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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 %
BAM
1226
Broyhill Asset Management
North Carolina
$520K +$520K +6,317 New
MIM
1227
Moseley Investment Management
Florida
$518K +$1.56K +19 +0.3%
AC
1228
Avestar Capital
New York
$518K +$48.2K +586 +10%
TTWM
1229
TCV Trust & Wealth Management
Virginia
$518K – – –
GM
1230
GeoWealth Management
Illinois
$517K -$122K -1,479 -19%
OFG
1231
OmniStar Financial Group
North Carolina
$516K +$255K +3,100 +98%
NRD
1232
Nebula Research & Development
New York
$515K +$515K +6,254 New
BOJHT
1233
Bank of Jackson Hole Trust
Wyoming
$513K +$513K +6,236 New
EGWAG
1234
Elwood & Goetz Wealth Advisory Group
Georgia
$511K +$29K +352 +6%
EWA
1235
Elevate Wealth Advisory
Georgia
$510K +$10.1K +123 +2%
PWM
1236
Partners Wealth Management
California
$510K +$510K +6,200 New
NPFS
1237
Novak & Powell Financial Services
Florida
$510K -$102K -1,238 -17%
NP
1238
Nilsine Partners
Colorado
$507K +$31.3K +380 +7%
SWA
1239
SFMG Wealth Advisors
Texas
$507K – – –
CWM
1240
Cordatus Wealth Management
Pennsylvania
$506K +$21.5K +262 +4%
CBB
1241
Citizens Business Bank
California
$506K -$852K -3,827 -63%
RIP
1242
Reliant Investment Partners
North Carolina
$503K +$503K +6,115 New
HR
1243
Howe & Rusling
New York
$503K -$91.9K -1,116 -15%
AB
1244
Atlas Brown
Kentucky
$502K +$1.48K +18 +0.3%
PA
1245
Probity Advisors
Texas
$502K -$8.23K -100 -2%
SL
1246
Summitry LLC
California
$502K – – –
AC
1247
Apella Capital
Connecticut
$501K +$16.5K +200 +3%
EC
1248
EntryPoint Capital
New York
$501K +$172K +2,088 +52%
CM
1249
Capula Management
Cayman Islands
$500K +$500K +6,074 New
TGAM
1250
TBH Global Asset Management
Tennessee
$500K +$12.3K +150 +3%
48 49
50
51 52