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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 %
Brown Advisory
476
Brown Advisory
Maryland
$3.91M +$206K +2,500 +6%
WFMPM
477
Woodley Farra Manion Portfolio Management
Indiana
$3.85M +$41.3K +502 +1%
Bessemer Group
478
Bessemer Group
New Jersey
$3.83M +$63K +766 +2%
HCM
479
Hengehold Capital Management
Ohio
$3.83M +$3.87K +47 +0.1%
MSFS
480
Main Street Financial Solutions
Pennsylvania
$3.8M -$632K -7,675 -14%
LFAS
481
Level Four Advisory Services
Texas
$3.77M +$49.2K +598 +1%
AF
482
Apollon Financial
South Carolina
$3.77M +$3.77M +45,817 New
MCB
483
Morton Community Bank
Illinois
$3.77M +$40.3K +490 +1%
OAC
484
OMERS Administration Corp
Ontario, Canada
$3.76M +$639K +7,768 +20%
PAM
485
Palisade Asset Management
Minnesota
$3.74M – – –
NICM
486
Neo Ivy Capital Management
New York
$3.73M +$3.73M +45,360 New
IIM
487
Intact Investment Management
Quebec, Canada
$3.73M -$8.05M -97,810 -68%
RCIM
488
Red Cedar Investment Management
Michigan
$3.7M – – –
RWM
489
Rench Wealth Management
Texas
$3.66M +$2.88K +35 +0.1%
LSA
490
L & S Advisors
California
$3.63M +$1.49M +18,160 +70%
PMIA
491
Patrick Mauro Investment Advisor
Illinois
$3.63M +$348K +4,225 +11%
FC
492
FORA Capital
Florida
$3.62M +$3.62M +43,918 New
MIM
493
MTM Investment Management
South Carolina
$3.61M -$3.38K -41 -0.1%
WPC
494
Waters Parkerson & Co
Louisiana
$3.61M – – –
B
495
Bailard
California
$3.58M +$362K +4,394 +11%
NB
496
Norinchukin Bank
Japan
$3.53M +$94.3K +1,146 +3%
SG Americas Securities
497
SG Americas Securities
New York
$3.48M -$20M -243,548 -85%
CL
498
Choreo LLC
Illinois
$3.47M -$144K -1,743 -4%
EFS
499
Essex Financial Services
Connecticut
$3.47M +$129K +1,566 +4%
GLA
500
Great Lakes Advisors
Illinois
$3.47M +$108K +1,308 +3%
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