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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 %
CMP
376
Coston McIsaac & Partners
Maine
$6.12M -$158K -1,917 -3%
BRWA
377
B. Riley Wealth Advisors
Florida
$6.12M -$307K -3,728 -5%
CCM
378
Coldstream Capital Management
Washington
$6.09M +$33K +401 +0.5%
NGA
379
Naples Global Advisors
Florida
$6.08M +$4.36K +53 +0.1%
CAM
380
Carret Asset Management
New York
$6.07M -$12.5K -152 -0.2%
MDCM
381
Morgan Dempsey Capital Management
Wisconsin
$6.04M -$603K -7,329 -9%
AWM
382
Apollon Wealth Management
South Carolina
$6M +$1.34M +16,228 +29%
UM
383
UniSuper Management
Australia
$5.99M +$1.39M +16,846 +30%
BL
384
BFSG LLC
California
$5.98M -$97.4K -1,183 -2%
SPC
385
Spirepoint Private Client
Florida
$5.97M +$409K +4,973 +7%
CICC
386
Capital Investment Counsel (Colorado)
Colorado
$5.96M -$53.4K -649 -0.9%
JHCP
387
Jackson Hole Capital Partners
Oklahoma
$5.96M -$54.1K -657 -0.9%
DADC
388
D.A. Davidson & Co
Montana
$5.83M +$14.9K +181 +0.3%
SDIC
389
South Dakota Investment Council
South Dakota
$5.8M – – –
TRCT
390
Tower Research Capital (TRC)
New York
$5.76M +$509K +6,178 +10%
SB
391
Simmons Bank
Arkansas
$5.75M +$169K +2,053 +3%
IWC
392
Integrated Wealth Concepts
Massachusetts
$5.75M +$505K +6,137 +10%
OC
393
Oppenheimer & Co
New York
$5.73M -$48.7K -591 -0.8%
CHC
394
City Holding Co
West Virginia
$5.71M +$40.7K +495 +0.7%
CA
395
Carson Advisory
Georgia
$5.71M -$107K -1,301 -2%
Capital Research Global Investors
396
Capital Research Global Investors
California
$5.69M -$190M -2,308,980 -97%
VCM
397
Voleon Capital Management
California
$5.61M +$5.61M +68,129 New
TCM
398
Telos Capital Management
California
$5.6M +$112K +1,365 +2%
HIMCH
399
Hartford Investment Management Co (HIMCO)
Connecticut
$5.58M -$93.8K -1,140 -2%
MMPW
400
Mitchell McLeod Pugh & Williams
Alabama
$5.57M +$183K +2,223 +3%
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