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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 %
SWP
426
Sagespring Wealth Partners
Tennessee
$4.89M +$4.89M +59,436 New
PA
427
Profund Advisors
Maryland
$4.87M -$558K -6,784 -10%
SWP
428
Stratos Wealth Partners
Ohio
$4.85M -$551K -6,688 -10%
BCCM
429
Bridge Creek Capital Management
Massachusetts
$4.85M -$30.9K -375 -0.6%
LSERS
430
Louisiana State Employees Retirement System
Louisiana
$4.85M -$222K -2,700 -4%
SAM
431
Securian Asset Management
Minnesota
$4.85M -$131K -1,586 -3%
Nordea Investment Management
432
Nordea Investment Management
Sweden
$4.84M +$149K +1,816 +3%
MSRPS
433
Maryland State Retirement & Pension System
Maryland
$4.83M -$367K -4,456 -7%
RC
434
Resolution Capital
Australia
$4.83M +$700K +8,505 +17%
TLP
435
Trinity Legacy Partners
Texas
$4.82M +$296K +3,590 +7%
RPI
436
Railway Pension Investments
United Kingdom
$4.75M – – –
SF
437
Summit Financial
New Jersey
$4.75M +$534K +6,483 +13%
VWMG
438
Virginia Wealth Management Group
Virginia
$4.7M +$26.3K +320 +0.6%
CAG
439
Csenge Advisory Group
Florida
$4.68M +$2.39K +29 +0.1%
PAM
440
Panagora Asset Management
Massachusetts
$4.68M +$1.33M +16,132 +40%
ZB
441
Zions Bancorporation
Utah
$4.64M +$509K +6,187 +12%
FCBT
442
First Citizens Bank & Trust
North Carolina
$4.62M -$117K -1,427 -2%
SPC
443
Sigma Planning Corp
Michigan
$4.61M -$267K -3,240 -5%
ClearBridge Investments
444
ClearBridge Investments
New York
$4.61M -$162K -1,968 -3%
UBG
445
United Bank (Georgia)
Georgia
$4.58M +$332K +4,032 +8%
GW
446
Griffith & Werner
Georgia
$4.57M +$4.57M +55,463 New
CA
447
Clearstead Advisors
Ohio
$4.56M -$65.6K -797 -1%
TW
448
Trajan Wealth
Arizona
$4.49M +$104K +1,269 +2%
HWAM
449
Hennion & Walsh Asset Management
New Jersey
$4.46M +$74.4K +904 +2%
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$4.43M -$103K -1,254 -2%
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