SO icon

Southern Company
SO

Overview Fund Activity

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.16B
2
Capital International Investors
Capital International Investors
California
$1.72B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$635M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.59B
5
Ameriprise
Ameriprise
Minnesota
$685M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$797M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.71B
3
State Street
State Street
Massachusetts
$4.14B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.37B
5
Marshall Wace
Marshall Wace
United Kingdom
$247K
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
1826
Holocene Advisors
New York
– -$4.2M -59,944 Closed
MWM
1827
Meridian Wealth Management
Kentucky
– -$3.35M -47,826 Closed
CPRC
1828
Consolidated Portfolio Review Corp
New York
– -$2.26M -32,245 Closed
PP
1829
Prudential plc
United Kingdom
– -$2.25M -32,159 Closed
FI
1830
FJ Investments
Utah
– -$1.97M -28,083 Closed
DTL
1831
Dynamic Technology Lab
Singapore
– -$1.96M -28,002 Closed
CSS
1832
Cubist Systematic Strategies
Connecticut
– -$1.78M -25,381 Closed
YIH
1833
Y-Intercept (HK)
Hong Kong
– -$1.7M -24,273 Closed
PRC
1834
Pearl River Capital
Michigan
– -$1.66M -23,663 Closed
WAM
1835
Weiss Asset Management
Massachusetts
– -$1.58M -22,551 Closed
GCIM
1836
Gunn & Company Investment Management
Florida
– -$1.47M -20,985 Closed
VA
1837
Vident Advisory
Georgia
– -$1.46M -20,774 Closed
SSA
1838
Schonfeld Strategic Advisors
New York
– -$1.17M -16,700 Closed
WC
1839
Wexford Capital
Florida
– -$1.13M -16,158 Closed
EGM
1840
Engineers Gate Manager
New York
– -$1.12M -15,984 Closed
WI
1841
WBI Investments
New Jersey
– -$938K -13,383 Closed
ECU
1842
Eisler Capital (UK)
United Kingdom
– -$905K -12,909 Closed
Walleye Trading
1843
Walleye Trading
New York
– -$882K -12,577 Closed
MCIA
1844
Mountain Capital Investment Advisors
Colorado
– -$887K -12,290 Closed
GAM
1845
Groupama Asset Management
France
– -$814K -11,598 Closed
MC
1846
Machina Capital
France
– -$812K -11,587 Closed
HHAM
1847
HITE Hedge Asset Management
Massachusetts
– -$807K -11,504 Closed
A
1848
AlphaQuest
New York
– -$780K -11,117 Closed
GS
1849
GTS Securities
New York
– -$759K -10,830 Closed
DA
1850
DCM Advisors
New York
– -$701K -10,000 Closed
72 73
74
75 76