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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 %
PFBT
1801
Parkside Financial Bank & Trust
Missouri
$207K +$6.92K +84 +3%
UL
1802
Unionview LLC
Washington
$207K +$165 +2 +0.1%
WG
1803
Winton Group
United Kingdom
$206K +$206K +2,508 New
ACM
1804
Advance Capital Management
Michigan
$206K +$14.2K +172 +7%
WTC
1805
WhitTier Trust Company
Nevada
$206K -$17K -207 -8%
AFA
1806
AA Financial Advisors
Ohio
$206K – – –
GSB
1807
Greenfield Savings Bank
Massachusetts
$206K – – –
Fayez Sarofim & Co
1808
Fayez Sarofim & Co
Texas
$206K – – –
GWCM
1809
Godshalk Welsh Capital Management
Pennsylvania
$206K – – –
EC
1810
Enhancing Capital
Pennsylvania
$206K +$206K +2,500 New
EW
1811
Evoke Wealth
California
$206K -$11.6K -141 -5%
BFA
1812
Brown Financial Advisory
Alabama
$205K +$3.62K +44 +2%
PSCM
1813
Per Stirling Capital Management
Texas
$205K +$1.4K +17 +0.7%
RWP
1814
Revolve Wealth Partners
New Jersey
$204K -$32.6K -396 -14%
CFCI
1815
Comprehensive Financial Consultants Institutional
Indiana
$204K – – –
CWM
1816
Crowley Wealth Management
Delaware
$204K +$204K +2,480 New
SSWG
1817
Seven Springs Wealth Group
Tennessee
$204K +$204K +2,474 New
JMFC
1818
J.M. Forbes & Co
Massachusetts
$203K – – –
PA
1819
PharVision Advisers
Florida
$203K +$203K +2,466 New
DIM
1820
Delta Investment Management
California
$203K – – –
GMA
1821
Glassy Mountain Advisors
Maryland
$203K – – –
JCM
1822
Jacobsen Capital Management
Utah
$202K +$1.07K +13 +0.5%
TF
1823
Tompkins Financial
New York
$202K -$7.41K -90 -4%
SPI
1824
Santori & Peters Inc
Pennsylvania
$202K +$1.48K +18 +0.7%
WWC
1825
Waypoint Wealth Counsel
Georgia
$200K +$6.59K +80 +3%
71 72
73
74 75