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.

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 %
Mawer Investment Management
76
Mawer Investment Management
Alberta, Canada
$75.5M -$13.9M -168,901 -16%
SIG
77
Stonegate Investment Group
Alabama
$75.4M +$761K +9,246 +1%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$74.7M -$2.7M -32,763 -3%
WHG
79
Westwood Holdings Group
Texas
$73.8M +$69.8M +847,803 +1,747%
CAI
80
Capital Advisors Inc
Oklahoma
$73.3M +$1.27M +15,383 +2%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$73M -$3.99M -48,388 -5%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$69.5M +$2.79M +33,847 +4%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$65.2M -$4.41M -53,596 -6%
WG
84
Welch Group
Alabama
$64.3M -$443K -5,375 -0.7%
First Trust Advisors
85
First Trust Advisors
Illinois
$64.1M +$11M +133,908 +21%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$63.7M -$9.43M -114,563 -13%
Truist Financial
87
Truist Financial
North Carolina
$63.1M +$2.22M +26,990 +4%
ORIO
88
Old Republic International (ORI)
Illinois
$63.1M – – –
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$60.1M -$115K -1,393 -0.2%
Victory Capital Management
90
Victory Capital Management
Texas
$55.5M -$4.04M -49,095 -7%
FWIA
91
Fort Washington Investment Advisors
Ohio
$51.6M +$51.6M +626,879 New
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$50.8M +$50.8M +617,672 New
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$50M +$23.6M +286,996 +89%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$49.9M -$1.52M -18,404 -3%
Prudential Financial
95
Prudential Financial
New Jersey
$49.4M -$8.44M -102,493 -15%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$49.3M +$20M +243,000 +68%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$47.8M -$937K -11,388 -2%
CIA
98
Capital Investment Advisors
Georgia
$47.5M +$671K +8,148 +1%
VDI
99
Vaughan David Investments
Illinois
$47M +$199K +2,418 +0.4%
Canada Life
100
Canada Life
Manitoba, Canada
$46.2M -$2.27M -27,559 -5%
2 3
4
5 6