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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 %
BBA
1501
BLB&B Advisors
Pennsylvania
$331K +$10.5K +128 +3%
FA
1502
Fagan Associates
New York
$330K – – –
O3W
1503
Omni 360 Wealth
New Jersey
$330K +$1.4K +17 +0.4%
AA
1504
ALPS Advisors
Colorado
$329K – – –
EWM
1505
Elmwood Wealth Management
California
$329K – – –
OFC
1506
Oakland Financial Corp
$329K +$329K +4,000 New
PB
1507
Pinnacle Bancorp
Nebraska
$329K -$9.06K -110 -3%
HA
1508
Huntleigh Advisors
Missouri
$328K +$328K +3,989 New
SAW
1509
Signal Advisors Wealth
Michigan
$328K -$11.4K -138 -3%
IFWM
1510
Institute for Wealth Management
Colorado
$328K -$82 -1 -0%
PFWA
1511
Paces Ferry Wealth Advisors
Georgia
$326K +$906 +11 +0.3%
FEG
1512
Financial Enhancement Group
Indiana
$326K +$326K +3,985 New
AWM
1513
Avior Wealth Management
Nebraska
$326K +$176K +2,137 +117%
BLAM
1514
Bourne Lent Asset Management
New York
$324K – – –
LOPW
1515
Live Oak Private Wealth
North Carolina
$323K -$14K -170 -4%
BAM
1516
Byrne Asset Management
New Jersey
$323K -$354K -3,925 Closed
OFG
1517
Oxford Financial Group
Indiana
$322K +$2.06K +25 +0.6%
PWM
1518
Palumbo Wealth Management
New York
$322K +$2.39K +29 +0.7%
WF
1519
Wayfinding Financial
Washington
$321K +$321K +3,903 New
DWA
1520
Douglass Winthrop Advisors
New York
$319K – – –
FA
1521
Financial Advisors
Massachusetts
$319K +$319K +3,881 New
HBT
1522
Heartland Bank & Trust
Illinois
$319K -$1.24K -15 -0.4%
PAM
1523
Peak Asset Management
Colorado
$319K – – –
FAT
1524
First American Trust
California
$319K +$319K +3,869 New
AA
1525
Advisory Alpha
Michigan
$318K -$61.9K -752 -16%
59 60
61
62 63