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Southern Company
SO

Overview Fund Activity

2,098 hedge funds and large institutions have $62.9B invested in Southern Company in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 869 increasing their positions, 669 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
+108
Holders Change %
+5.43%
% of All Funds
27.94%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
262
Increased
869
Reduced
669
Closed
125
Calls
$385M
Puts
$291M
Net Calls
+$93.5M
Net Calls Change
-$146M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$356M
2
BlackRock
BlackRock
New York
$6.89B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$217M
4
Renaissance Technologies
Renaissance Technologies
New York
$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.59B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$763K
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.8B
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.69M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.31B
5
GQG Partners
GQG Partners
Florida
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
226
Robeco Institutional Asset Management
Netherlands
$13.5M +$2.13M +25,818 +19%
YCM
227
Yousif Capital Management
Michigan
$13.3M -$236K -2,867 -2%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$13.3M +$1.74M +21,150 +15%
PFSRSONJ
229
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.1M +$13.1M +159,658 New
SPIA
230
Steward Partners Investment Advisory
New York
$13.1M +$922K +11,203 +8%
IMPI
231
Ilmarinen Mutual Pension Insurance
Finland
$12.9M +$3.75M +45,500 +41%
BEI
232
Benjamin Edwards Inc
Missouri
$12.9M +$289K +3,511 +2%
Nisa Investment Advisors
233
Nisa Investment Advisors
Missouri
$12.8M +$835K +10,139 +7%
CB
234
Commerce Bank
Missouri
$12.8M +$356K +4,321 +3%
X
235
Xponance
Pennsylvania
$12.7M +$462K +5,618 +4%
CIBC World Market
236
CIBC World Market
Ontario, Canada
$12.6M +$7.83M +95,175 +165%
AF
237
Allworth Financial
California
$12.6M +$9.86M +119,475 +364%
BFA
238
Bragg Financial Advisors
North Carolina
$12.3M -$11.9K -145 -0.1%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$12.2M +$480K +5,836 +4%
NYLIM
240
New York Life Investment Management
New York
$12.1M +$118K +1,431 +1%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$12.1M -$381K -4,627 -3%
FIA
242
Foundations Investment Advisors
Arizona
$12.1M +$3.43M +41,631 +40%
MLL
243
Moody Lynn & Lieberson
Massachusetts
$12M -$1.25M -15,213 -9%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$12M +$9.44M +114,628 +368%
VI
245
Vestcor Inc
New Brunswick, Canada
$11.8M +$1.03M +12,495 +10%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$11.8M +$496K +6,021 +4%
SI
247
Stephens Inc
Arkansas
$11.6M -$9.77M -118,666 -46%
CIA
248
CCM Investment Advisers
South Carolina
$11.6M -$9.06K -110 -0.1%
IAA
249
Independent Advisor Alliance
North Carolina
$11.5M +$471K +5,725 +4%
KFC
250
Klingenstein Fields & Co
New York
$11.5M +$823 +10 +0%
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