SO icon

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 %
NB
1676
Northwest Bancshares
Pennsylvania
$249K – – –
TCWM
1677
Total Clarity Wealth Management
Illinois
$249K +$82 +1 +0%
PP
1678
PDS Planning
Ohio
$249K -$57.3K -696 -19%
RMDI
1679
R.M. Davis Inc
Maine
$247K -$18.9K -230 -7%
IAMOG
1680
Investors Asset Management of Georgia
Georgia
$247K – – –
KF
1681
KKM Financial
Illinois
$247K – – –
ACA
1682
Anchor Capital Advisors
Massachusetts
$247K -$8.23K -100 -3%
AMAL
1683
Asset Management Advisors LLC
Oklahoma
$247K – – –
PFS
1684
Prospect Financial Services
New York
$247K +$52.2K +634 +27%
CFS
1685
CRA Financial Services
New Jersey
$247K – – –
FFB
1686
First Financial Bankshares
Texas
$246K -$12.4K -151 -5%
GAM
1687
Grandview Asset Management
Pennsylvania
$246K +$246K +2,989 New
WTFG
1688
Wood Tarver Financial Group
Idaho
$246K +$246K +2,996 New
GWM
1689
Gray Wealth Management
Maine
$246K -$659 -8 -0.3%
VWM
1690
Vermillion Wealth Management
Minnesota
$245K +$245K +2,979 New
LGG
1691
Luts & Greenleigh Group
Maryland
$245K +$2.31K +28 +1%
BONH
1692
Bank of New Hampshire
New Hampshire
$244K – – –
MEAC
1693
M.E. Allison & Co
Texas
$243K +$243K +2,956 New
BWG
1694
Berry Wealth Group
Texas
$243K +$1.15K +14 +0.5%
BB
1695
Berkshire Bank
Massachusetts
$243K +$15.2K +185 +7%
JIC
1696
Joel Isaacson & Co
New York
$243K +$1.15K +14 +0.5%
IAG
1697
Ipsen Advisor Group
Arkansas
$242K +$242K +2,941 New
VCP
1698
Verus Capital Partners
Arizona
$242K +$29.1K +354 +14%
ECM
1699
Exchange Capital Management
Michigan
$242K -$8.23K -100 -3%
AW
1700
Alteri Wealth
California
$242K +$242K +2,934 New
66 67
68
69 70