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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 %
HCA
601
Harbor Capital Advisors
Illinois
$2.39M +$72.9K +886 +3%
LWL
602
Leo Wealth LLC
Texas
$2.38M +$280K +3,405 +13%
EF
603
Empowered Funds
Pennsylvania
$2.38M +$485K +5,894 +26%
CFGS
604
Concourse Financial Group Securities
Alabama
$2.37M -$15.7K -190 -0.7%
GT
605
Greenleaf Trust
Michigan
$2.36M -$119K -1,442 -5%
MBTD
606
Mechanics Bank - Trust Department
California
$2.35M -$27.6K -335 -1%
BCA
607
Bay Colony Advisors
Massachusetts
$2.35M +$6.01K +73 +0.3%
HTIM
608
Harbour Trust & Investment Management
Indiana
$2.34M -$104K -1,266 -4%
TA
609
TFG Advisers
Michigan
$2.33M +$12.8K +156 +0.6%
HNB
610
Hilltop National Bank
Wyoming
$2.31M +$43.3K +526 +2%
FWP
611
FAS Wealth Partners
Kansas
$2.3M +$88.7K +1,077 +4%
JCM
612
Jacobi Capital Management
Pennsylvania
$2.28M +$12K +146 +0.5%
ET
613
Equitable Trust
Tennessee
$2.26M – – –
CF
614
Centaurus Financial
California
$2.26M -$44.9K -546 -2%
EWA
615
EverSource Wealth Advisors
Alabama
$2.26M +$45.3K +550 +2%
MYAM
616
Meiji Yasuda Asset Management
Japan
$2.25M -$112K -1,360 -5%
AMBIA
617
Allen Mooney & Barnes Investment Advisors
Georgia
$2.25M +$23.6K +287 +1%
CPSAC
618
Chas P. Smith & Associates (CPS)
Florida
$2.24M +$17.8K +216 +0.8%
SCP
619
Stamos Capital Partners
California
$2.24M +$375K +4,550 +20%
PI
620
PFG Investments
New York
$2.24M -$29.1K -354 -1%
CG
621
Caprock Group
Idaho
$2.23M +$119K +1,442 +6%
KCPG
622
Kavar Capital Partners Group
Kansas
$2.22M – – –
EI
623
Ethic Inc
New York
$2.19M +$626K +7,608 +40%
TWP
624
Tyche Wealth Partners
Texas
$2.19M -$27K -328 -1%
FA
625
Fiduciary Alliance
South Carolina
$2.19M +$1.32M +16,071 +153%
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