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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 %
NIM
401
NEOS Investment Management
Connecticut
$5.52M +$1.32M +16,076 +32%
GVAG
402
Great Valley Advisor Group
Delaware
$5.51M +$285K +3,456 +5%
CBTWT
403
Community Bank & Trust (Waco, Texas)
Texas
$5.45M -$13.1K -159 -0.2%
WP
404
Woodline Partners
California
$5.42M +$5.42M +65,800 New
CIA
405
Concurrent Investment Advisors
Florida
$5.41M -$1.18M -14,349 -18%
SFA
406
Sequoia Financial Advisors
Ohio
$5.37M +$905K +10,999 +20%
MC
407
Moors & Cabot
Massachusetts
$5.31M +$116K +1,412 +2%
UB
408
UMB Bank
Missouri
$5.3M -$91.5K -1,111 -2%
LA
409
Lifeworks Advisors
Michigan
$5.3M +$4.84M +58,769 +1,058%
EH
410
Equitable Holdings
New York
$5.28M +$949K +11,533 +22%
CC
411
Cornerstone Capital
California
$5.27M -$378K -4,593 -7%
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.26M +$82.3K +1,000 +2%
BCM
413
Buckhead Capital Management
Georgia
$5.22M -$15.4K -187 -0.3%
LK
414
Lumbard & Kellner
New Hampshire
$5.19M -$239K -2,907 -4%
KPWS
415
Kestra Private Wealth Services
Texas
$5.17M +$602K +7,316 +13%
VA
416
Vident Advisory
Georgia
$5.12M +$2.77M +33,628 +118%
BMSSC
417
B. Metzler seel. Sohn & Co
Germany
$5.09M +$199K +2,412 +4%
PI
418
Parkside Investments
Illinois
$5.08M +$1.11M +13,485 +28%
ATIA
419
American Trust Investment Advisors
New Hampshire
$5.05M +$147K +1,787 +3%
SA
420
Shilanski & Associates
Alaska
$5.04M +$6.34K +77 +0.1%
Man Group
421
Man Group
United Kingdom
$5.02M -$10.8M -130,781 -68%
GIM
422
Goelzer Investment Management
Indiana
$4.98M -$144K -1,746 -3%
MFG
423
Merit Financial Group
Georgia
$4.98M +$1.55M +18,809 +45%
SCM
424
Schnieders Capital Management
California
$4.98M +$26.3K +320 +0.5%
BA
425
Baugh & Associates
Georgia
$4.91M -$239 -3 -0%
15 16
17
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