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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 %
MHI
626
Miller Howard Investments
New York
$2.17M +$25.5K +310 +1%
TPCW
627
TD Private Client Wealth
New York
$2.17M -$38.3K -465 -2%
ACM
628
Argyle Capital Management
Pennsylvania
$2.16M +$67.9K +825 +3%
VRM
629
Vectors Research Management
New York
$2.16M +$116K +1,407 +6%
JGUA
630
John G. Ullman & Associates
New York
$2.16M +$8.31K +101 +0.4%
BCM
631
Barometer Capital Management
Ontario, Canada
$2.14M -$868K -11,190 -29%
USAA
632
United Services Automobile Association
Texas
$2.13M – – –
AAMA
633
Advanced Asset Management Advisors
Ohio
$2.12M – – –
PWM
634
Perigon Wealth Management
California
$2.12M -$38.8K -462 -2%
IWM
635
IHT Wealth Management
Illinois
$2.1M -$209K -2,544 -9%
BFG
636
Bleakley Financial Group
New Jersey
$2.09M +$164K +1,994 +9%
AWP
637
Ascent Wealth Partners
New York
$2.07M +$25K +304 +1%
CS
638
Capital Square
Tennessee
$2.07M +$79.6K +953 +4%
VCA
639
Verdence Capital Advisors
Maryland
$2.06M +$86.8K +1,055 +4%
FFA
640
Farther Finance Advisors
California
$2.06M +$237K +2,879 +13%
AAIM
641
American Assets Investment Management
California
$2.06M – – –
ONST
642
Old North State Trust
North Carolina
$2.06M +$221K +2,684 +12%
SEEDPG
643
S.E.E.D. Planning Group
New York
$2.05M -$3.54K -43 -0.2%
MOS
644
MGO One Seven
Ohio
$2.05M +$44K +534 +2%
MRP
645
Measured Risk Portfolios
California
$2.05M +$2.05M +24,898 New
GIA
646
Gladstone Institutional Advisory
Florida
$2.03M -$230K -2,791 -10%
Baillie Gifford & Co
647
Baillie Gifford & Co
United Kingdom
$2.03M +$198K +2,408 +11%
EL
648
Essex LLC
Illinois
$2.03M -$186K -2,257 -8%
PS
649
Principal Securities
Iowa
$2.02M +$105K +1,277 +5%
SC
650
Stolper & Co
Oklahoma
$2.02M +$19.5K +237 +1%
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