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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 %
NSEDCP
776
NJ State Employees Deferred Compensation Plan
New Jersey
$1.4M – – –
EWM
777
EPG Wealth Management
Georgia
$1.4M -$15K -182 -1%
AWM
778
Axxcess Wealth Management
California
$1.39M -$49.9K -606 -3%
GG
779
Gleason Group
Kentucky
$1.39M +$11.4K +139 +0.8%
AssetMark Inc
780
AssetMark Inc
California
$1.38M +$157K +1,910 +13%
CB
781
Centennial Bank
Arkansas
$1.37M -$7K -85 -0.5%
Walleye Capital
782
Walleye Capital
New York
$1.36M -$4.19M -50,889 -75%
VFA
783
Valeo Financial Advisors
Indiana
$1.36M +$18.1K +220 +1%
GIC
784
Generali Investments CEE
Czech Republic
$1.35M +$1.35M +16,400 New
FCB
785
First County Bank
Connecticut
$1.35M -$207K -2,518 -13%
ISFAN
786
Investor's Fiduciary Advisor Network
Washington
$1.34M +$1.34M +16,251 New
LWA
787
Lineweaver Wealth Advisors
Ohio
$1.33M +$121K +1,469 +10%
FNB
788
Farmers National Bank
Kentucky
$1.33M +$1.33M +16,194 New
MSA
789
MUFG Securities Americas
New York
$1.33M +$1.33M +16,174 New
KA
790
Kovack Advisors
Florida
$1.33M +$8.48K +103 +0.6%
IIM
791
Ipswich Investment Management
Massachusetts
$1.33M -$24.7K -300 -2%
FFN
792
Focus Financial Network
Minnesota
$1.32M +$26.6K +323 +2%
SF
793
Symphony Financial
Texas
$1.32M -$361K -4,306 -21%
WPC
794
Wedmont Private Capital
Pennsylvania
$1.32M +$130K +1,593 +11%
AAIM
795
Asset Advisors Investment Management
Georgia
$1.32M +$62.8K +763 +5%
AO
796
Advisor OS
Illinois
$1.32M -$20.2K -245 -2%
ATC
797
Adirondack Trust Company
New York
$1.31M -$6.17K -75 -0.5%
SFO
798
Stokes Family Office
Louisiana
$1.31M +$7.16K +87 +0.5%
FFM
799
Fullerton Fund Management
Singapore
$1.31M +$186K +2,259 +17%
CA
800
CapWealth Advisors
Tennessee
$1.31M -$19.6K -238 -1%
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