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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.

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
1
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
2
GQG Partners
Florida
$1.49B
3
BlackRock
3
BlackRock
New York
$7.26B
4
State Street
4
State Street
Massachusetts
$5.31B
5
Amundi
5
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
2
Franklin Resources
California
$1.27B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$266M
4
CIA
4
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
1976
Ridgewood Investments
New Jersey
$3.16K – – –
TFA
1977
Transamerica Financial Advisors
Florida
$3K -$106K -1,026 -97%
PS
1978
PayPay Securities
Japan
$2.71K -$90 -1 -3%
TWD
1979
True Wealth Design
Ohio
$2.53K – – –
NMG
1980
New Millennium Group
Utah
$2.44K – – –
VWA
1981
Valued Wealth Advisors
Utah
$2.26K +$1.27K +14 +127%
TCA
1982
Trifecta Capital Advisors
Illinois
$2.08K – – –
FA
1983
Financial Avengers
California
$1.93K – – –
WA
1984
WestEnd Advisors
North Carolina
$1.35K -$90 -1 -6%
SFCL
1985
Strengthening Families & Communities LLC
Massachusetts
$1.17K – – –
CA
1986
Crewe Advisors
Utah
$992 +$992 +11 New
AFS
1987
Annapolis Financial Services
Maryland
$677 +$677 +8 New
RS
1988
Rakuten Securities
Japan
$361 -$90 -1 -20%
LP
1989
LMR Partners
United Kingdom
$361 +$361 +4 New
MFG
1990
Mendota Financial Group
Wisconsin
$91 +$91 +1 New
YDMI
1991
Y.D. More Investments
Israel
$65 +$6 +28 +10%
Norges Bank
1992
Norges Bank
Norway
– -$823M -10,612,381 Closed
CIA
1993
ClearBridge Investments (Australia)
Australia
– -$135M -1,738,839 Closed
SCP
1994
Soroban Capital Partners
New York
– -$49.9M -642,679 Closed
JCM
1995
Junto Capital Management
New York
– -$47.4M -611,434 Closed
CC
1996
Covalis Capital
United Kingdom
– -$14.9M -192,044 Closed
TPSF
1997
Texas Permanent School Fund
Texas
– -$14.1M -181,519 Closed
TF
1998
Trek Financial
Arizona
– -$4.85M -62,556 Closed
BCM
1999
Bayesian Capital Management
New York
– -$4.44M -57,300 Closed
CANY
2000
Caxton Associates (New York)
New York
– -$3.77M -48,547 Closed
78 79
80
81 82