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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.

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 %
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$44.7M +$11.5M +140,401 +35%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$44.3M +$1.42M +17,192 +3%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$43.3M +$11.3M +136,890 +35%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$42.7M +$362K +4,400 +0.9%
Osaic Holdings
105
Osaic Holdings
Arizona
$42.5M +$500K +6,278 +1%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$41.3M -$3.8M -46,114 -8%
Asset Management One
107
Asset Management One
Japan
$40.4M -$160K -1,919 -0.4%
DnB Asset Management
108
DnB Asset Management
Norway
$39.8M +$972K +11,807 +3%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$39.7M +$249K +3,020 +0.6%
CVA
110
Ceredex Value Advisors
Florida
$39.6M -$3.62M -43,986 -8%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.8M -$1.94M -23,607 -5%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$38.7M +$14.3M +174,306 +59%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$35.7M +$972K +11,909 +3%
GF
114
Gabelli Funds
New York
$34.5M -$251K -3,050 -0.7%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$34.4M +$18.9M +229,948 +122%
US Bancorp
116
US Bancorp
Minnesota
$34.3M -$279K -3,394 -0.8%
RAM
117
Resona Asset Management
Japan
$34.3M -$1.34M -16,243 -4%
SA
118
Sanctuary Advisors
Indiana
$34M -$261K -3,076 -0.8%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$33.2M -$1.48M -17,932 -4%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$33M – – –
SEI Investments
121
SEI Investments
Pennsylvania
$32.9M -$6.68M -81,161 -17%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$32.8M +$1.31M +15,923 +4%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$32.2M +$11.9K +145 +0%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$31.7M -$8.07M -98,032 -20%
Creative Planning
125
Creative Planning
Kansas
$31.6M +$1.28M +15,582 +4%
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5
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