +2 +0.7%
KFI
1913
Key Financial Inc
Pennsylvania
$24.3K +$1.17K +13 +5%
MWA
1914
MFA Wealth Advisors
Pennsylvania
$23.8K – – –
MWA
1915
Miller Wealth Advisors
Colorado
$23.2K – – –
FP
1916
Financial Perspectives
Minnesota
$23.1K – – –
WWM
1917
Wolff Wiese Magana
California
$22K – – –
PWMG
1918
Prestige Wealth Management Group
New Jersey
$21.5K – – –
WAM
1919
WFA Asset Management
Wisconsin
$20.9K – – –
NECFA
1920
New England Capital Financial Advisors
Connecticut
$20.3K +$90 +1 +0.4%
T
1921
Tidemark
California
$20.3K – – –
PS
1922
Planned Solutions
California
$20K +$20K +222 New
WAS
1923
Winch Advisory Services
Wisconsin
$19.4K +$180 +2 +0.9%
CWM
1924
CarsonAllaria Wealth Management
Illinois
$19.4K +$90 +1 +0.5%
FNWA
1925
Financial Network Wealth Advisors
Utah
$19.4K +$992 +11 +5%
75 76
77
78 79