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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
Norges Bank
1
Norges Bank
Norway
$0
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
3
Franklin Resources
3
Franklin Resources
California
$1.27B
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$266M
5
CIA
5
ClearBridge Investments (Australia)
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.21B 102,092,031 +1,328,094 +1%
BlackRock
2
BlackRock
New York
$7.26B 80,488,813 +2,798,470 +4%
State Street
3
State Street
Massachusetts
$5.31B 58,928,637 +1,545,777 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.94B 54,724,725 +14,805,400 +37%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.65B 29,375,592 -1,018,607 -3%
Capital International Investors
6
Capital International Investors
California
$2.57B 28,529,941 -293,044 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.27B 25,166,223 -696,149 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.2B 24,521,339 +1,075,768 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.63B 18,024,377 -1,309,804 -7%
GQG Partners
10
GQG Partners
Florida
$1.49B 16,555,903 +2,876,886 +21%
Franklin Resources
11
Franklin Resources
California
$1.27B 14,150,402 -2,160,396 -13%
Morgan Stanley
12
Morgan Stanley
New York
$1.02B 11,266,226 +118,592 +1%
Northern Trust
13
Northern Trust
Illinois
$933M 10,344,675 -375,064 -3%
Ameriprise
14
Ameriprise
Minnesota
$856M 9,496,178 +2,622 +0%
Bank of America
15
Bank of America
North Carolina
$767M 8,501,042 +26,585 +0.3%
Legal & General Group
16
Legal & General Group
United Kingdom
$735M 8,154,622 -371,691 -4%
Goldman Sachs
17
Goldman Sachs
New York
$682M 7,564,088 +1,223,268 +19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$668M 7,405,007 +281,499 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$630M 6,981,010 -115,951 -2%
Charles Schwab
20
Charles Schwab
California
$578M 6,405,596 +52,414 +0.8%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$572M 6,198,034 -1,343,844 -18%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$455M 5,040,024 -255,057 -5%
UBS Group
23
UBS Group
Switzerland
$428M 4,751,535 +889,044 +23%
Invesco
24
Invesco
Georgia
$413M 4,578,319 +72,324 +2%
UBS AM
25
UBS AM
Illinois
$381M 4,229,116 -529,364 -11%
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