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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
27.92%
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
+$272M
2
BlackRock
BlackRock
New York
+$268M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$176M
4
Renaissance Technologies
Renaissance Technologies
New York
+$95.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$386M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$267M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$177M
5
GQG Partners
GQG Partners
Florida
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
326
Quantinno Capital Management
New York
$7.78M +$1.6M +19,410 +26%
SVWAG
327
Sound View Wealth Advisors Group
Georgia
$7.74M +$174K +2,111 +2%
OPERF
328
Oregon Public Employees Retirement Fund
Oregon
$7.73M +$19.8K +241 +0.3%
HFS
329
Hantz Financial Services
Michigan
$7.67M -$389K -4,720 -5%
AG
330
Advocate Group
Minnesota
$7.66M -$115K -1,391 -1%
Jones Financial Companies
331
Jones Financial Companies
Missouri
$7.59M +$2.89M +35,103 +62%
DC
332
Davenport & Co
Virginia
$7.43M +$340K +4,134 +5%
AIS
333
AM Investment Strategies
Tennessee
$7.36M +$680K +8,261 +10%
GT
334
Glenmede Trust
Pennsylvania
$7.36M +$1.46M +17,756 +25%
WW
335
Windle Wealth
Oklahoma
$7.27M +$135K +1,642 +2%
TNB
336
Thomasville National Bank
Georgia
$7.18M -$266K -3,229 -4%
GIBU
337
Gulf International Bank (UK)
United Kingdom
$7.17M -$57.8K -702 -0.8%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$7.15M +$441K +5,281 +7%
EIA
339
Edgemoor Investment Advisors
Maryland
$7.15M -$243K -2,954 -3%
KBC Group
340
KBC Group
Belgium
$7.14M +$96.7K +1,175 +1%
BPA
341
Beacon Pointe Advisors
California
$7.13M -$75.2K -913 -1%
FPB
342
First PREMIER Bank
South Dakota
$7.05M -$66.7K -810 -0.9%
BWFA
343
Baltimore-Washington Financial Advisors
Maryland
$7.05M +$249K +3,029 +4%
IIM
344
INTECH Investment Management
Florida
$7.03M +$3.31M +40,249 +89%
CWM
345
Chronos Wealth Management
Florida
$7.03M +$86.4K +1,050 +1%
BCM
346
Brookstone Capital Management
Illinois
$7.01M -$762K -9,252 -10%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$6.92M -$248K -3,007 -3%
PFS
348
Prospera Financial Services
Texas
$6.88M +$352K +4,272 +5%
CTC
349
Central Trust Company
Missouri
$6.86M +$228K +2,775 +3%
EMPI
350
Elo Mutual Pension Insurance
Finland
$6.76M +$6.76M +82,122 New
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