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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 %
AIA
1176
Angeles Investment Advisors
California
$578K – – –
GSWM
1177
Greenup Street Wealth Management
Michigan
$576K +$576K +6,995 New
CC
1178
Chicago Capital
Illinois
$575K +$4.12K +50 +0.7%
BIA
1179
Beacon Investment Advisors
Maryland
$575K -$9.88K -120 -2%
PL
1180
Perpetual Ltd
Australia
$575K – – –
BWP
1181
Baldwin Wealth Partners
Massachusetts
$573K +$5.02K +61 +0.9%
C1AG
1182
Client 1st Advisory Group
Florida
$573K – – –
CT
1183
Clearstead Trust
Maine
$571K +$2.63K +32 +0.5%
CWMA
1184
Capstone Wealth Management (Alabama)
Alabama
$571K +$571K +6,937 New
MAA
1185
Mraz Amerine & Associates
California
$567K – – –
WAAG
1186
Wealth Alliance Advisory Group
Kansas
$567K – – –
FTUS
1187
Flow Traders U.S.
New York
$565K +$565K +6,864 New
AHL
1188
Abel Hall LLC
Louisiana
$565K +$2.72K +33 +0.5%
FB
1189
Finward Bancorp
Indiana
$564K +$564K +6,856 New
NFC
1190
Northstar Financial Companies
Pennsylvania
$564K +$564K +6,851 New
ICM
1191
Islay Capital Management
Texas
$561K -$494 -6 -0.1%
USB
1192
Union Savings Bank
Connecticut
$559K – – –
LFM
1193
LGT Fund Management
Liechtenstein
$559K +$181K +2,200 +48%
SCA
1194
Stokes Capital Advisors
South Carolina
$559K – – –
TWM
1195
Tradition Wealth Management
Minnesota
$559K +$18.4K +224 +3%
WF
1196
Welch & Forbes
Massachusetts
$558K +$13.3K +161 +2%
RWA
1197
River Wealth Advisors
Pennsylvania
$558K +$1.73K +21 +0.3%
VHAM
1198
Van Hulzen Asset Management
California
$557K – – –
LSAG
1199
Lake Street Advisors Group
New Hampshire
$557K +$15.6K +190 +3%
FHA
1200
Flagship Harbor Advisors
Massachusetts
$557K +$98.4K +1,196 +21%
46 47
48
49 50