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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 %
TYCC
576
Texas Yale Capital Corp
Florida
$2.55M -$24.8K -301 -1%
HIC
577
Holderness Investments Company
North Carolina
$2.55M -$5.68K -69 -0.2%
AW
578
Apricus Wealth
South Carolina
$2.54M -$37K -450 -1%
BFO
579
Biltmore Family Office
North Carolina
$2.53M +$6.17K +75 +0.2%
HKIM
580
Hayek Kallen Investment Management
Alabama
$2.52M -$56.4K -685 -2%
JWCA
581
J.W. Cole Advisors
Florida
$2.52M +$33.2K +403 +1%
CFO
582
Callan Family Office
Pennsylvania
$2.51M +$2.13M +25,912 +560%
FPAS
583
Focus Partners Advisor Solutions
Missouri
$2.51M +$535K +6,501 +27%
XT
584
XTX Topco
Cayman Islands
$2.51M +$2.51M +30,480 New
SC
585
SouthState Corp
Florida
$2.51M +$7.33K +89 +0.3%
RC
586
Rahlfs Capital
Texas
$2.49M +$2.49M +30,295 New
PWMAG
587
Pinnacle Wealth Management Advisory Group
New Jersey
$2.49M +$25.8K +313 +1%
SFS
588
Sowell Financial Services
Arkansas
$2.49M +$331K +4,015 +15%
TC
589
TownSquare Capital
Utah
$2.48M +$299K +3,636 +14%
RIA
590
Regal Investment Advisors
Michigan
$2.48M +$139K +1,689 +6%
CC
591
Courier Capital
New York
$2.47M -$195K -2,368 -7%
SAI
592
Systematic Alpha Investments
New Jersey
$2.47M – – –
CCP
593
Clarkston Capital Partners
Michigan
$2.47M – – –
FB
594
Fulton Bank
Pennsylvania
$2.46M +$22K +267 +0.9%
OPA
595
Old Port Advisors
Maine
$2.46M +$77.7K +944 +3%
NW
596
Naviter Wealth
Arkansas
$2.45M +$439K +5,337 +22%
MFGM
597
Marshall Financial Group (Maryland)
Maryland
$2.45M -$113K -1,368 -4%
PIM
598
Pullen Investment Management
Florida
$2.44M -$24.8K -301 -1%
SIC
599
Shoker Investment Counsel
Ohio
$2.42M +$81.7K +993 +3%
DE
600
Diversified Enterprises
Delaware
$2.4M +$16.5K +200 +0.7%
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