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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 %
JGIA
1851
Jackson Grant Investment Advisers
Connecticut
$166K +$1.24K +15 +0.7%
CIAM
1852
Caitong International Asset Management
Hong Kong
$159K +$159K +1,933 New
PPWM
1853
PFG Private Wealth Management
Florida
$159K +$2.55K +31 +2%
CIR
1854
Clear Investment Research
Georgia
$159K -$6.51K -79 -4%
ST
1855
Smithfield Trust
Pennsylvania
$157K – – –
MA
1856
MCF Advisors
Kentucky
$156K – – –
RTC
1857
Riverview Trust Company
Washington
$156K +$576 +7 +0.4%
HIA
1858
Harbor Investment Advisory
Maryland
$150K +$7.16K +87 +5%
MCM
1859
Manchester Capital Management
Vermont
$150K -$1.07K -13 -0.7%
CCA
1860
Catalyst Capital Advisors
New York
$149K +$149K +1,814 New
AFS
1861
Anderson Financial Strategies
Ohio
$148K +$148K +1,795 New
CFD
1862
Creative Financial Designs
Indiana
$148K -$41.1K -499 -22%
CA
1863
Continuum Advisory
Idaho
$147K -$19.3K -235 -12%
KIM
1864
Kestra Investment Management
Texas
$145K +$145K +1,761 New
SCM
1865
Silvant Capital Management
Georgia
$142K – – –
GP
1866
Greenline Partners
New York
$138K +$138K +1,677 New
TFA
1867
Toth Financial Advisory
Virginia
$138K +$329 +4 +0.2%
CB
1868
Community Bank
New York
$136K – – –
MCM
1869
MV Capital Management
Maryland
$135K -$494 -6 -0.4%
OW
1870
Olistico Wealth
Oklahoma
$135K +$2.96K +36 +2%
DMBA
1871
Deseret Mutual Benefit Administrators
Utah
$133K -$2.47K -30 -2%
SAM
1872
S.A. Mason
Michigan
$131K +$412 +5 +0.3%
BWL
1873
Bogart Wealth LLC
Virginia
$129K +$1.07K +13 +0.8%
AIM
1874
Acropolis Investment Management
Missouri
$127K -$16.5K -200 -11%
AS
1875
Altshuler Shaham
Israel
$125K +$125K +1,523 New
73 74
75
76 77