SO icon

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 %
TCOV
651
Trust Company of Vermont
Vermont
$2.01M -$659 -8 -0%
Assenagon Asset Management
652
Assenagon Asset Management
Luxembourg
$2M -$15.1M -183,049 -88%
DT
653
Diversified Trust
Tennessee
$1.99M -$106K -1,290 -5%
SFI
654
Siemens Fonds Invest
Germany
$1.99M +$1.27M +15,391 +175%
AIM
655
Aigen Investment Management
New York
$1.97M +$1.97M +23,980 New
IJWM
656
Inman Jager Wealth Management
Mississippi
$1.97M +$1.97M +23,914 New
PTC
657
Private Trust Company
Ohio
$1.97M -$54.6K -663 -3%
LTAS
658
Linden Thomas Advisory Services
North Carolina
$1.95M +$1.07K +13 +0.1%
ZIC
659
ZWJ Investment Counsel
Georgia
$1.95M +$172K +2,092 +10%
LIA
660
LBMC Investment Advisors
Tennessee
$1.94M +$247 +3 +0%
CNBTD
661
Citizens National Bank Trust Department
Mississippi
$1.94M -$10.5K -127 -0.5%
DLCIG
662
D.L. Carlson Investment Group
New Hampshire
$1.92M -$4.12K -50 -0.2%
SAA
663
Southeast Asset Advisors
Georgia
$1.9M +$119K +1,450 +7%
NB
664
NBT Bank
New York
$1.9M -$51.9K -631 -3%
CIA
665
Cape Investment Advisory
Georgia
$1.89M +$99.8K +1,212 +6%
RCM
666
Raleigh Capital Management
North Carolina
$1.88M -$33.1K -402 -2%
FCCM
667
First City Capital Management
Georgia
$1.88M -$7.99K -97 -0.4%
SAM
668
Smartleaf Asset Management
Massachusetts
$1.86M +$429K +5,210 +30%
BBHC
669
Brown Brothers Harriman & Co
New York
$1.86M +$46.6K +566 +3%
KWA
670
Kingswood Wealth Advisors
California
$1.85M -$3.18M -38,596 -63%
WBC
671
Westpac Banking Corp
Australia
$1.85M +$222K +2,700 +14%
NAM
672
NTV Asset Management
West Virginia
$1.84M -$25.8K -314 -1%
CA
673
Claro Advisors
Massachusetts
$1.84M -$320K -3,883 -15%
HWA
674
HHM Wealth Advisors
Tennessee
$1.84M +$20.5K +249 +1%
ACM
675
Aquatic Capital Management
Illinois
$1.83M +$1.83M +22,191 New
25 26
27
28 29