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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 %
FMLI
176
Fukoku Mutual Life Insurance
Japan
$20.9M – – –
NPF
177
Norris Perne & French
Michigan
$20.8M -$14.6M -161,649 -41%
SCTC
178
Sanibel Captiva Trust Company
Florida
$20.7M +$32.1K +356 +0.2%
SC
179
Savant Capital
Illinois
$20.2M -$2.01M -22,343 -9%
CNB
180
Czech National Bank
Czech Republic
$20.1M +$1.3M +14,380 +7%
RCYC
181
Richard C. Young & Co
Rhode Island
$20M +$312K +3,458 +2%
NA
182
NewEdge Advisors
Louisiana
$19.7M +$461K +5,108 +2%
RFC
183
Regions Financial Corp
Alabama
$19.7M -$33.1K -367 -0.2%
AB
184
Amalgamated Bank
New York
$19.6M -$284K -3,153 -1%
CAMG
185
CWA Asset Management Group
Florida
$19.5M +$19.5M +216,399 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$19.3M +$874K +9,689 +5%
TIAA Trust, National Association
187
TIAA Trust, National Association
North Carolina
$19M -$1.1M -12,224 -5%
Calamos Advisors
188
Calamos Advisors
Illinois
$18.9M +$279K +3,091 +1%
Assenagon Asset Management
189
Assenagon Asset Management
Luxembourg
$18.7M +$11.8M +131,378 +173%
Renaissance Technologies
190
Renaissance Technologies
New York
$18.6M +$16.3M +180,500 +694%
ELC
191
Edgar Lomax Company
Virginia
$18.5M -$290K -3,220 -2%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$18.4M +$11.8M +131,075 +180%
Daiwa Securities Group
193
Daiwa Securities Group
Japan
$18.3M +$1.02M +11,341 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18M -$9.92M -110,000 -35%
VV
195
Verity & Verity
South Carolina
$17.7M +$15.2K +169 +0.1%
BCM
196
Becker Capital Management
Oregon
$17.6M +$315K +3,498 +2%
Man Group
197
Man Group
United Kingdom
$17.3M +$11.2M +124,496 +185%
Cerity Partners
198
Cerity Partners
New York
$17.3M -$32.7K -363 -0.2%
NPA
199
Nichols & Pratt Advisers
Massachusetts
$17.3M -$90.2K -1,000 -0.5%
Public Sector Pension Investment Board (PSP Investments)
200
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.2M +$473K +5,242 +3%
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