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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 %
MGP
351
Metis Global Partners
California
$6.75M +$312K +3,791 +5%
SIG
352
Sky Investment Group
Connecticut
$6.73M +$62.3K +757 +0.9%
TRSOTSOK
353
Teachers Retirement System of the State of Kentucky
Kentucky
$6.67M -$18.1K -220 -0.3%
TNBTD
354
Trustmark National Bank Trust Department
Mississippi
$6.61M -$379K -4,610 -5%
CA
355
Cornerstone Advisors
North Carolina
$6.59M – – –
Neuberger Berman Group
356
Neuberger Berman Group
New York
$6.58M +$621K +7,539 +10%
UCFA
357
United Capital Financial Advisors
Texas
$6.57M -$370K -4,489 -5%
AMIM
358
Aull & Monroe Investment Management
Alabama
$6.56M -$284K -3,446 -4%
GI
359
GLOBALT Investments
Georgia
$6.55M -$101K -1,230 -2%
PP
360
Prudential plc
United Kingdom
$6.54M +$2.6M +31,530 +66%
GFM
361
GF Fund Management
China
$6.54M +$6.54M +79,471 New
MIA
362
MainStreet Investment Advisors
Illinois
$6.51M -$97.1K -1,180 -1%
FVWA
363
Foster Victor Wealth Advisors
South Carolina
$6.5M +$300K +3,580 +5%
TWC
364
TD Waterhouse Canada
Ontario, Canada
$6.48M +$297K +3,603 +5%
WAM
365
Weiss Asset Management
Massachusetts
$6.47M +$6.47M +78,610 New
AFG
366
Albion Financial Group
Utah
$6.45M -$62.6K -760 -1%
Lido Advisors
367
Lido Advisors
California
$6.43M +$84.8K +1,030 +1%
Royal London Asset Management
368
Royal London Asset Management
United Kingdom
$6.42M – – –
OPTFSNA
369
Old Point Trust & Financial Services N A
Virginia
$6.34M +$13.2K +160 +0.2%
CA
370
Cullinan Associates
Kentucky
$6.32M -$4.52M -54,885 -42%
AIM
371
Anchor Investment Management
South Carolina
$6.28M -$51.9K -631 -0.8%
Millennium Management
372
Millennium Management
New York
$6.21M +$2.42M +29,385 +64%
QIM
373
Quantitative Investment Management
Virginia
$6.21M +$6.21M +75,446 New
KRS
374
Kentucky Retirement Systems
Kentucky
$6.19M -$85.2K -1,035 -1%
AP
375
Americana Partners
Texas
$6.13M +$312K +3,784 +5%
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