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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 %
ACP
1626
Aveo Capital Partners
Colorado
$268K +$52.3K +635 +24%
IA
1627
Insight Advisors
Pennsylvania
$267K – – –
SN
1628
Sittner & Nelson
Oregon
$267K – – –
UWM
1629
USAdvisors Wealth Management
Minnesota
$267K +$5.92K +72 +2%
CWM
1630
Chesapeake Wealth Management
Virginia
$266K – – –
RFM
1631
Royal Fund Management
Florida
$266K -$328K -3,988 -55%
ACM
1632
Aster Capital Management
United Arab Emirates
$266K +$266K +3,230 New
IAS
1633
Investment Advisory Services
Texas
$264K +$19.3K +234 +8%
CWMS
1634
Cannon Wealth Management Services
North Carolina
$264K +$84 +1 +0%
PCA
1635
Private Capital Advisors
Connecticut
$263K – – –
SIC
1636
Sterling Investment Counsel
New York
$263K -$691K -8,399 -72%
LCM
1637
Lazari Capital Management
California
$263K +$6.26K +76 +2%
BWM
1638
Biltmore Wealth Management
Arizona
$263K +$165 +2 +0.1%
GHAM
1639
Gilman Hill Asset Management
Connecticut
$263K – – –
SFS
1640
Searcy Financial Services
Kansas
$262K – – –
PWM
1641
Power Wealth Management
Georgia
$262K +$1.4K +17 +0.5%
TC
1642
TwinBeech Capital
New York
$261K -$1.22M -14,783 -82%
PFW
1643
Petros Family Wealth
Minnesota
$261K +$261K +3,171 New
LBC
1644
Leigh Baldwin & Co
New York
$261K +$261K +3,169 New
CIA
1645
Choate Investment Advisors
Massachusetts
$260K +$260K +3,164 New
KAM
1646
KEB Asset Management
Illinois
$260K – – –
PGAM
1647
Princeton Global Asset Management
New Jersey
$260K -$51.6K -627 -17%
RPC
1648
Rossmore Private Capital
Connecticut
$260K -$91.5K -1,111 -26%
CWM
1649
Compass Wealth Management
Connecticut
$259K – – –
IAS
1650
Insigneo Advisory Services
Florida
$259K -$256K -3,113 -50%
64 65
66
67 68