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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
+$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 %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$17M +$423K +4,693 +3%
UIM
202
USS Investment Management
United Kingdom
$17M +$813K +9,016 +5%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$17M -$8.97M -99,466 -35%
HNB
204
Huntington National Bank
Ohio
$16.9M +$1.38M +15,274 +9%
LIM
205
Leavell Investment Management
Alabama
$16.8M +$1.31M +14,478 +8%
ERIM
206
Eagle Ridge Investment Management
Connecticut
$16.6M +$564K +6,259 +4%
DekaBank Deutsche Girozentrale
207
DekaBank Deutsche Girozentrale
Germany
$16.6M -$3.47M -38,614 -17%
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$16.5M -$779K -8,641 -5%
BCIM
209
British Columbia Investment Management
British Columbia, Canada
$16.5M -$2.39M -26,541 -13%
MCM
210
MAI Capital Management
Ohio
$16.4M +$452K +5,010 +3%
URS
211
Utah Retirement Systems
Utah
$16.3M +$63.1K +700 +0.4%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$16.1M +$855K +9,481 +6%
DWM
213
Dakota Wealth Management
Florida
$15.6M -$1.1M -12,181 -7%
AQR Capital Management
214
AQR Capital Management
Connecticut
$15.3M +$2.47M +27,399 +19%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$15.3M +$88.9K +988 +0.6%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$15.2M +$1.81M +20,120 +13%
HWM
217
HB Wealth Management
Georgia
$15.2M +$211K +2,339 +1%
Squarepoint
218
Squarepoint
New York
$15.1M -$22.9M -253,613 -60%
WA
219
Waverly Advisors
Alabama
$15M +$545K +6,044 +4%
YCM
220
Yousif Capital Management
Michigan
$14.8M -$222K -2,457 -1%
M&T Bank
221
M&T Bank
New York
$14.7M +$185K +2,056 +1%
MLL
222
Moody Lynn & Lieberson
Massachusetts
$14.6M +$4.64M +51,472 +47%
ProShare Advisors
223
ProShare Advisors
Maryland
$14.4M +$112K +1,243 +0.8%
PFP
224
Pinnacle Financial Partners
Tennessee
$14.1M +$259K +2,867 +2%
CGPCS
225
Capital Group Private Client Services
California
$13.9M -$195K -2,167 -1%
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