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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.

Holders
2,098
Holders Change
+108
Holders Change %
+5.43%
% of All Funds
27.94%
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
1
Marshall Wace
United Kingdom
$356M
2
BlackRock
2
BlackRock
New York
$6.89B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$217M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$113M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.59B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$763K
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.8B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$5.69M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.31B
5
GQG Partners
5
GQG Partners
Florida
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$429M +$80.7M +979,756 +23%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$412M -$2.63M -31,985 -0.6%
Marshall Wace
28
Marshall Wace
United Kingdom
$356M +$272M +3,307,527 +326%
Raymond James Financial
29
Raymond James Financial
Florida
$315M +$315M +3,830,060 New
Wells Fargo
30
Wells Fargo
California
$303M -$331K -4,024 -0.1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$255M -$12.6M -153,300 -5%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$246M -$3.5M -42,503 -1%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$241M -$12.3M -148,904 -5%
Federated Hermes
34
Federated Hermes
Pennsylvania
$241M -$2.24M -27,186 -0.9%
Amundi
35
Amundi
France
$231M +$23.6M +284,022 +11%
Pictet Asset Management
36
Pictet Asset Management
Switzerland
$221M -$20M -242,620 -8%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$217M +$176M +2,137,749 +430%
National Pension Service
38
National Pension Service
South Korea
$214M +$14.8M +179,184 +7%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$214M -$2.08M -25,240 -1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$201M +$5.3M +64,328 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$201M +$5.96M +72,370 +3%
LPL Financial
42
LPL Financial
California
$181M +$10.5M +127,015 +6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$177M +$4.88M +59,235 +3%
COPPSERS
44
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$171M -$647K -7,861 -0.4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$168M -$1.78M -21,611 -1%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$163M +$37K +450 +0%
Deutsche Bank
47
Deutsche Bank
Germany
$154M -$5.45M -66,146 -3%
Barclays
48
Barclays
United Kingdom
$148M -$41.7M -506,901 -22%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$141M +$8.63M +104,798 +7%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$140M +$28.9M +351,484 +26%
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