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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
27.94%
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
$356M
2
BlackRock
BlackRock
New York
$6.89B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$217M
4
Renaissance Technologies
Renaissance Technologies
New York
$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.59B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$763K
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.8B
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.69M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.31B
5
GQG Partners
GQG Partners
Florida
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$24M +$71.4K +867 +0.3%
MIM
152
MetLife Investment Management
New Jersey
$23.9M +$465K +5,648 +2%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.4M +$7.7M +93,583 +49%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$23.2M -$685K -8,325 -3%
American Century Companies
155
American Century Companies
Missouri
$22.9M -$3.9M -47,338 -15%
CWM
156
Cahaba Wealth Management
Georgia
$22.9M +$576K +6,996 +3%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$22.3M -$1.47M -17,892 -6%
BCI
158
Brinker Capital Investments
Pennsylvania
$22.2M +$930K +11,295 +4%
OPS
159
Orion Portfolio Solutions
Nebraska
$22.2M +$930K +11,295 +4%
AQR Capital Management
160
AQR Capital Management
Connecticut
$22.1M +$8.04M +97,619 +57%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$22M +$586K +7,122 +3%
ACM
162
Advisors Capital Management
New Jersey
$21.8M +$1.97M +23,905 +10%
KAS
163
Kestra Advisory Services
Texas
$21.7M -$2.6M -31,541 -11%
Fidelity International
164
Fidelity International
Bermuda
$21.6M -$8.09M -98,304 -27%
DP
165
DDD Partners
Washington
$21.4M -$567K -6,892 -3%
CGH
166
Crossmark Global Holdings
Texas
$21.1M +$297K +3,603 +1%
CIC
167
Crawford Investment Counsel
Georgia
$21.1M -$449K -5,452 -2%
ST
168
Sabal Trust
Florida
$20.8M -$265K -3,218 -1%
CF
169
Corebridge Financial
Texas
$20.7M -$948K -11,521 -4%
Comerica Bank
170
Comerica Bank
Texas
$20.7M -$834K -10,130 -4%
FRAF
171
Första AP-fonden
Sweden
$20.5M -$214K -2,600 -1%
Corient Private Wealth
172
Corient Private Wealth
Florida
$20.4M -$2.36M -29,017 -10%
FCI
173
Financial Counselors Inc
Kansas
$19.9M -$188K -2,280 -0.9%
CNB
174
Czech National Bank
Czech Republic
$19.6M +$1.22M +14,824 +7%
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$19.5M -$129K -1,570 -0.7%
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