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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 %
MFG
751
Monte Financial Group
Connecticut
$1.49M – – –
YIH
752
Y-Intercept (HK)
Hong Kong
$1.49M +$839K +10,194 +130%
AIA
753
AssuredPartners Investment Advisors
Florida
$1.48M +$1.48M +18,006 New
SLI
754
Sumitomo Life Insurance
Japan
$1.48M -$47.9K -582 -3%
Aviva
755
Aviva
United Kingdom
$1.48M – – –
ATPW
756
Ashton Thomas Private Wealth
Arizona
$1.47M -$116K -1,412 -7%
VT
757
Vise Technologies
New York
$1.47M +$853K +10,357 +139%
RFA
758
Rollins Financial Advisors
New York
$1.46M +$351K +4,263 +32%
EARNEST Partners
759
EARNEST Partners
Georgia
$1.46M -$29.5K -358 -2%
STA
760
Smith Thornton Advisors
Alabama
$1.46M +$85.7K +1,041 +6%
VIM
761
Vinva Investment Management
Australia
$1.45M +$464K +5,636 +47%
CWM
762
Congress Wealth Management
Massachusetts
$1.45M -$1.4M -16,953 -49%
CAM
763
Cresset Asset Management
Illinois
$1.45M -$4.2M -51,064 -74%
TCM
764
Twin Capital Management
Pennsylvania
$1.44M -$31.7K -385 -2%
SBIA
765
Sheaff Brock Investment Advisors
Indiana
$1.44M +$47.7K +580 +3%
AWM
766
Accurate Wealth Management
Florida
$1.44M +$22.8K +280 +2%
CPCPP
767
Canada Post Corporation Pension Plan
Canada
$1.44M +$1.44M +17,432 New
JWM
768
Jeppson Wealth Management
California
$1.43M +$7.41K +90 +0.5%
LMKC
769
L.M. Kohn & Company
Ohio
$1.43M -$28.5K -346 -2%
WSC
770
Wellington Shields & Co
New York
$1.43M – – –
JWBC
771
J.W. Burns & Co
New York
$1.43M -$43.6K -530 -3%
GI
772
GAMMA Investing
California
$1.42M -$10.9K -132 -0.8%
SWM
773
SeaCrest Wealth Management
New York
$1.41M +$51.7K +628 +4%
HNWAG
774
High Net Worth Advisory Group
Florida
$1.41M – – –
EFMC
775
Empire Financial Management Company
New York
$1.4M +$277K +3,366 +25%
29 30
31
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