Southern Company
2,120 hedge funds and large institutions have $62.9B invested in Southern Company in 2024 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 873 increasing their positions, 675 reducing their positions, and 125 closing their positions.
118% more first-time investments, than exits
New positions opened: 272 | Existing positions closed: 125
32% more call options, than puts
Call options by funds: $385M | Put options by funds: $291M
29% more repeat investments, than reductions
Existing positions increased: 873 | Existing positions reduced: 675
6% more funds holding
Funds holding: 2,003 → 2,120 (+117)
0.23% more ownership
Funds ownership: 67.91% → 68.13% (+0.23%)
6% less capital invested
Capital invested by funds: $66.8B → $62.9B (-$3.94B)
50% less funds holding in top 10
Funds holding in top 10: 22 → 11 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$290M |
| 2 |
BlackRock
New York
|
+$285M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$188M |
| 4 |
Renaissance Technologies
New York
|
+$102M |
| 5 |
JP Morgan Chase
New York
|
+$95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$285M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$203M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$188M |
| 4 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$154M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$130M |
SO Hedge Fund Activity: Q4 2024 in Review
2,120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2024, worth a combined $62.9B — down 5.9% from $66.8B a quarter earlier.
Buyers outnumbered sellers: 272 funds opened new SO positions and 125 closed out — a net gain of 147 holders — while 873 added to existing stakes and 675 trimmed.
The largest buyer was Marshall Wace, adding an estimated $290M. The largest seller was Massachusetts Financial Services, cutting an estimated $285M.
- 2,120 institutional investors held Southern Company (SO) as of Q4 2024, up from 2,003 in Q3 2024.
- Funds reported $62.9B of Southern Company stock for Q4 2024, down 5.9% quarter-over-quarter.
- 272 funds opened new Southern Company positions in Q4 2024 and 125 closed out, a net change of +147 holders.
- The largest Southern Company buyer in Q4 2024 was Marshall Wace, an estimated $290M added.
- The largest Southern Company seller in Q4 2024 was Massachusetts Financial Services, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2024.