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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 %
HAG
676
HF Advisory Group
Maryland
$1.83M -$59.5K -723 -3%
FMWA
677
Forvis Mazars Wealth Advisors
Missouri
$1.82M +$9.8K +119 +0.5%
CM
678
Columbus Macro
Pennsylvania
$1.82M +$831K +10,090 +84%
SYBT
679
Stock Yards Bank & Trust
Kentucky
$1.82M -$14.6K -177 -0.8%
FMTCOCP
680
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.82M +$228K +2,775 +14%
SIA
681
Schechter Investment Advisors
Michigan
$1.81M -$89.2K -1,084 -5%
CK
682
Cohen Klingenstein
New York
$1.79M – – –
AIA
683
Armor Investment Advisors
North Carolina
$1.79M -$115K -1,391 -6%
JF
684
Jump Financial
Illinois
$1.79M -$806K -9,788 -31%
BSB
685
Bangor Savings Bank
Maine
$1.77M +$16.1K +196 +0.9%
CIG
686
Cullen Investment Group
Louisiana
$1.77M +$364K +4,427 +26%
WIA
687
World Investment Advisors
California
$1.76M +$852K +10,348 +93%
RCA
688
Ranch Capital Advisors
Florida
$1.76M +$87K +1,057 +5%
WS
689
Wedbush Securities
California
$1.75M +$40.2K +488 +2%
FUBT
690
First United Bank & Trust
Maryland
$1.75M +$68.4K +831 +4%
MAG
691
Mayfair Advisory Group
Alabama
$1.74M +$85.8K +1,042 +5%
NWMG
692
Nicholson Wealth Management Group
South Carolina
$1.74M – – –
ACG
693
Allen Capital Group
Nebraska
$1.73M +$252K +3,059 +17%
RFN
694
RDA Financial Network
Iowa
$1.73M +$142K +1,722 +9%
PP
695
Patten & Patten
Tennessee
$1.72M -$2.96K -36 -0.2%
SMC
696
Smith, Moore & Co
Missouri
$1.72M +$51.7K +628 +3%
BFA
697
Benedict Financial Advisors
Georgia
$1.7M +$226K +2,747 +15%
TI
698
Tidal Investments
Wisconsin
$1.7M -$264K -3,206 -13%
GRP
699
Global Retirement Partners
California
$1.7M +$110K +1,332 +7%
HI
700
Horizon Investments
North Carolina
$1.69M +$54.2K +659 +3%
26 27
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