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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 %
MA
551
Mutual Advisors
Nebraska
$2.75M +$373K +4,443 +16%
NIM
552
NXG Investment Management
Texas
$2.72M -$988K -12,000 -27%
PWW
553
Pettyjohn Wood & White
Virginia
$2.72M -$147K -1,784 -5%
ACM
554
Adalta Capital Management
New York
$2.7M +$284K +3,450 +12%
BO
555
Bank OZK
Arkansas
$2.7M +$180K +2,192 +7%
NHC
556
Nicholas Hoffman & Company
Georgia
$2.69M -$18.9K -229 -0.7%
GS
557
GWN Securities
Florida
$2.69M +$2.69M +32,202 New
AC
558
Allstate Corporation
Illinois
$2.68M +$2.68M +32,614 New
CBA
559
Coastal Bridge Advisors
Connecticut
$2.68M +$10K +122 +0.4%
HI
560
Harbour Investments
Wisconsin
$2.67M +$16.7K +203 +0.6%
DZ Bank
561
DZ Bank
Germany
$2.67M – – –
USCWA
562
U.S. Capital Wealth Advisors
Texas
$2.66M +$389K +4,723 +17%
RF
563
Robbins Farley
New Hampshire
$2.66M -$61.2K -743 -2%
HFM
564
Hartford Financial Management
Connecticut
$2.65M -$15.6K -189 -0.6%
MMHP
565
Murphy Middleton Hinkle & Parker
Georgia
$2.64M -$187K -2,277 -7%
FIC
566
FCG Investment Company
Tennessee
$2.63M +$419K +5,090 +19%
NAAA
567
New Age Alpha Advisors
New York
$2.63M +$2.62M +31,776 +16,464%
GLR
568
Great Lakes Retirement
Ohio
$2.63M -$4.12K -50 -0.2%
RWM
569
Rockline Wealth Management
New York
$2.61M +$151K +1,832 +6%
LS
570
Leelyn Smith
Illinois
$2.61M -$29.6K -359 -1%
OC
571
Oakworth Capital
Alabama
$2.6M -$1.4M -16,982 -35%
CCIA
572
Campbell & Co Investment Adviser
Maryland
$2.6M +$2.6M +31,582 New
CA
573
CoreCap Advisors
Michigan
$2.58M +$1.8M +21,897 +232%
KIA
574
KCM Investment Advisors
California
$2.57M -$207K -2,512 -7%
BOH
575
Bank of Hawaii
Hawaii
$2.57M -$16.5K -200 -0.6%
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