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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 %
LA
1551
Latitude Advisors
Florida
$304K -$29.3K -356 -9%
SCA
1552
Stonebridge Capital Advisors
Minnesota
$303K +$2.96K +36 +1%
SMA
1553
Sage Mountain Advisors
Georgia
$303K -$136K -1,652 -31%
RIS
1554
Retirement Income Solutions
Michigan
$302K – – –
MFG
1555
MidWestOne Financial Group
Iowa
$302K – – –
WCAMG
1556
Woodard & Company Asset Management Group
North Carolina
$302K – – –
IA
1557
IFC Advisors
California
$300K +$300K +3,650 New
MFC
1558
Morris Financial Concepts
South Carolina
$300K +$28K +340 +10%
ATWA
1559
Arbor Trust Wealth Advisors
Michigan
$300K -$12.3K -150 -4%
CFG
1560
Cooper Financial Group
California
$300K +$3.05K +37 +1%
KWMG
1561
King Wealth Management Group
Florida
$299K +$4.44K +54 +2%
LAS
1562
Lloyd Advisory Services
Georgia
$298K -$9.79K -119 -3%
FFO
1563
Fortitude Family Office
Arizona
$297K +$6.92K +84 +2%
IWM
1564
Integris Wealth Management
California
$296K – – –
FCFC
1565
First Citizens Financial Corp
Iowa
$296K +$8.23K +100 +3%
TSWM
1566
Tyler-Stone Wealth Management
Ohio
$295K +$165 +2 +0.1%
UWP
1567
Uniting Wealth Partners
Kansas
$295K +$295K +3,583 New
DOA
1568
D'Orazio & Associates
Virginia
$295K +$92.8K +1,127 +46%
WIC
1569
Willis Investment Counsel
Georgia
$294K – – –
GWM
1570
Glass Wealth Management
Texas
$293K – – –
VWA
1571
VSM Wealth Advisory
Maryland
$292K +$292K +3,547 New
PCP
1572
Proficio Capital Partners
Massachusetts
$292K +$106K +1,282 +57%
FAG
1573
Fortitude Advisory Group
Washington
$292K -$1.32K -16 -0.4%
SWAG
1574
Spectrum Wealth Advisory Group
California
$292K +$292K +3,542 New
QWP
1575
Quotient Wealth Partners
Texas
$291K +$6.42K +78 +2%
61 62
63
64 65