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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 %
ICA
1076
Infrastructure Capital Advisors
New York
$715K +$715K +8,690 New
VCP
1077
Vista Capital Partners
Oregon
$712K +$988 +12 +0.1%
RWP
1078
RWA Wealth Partners
Massachusetts
$709K -$419K -5,084 -37%
RGC
1079
Roberts, Glore & Co
Illinois
$706K – – –
AM
1080
AGF Management
Ontario, Canada
$703K -$605K -7,347 -46%
WWM
1081
Wagner Wealth Management
South Carolina
$702K +$69.9K +849 +11%
SWM
1082
Shepherd Wealth Management
Ohio
$702K +$702K +8,528 New
WAC
1083
William Allan Corp
Colorado
$700K +$2.47K +30 +0.4%
ACM
1084
Allred Capital Management
Texas
$698K +$659 +8 +0.1%
MWA
1085
Midland Wealth Advisors
Illinois
$697K -$33.2K -403 -5%
MSWM
1086
McGlone Suttner Wealth Management
Wisconsin
$696K +$43.1K +523 +7%
Capstone Investment Advisors
1087
Capstone Investment Advisors
New York
$695K +$502K +6,093 +259%
HTC
1088
Haverford Trust Company
Pennsylvania
$695K +$145K +1,766 +26%
DWT
1089
Dorsey & Whitney Trust
South Dakota
$690K -$124K -1,507 -15%
SAM
1090
Shell Asset Management
Netherlands
$689K +$236K +2,865 +52%
TWP
1091
Triad Wealth Partners
Kansas
$688K +$688K +8,358 New
RB
1092
Rodgers Brothers
Pennsylvania
$687K – – –
PNC
1093
Park National Corp
Ohio
$686K -$42.9K -521 -6%
PSFG
1094
Park Square Financial Group
Georgia
$685K +$685K +8,322 New
EW
1095
Element Wealth
Mississippi
$685K -$13.8K -168 -2%
SP
1096
Successful Portfolios
Florida
$684K +$82 +1 +0%
VBCG
1097
Valley Brook Capital Group
Pennsylvania
$684K -$28.6K -348 -4%
OAM
1098
Oxford Asset Management
United Kingdom
$683K +$683K +8,302 New
ACP
1099
Aviance Capital Partners
Florida
$683K +$494 +6 +0.1%
PMG
1100
ProVise Management Group
Florida
$680K -$85.2K -1,035 -11%
42 43
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