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.

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 %
RBA
2001
Richard Bernstein Advisors
New York
– -$3.38M -43,628 Closed
Capital Fund Management (CFM)
2002
Capital Fund Management (CFM)
France
– -$3.34M -43,111 Closed
Tudor Investment Corp
2003
Tudor Investment Corp
Connecticut
– -$3.34M -43,016 Closed
BKA
2004
Brick & Kyle Associates
Pennsylvania
– -$2.98M -38,468 Closed
GCIM
2005
Gunn & Company Investment Management
Florida
– -$2.19M -28,236 Closed
CL
2006
CSS LLC
Illinois
– -$2.07M -26,700 Closed
GCM
2007
Greenland Capital Management
New York
– -$2.06M -26,530 Closed
DTL
2008
Dynamic Technology Lab
Singapore
– -$1.92M -24,760 Closed
TCM
2009
Teza Capital Management
Illinois
– -$1.8M -23,236 Closed
WG
2010
Winton Group
United Kingdom
– -$1.49M -19,220 Closed
BC
2011
Bridgefront Capital
Texas
– -$1.34M -17,268 Closed
SW
2012
SVB Wealth
Massachusetts
– -$1.12M -14,443 Closed
MHS
2013
M Holdings Securities
Oregon
– -$535K -6,853 Closed
SP
2014
Symmetry Partners
Connecticut
– -$488K -6,293 Closed
TWP
2015
Triad Wealth Partners
Kansas
– -$455K -5,862 Closed
PP
2016
Paloma Partners
Connecticut
– -$450K -5,800 Closed
KFP
2017
Keystone Financial Planning
Ohio
– -$427K -5,508 Closed
NRD
2018
Nebula Research & Development
New York
– -$414K -5,342 Closed
ECU
2019
Eisler Capital (US)
New York
– -$404K -5,208 Closed
SIM
2020
Sentry Investment Management
Wisconsin
– -$399K -5,142 Closed
CCM
2021
Chaney Capital Management
Washington
– -$389K -5,018 Closed
FRM
2022
Fox Run Management
Connecticut
– -$381K -4,908 Closed
IFU
2023
iSAM Funds (UK)
United Kingdom
– -$381K -4,907 Closed
NRA
2024
NSI Retail Advisors
Pennsylvania
– -$351K -4,526 Closed
CA
2025
CSM Advisors
Pennsylvania
– -$351K -4,526 Closed
79 80
81
82 83