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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 %
WA
1351
WealthTrust Axiom
Pennsylvania
$423K – – –
CWC
1352
Carolinas Wealth Consulting
North Carolina
$422K +$1.56K +19 +0.4%
RCM
1353
Requisite Capital Management
Texas
$422K – – –
JAA
1354
Joel Adams & Associates
North Carolina
$421K +$421K +5,115 New
SIC
1355
Sigma Investment Counselors
Michigan
$421K +$823 +10 +0.2%
SQA
1356
Simon Quick Advisors
New Jersey
$421K +$43K +522 +11%
FFM
1357
Forum Financial Management
Illinois
$420K -$31.1K -378 -7%
KWM
1358
Keebeck Wealth Management
Illinois
$419K +$135K +1,644 +48%
SC
1359
Scotia Capital
Ontario, Canada
$419K -$769K -9,344 -65%
MHR
1360
Matthew Hamilton Rosenberg
$418K +$27.2K +330 +7%
FFIC
1361
First Fiduciary Investment Counsel
Ohio
$417K – – –
CICI
1362
Capital Investment Counsel Inc
North Carolina
$415K +$44.5K +541 +12%
OLVIG
1363
Oliver Lagore Vanvalin Investment Group
Michigan
$414K – – –
LFA
1364
Legacy Financial Advisors
Kentucky
$414K -$82 -1 -0%
PPC
1365
Park Place Capital
Alabama
$414K -$18.4K -224 -4%
AWG
1366
Altus Wealth Group
Colorado
$413K +$576 +7 +0.1%
JC
1367
JB Capital
Connecticut
$413K +$412 +5 +0.1%
FBB
1368
Fulton Breakefield Broenniman
Maryland
$412K +$101K +1,230 +33%
GCM
1369
Glaxis Capital Management
Florida
$412K +$412K +5,000 New
CCA
1370
Corps Capital Advisors
Texas
$412K +$412K +5,000 New
UCB
1371
United Community Bank
South Carolina
$411K -$1.84M -22,326 -82%
HP
1372
Holistic Planning
Texas
$410K +$28.1K +341 +7%
RPGK
1373
Retirement Planning Group (Kansas)
Kansas
$410K +$3.21K +39 +0.8%
GCP
1374
GSA Capital Partners
United Kingdom
$409K +$134K +1,625 +49%
VR
1375
Valued Retirements
Texas
$409K +$988 +12 +0.2%
53 54
55
56 57