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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.

Holders
2,098
Holders Change
+108
Holders Change %
+5.43%
% of All Funds
27.94%
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
1
Marshall Wace
United Kingdom
$356M
2
BlackRock
2
BlackRock
New York
$6.89B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$217M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$113M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.59B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$763K
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.8B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$5.69M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.31B
5
GQG Partners
5
GQG Partners
Florida
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$140M -$113M -1,377,183 -45%
CIM
52
Confluence Investment Management
Missouri
$136M -$1.99M -24,211 -1%
Jennison Associates
53
Jennison Associates
New York
$127M -$1.94M -23,614 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$124M +$38.3M +465,399 +45%
Citigroup
55
Citigroup
New York
$123M +$41.3M +502,259 +51%
Empower Advisory Group
56
Empower Advisory Group
Colorado
$115M +$2.93M +35,606 +3%
Renaissance Technologies
57
Renaissance Technologies
New York
$113M +$95.7M +1,162,288 +563%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M -$3.59M -43,597 -3%
DPIM
59
Duff & Phelps Investment Management
Illinois
$112M -$19.4M -235,144 -15%
Principal Financial Group
60
Principal Financial Group
Iowa
$111M -$398K -4,836 -0.4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$108M -$4.04M -49,107 -4%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$107M +$24.8M +301,588 +30%
ZIM
63
Zacks Investment Management
Illinois
$106M -$11.7M -142,503 -10%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$100M +$2.99M +36,378 +3%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$97.7M – – –
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$94M -$50.6M -615,268 -35%
Cohen & Steers
67
Cohen & Steers
New York
$91.9M -$37.5M -455,797 -29%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$91.1M -$4.42M -53,643 -5%
AllianceBernstein
69
AllianceBernstein
Tennessee
$90M -$1.16M -14,060 -1%
EIP
70
Energy Income Partners
Connecticut
$87.8M +$59.8M +726,772 +214%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$87.2M +$1.78M +21,668 +2%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$84.7M +$619K +7,517 +0.7%
CCMG
73
Clark Capital Management Group
Pennsylvania
$84.7M +$855K +10,388 +1%
Stifel Financial
74
Stifel Financial
Missouri
$81.3M +$2.01M +24,393 +3%
Macquarie Group
75
Macquarie Group
Australia
$78.7M -$971K -12,322 -1%
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