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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 %
BIP
1701
Blueprint Investment Partners
North Carolina
$241K -$20.6K -250 -8%
HIC
1702
Harvey Investment Company
Kentucky
$241K – – –
SC
1703
Stephens Consulting
Michigan
$241K +$42.2K +513 +21%
AA
1704
Armis Advisers
Georgia
$241K +$241K +2,923 New
FWM
1705
Forefront Wealth Management
Pennsylvania
$240K +$240K +2,913 New
AIM
1706
Advyzon Investment Management
Illinois
$240K +$240K +2,910 New
BFA
1707
Buttonwood Financial Advisors
Maryland
$239K -$44.4K -539 -16%
IA
1708
Intellus Advisors
Florida
$239K +$239K +2,902 New
BFF
1709
Byrne Financial Freedom
Massachusetts
$239K +$239K +2,901 New
GIA
1710
Gateway Investment Advisers
Ohio
$239K -$40.3K -490 -14%
OL
1711
OneFund LLC
Florida
$238K +$1.89K +23 +0.8%
OWA
1712
Octavia Wealth Advisors
Ohio
$238K -$21.2K -258 -8%
LWA
1713
Ledgewood Wealth Advisors
New Hampshire
$238K – – –
CAM
1714
Councilmark Asset Management
Tennessee
$237K – – –
HPIA
1715
Hamilton Point Investment Advisors
North Carolina
$237K +$237K +2,883 New
SRC
1716
Shufro Rose & Co
New York
$237K – – –
DWAM
1717
Duncan Williams Asset Management
Tennessee
$237K +$906 +11 +0.4%
4WM
1718
44 Wealth Management
Oregon
$237K +$3.05K +37 +1%
BBA
1719
Baader Bank Aktiengesellschaft
Germany
$236K -$238K -2,889 -50%
GFP
1720
Gryphon Financial Partners
Ohio
$236K -$20.1K -244 -8%
PCM
1721
Penserra Capital Management
California
$235K +$227K +2,776 +2,985%
RRCM
1722
Rappaport Reiches Capital Management
Illinois
$234K +$247 +3 +0.1%
BMM
1723
Buffington Mohr McNeal
Idaho
$234K – – –
NEWAS
1724
N.E.W. Advisory Services
Wisconsin
$234K +$247 +3 +0.1%
WIM
1725
Warwick Investment Management
Texas
$234K +$234K +2,841 New
67 68
69
70 71