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 %
SIC
726
Salem Investment Counselors
North Carolina
$1.57M -$329 -4 -0%
CCM
727
Cohen Capital Management
California
$1.56M – – –
GCS
728
Gordian Capital (Singapore)
Singapore
$1.56M +$910K +11,050 +139%
SS
729
SBI Securities
Japan
$1.56M +$1.56M +18,965 New
VVP
730
Venture Visionary Partners
Ohio
$1.56M +$1.81K +22 +0.1%
BMA
731
Brooks Moore & Associates
Tennessee
$1.56M -$8.23K -100 -0.5%
RBC
732
Romano Brothers & Co
Illinois
$1.54M -$91.9K -1,116 -6%
LA
733
LVW Advisors
New York
$1.53M +$144K +1,748 +10%
ERIC
734
Eagle Rock Investment Company
Georgia
$1.53M -$15.2K -185 -1%
HW
735
Hancock Whitney
Mississippi
$1.52M -$683K -8,296 -31%
PWA
736
Primoris Wealth Advisors
Florida
$1.52M – – –
PFT
737
Providence First Trust
Arizona
$1.52M +$1.31M +15,971 +641%
NP
738
NorthRock Partners
Minnesota
$1.52M +$22K +267 +1%
AWA
739
Adapt Wealth Advisors
Georgia
$1.52M +$329 +4 +0%
GT
740
Glenview Trust
Kentucky
$1.52M -$136K -1,652 -8%
AWA
741
Arete Wealth Advisors
Illinois
$1.51M +$19.9K +242 +1%
IIA
742
ICW Investment Advisors
Arizona
$1.51M +$26.7K +324 +2%
SC
743
Swan Capital
Florida
$1.51M -$4.69K -57 -0.3%
RFG
744
RFP Financial Group
Georgia
$1.51M -$1.51M -18,345 -50%
OHWP
745
Oak Harbor Wealth Partners
North Carolina
$1.51M +$1.24K +15 +0.1%
LI
746
LVZ Inc
Michigan
$1.5M +$160K +1,940 +12%
RPWA
747
Regent Peak Wealth Advisors
Georgia
$1.5M +$5.02K +61 +0.3%
CPIA
748
Cornell Pochily Investment Advisors
New York
$1.49M +$62.2K +755 +4%
FRA
749
Frank Rimerman Advisors
California
$1.49M +$329 +4 +0%
BA
750
Bristlecone Advisors
Washington
$1.49M +$2.22K +27 +0.1%
28 29
30
31 32