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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 %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$19.4M -$1.7M -20,638 -8%
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.4M +$11.7M +141,876 +152%
FMLI
178
Fukoku Mutual Life Insurance
Japan
$19.1M +$89.9K +1,092 +0.5%
NA
179
NewEdge Advisors
Louisiana
$18.9M +$937K +11,384 +5%
SC
180
Savant Capital
Illinois
$18.8M +$340K +4,132 +2%
NPF
181
Norris Perne & French
Michigan
$18.8M -$180K -2,188 -0.9%
Citadel Advisors
182
Citadel Advisors
Florida
$18.7M -$40.1M -486,934 -68%
DIA
183
Davidson Investment Advisors
Montana
$18.4M -$640K -7,774 -3%
SCTC
184
Sanibel Captiva Trust Company
Florida
$18.4M -$485K -5,890 -3%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$18.4M +$744K +9,035 +4%
RCYC
186
Richard C. Young & Co
Rhode Island
$18.3M +$49.6K +602 +0.3%
RFC
187
Regions Financial Corp
Alabama
$18.2M +$264K +3,204 +1%
WA
188
Waverly Advisors
Alabama
$18.1M +$4.32M +52,493 +31%
CWM
189
Calamos Wealth Management
Illinois
$17.9M +$5.29M +64,216 +42%
TIAA Trust, National Association
190
TIAA Trust, National Association
North Carolina
$17.8M +$426K +5,171 +2%
AB
191
Amalgamated Bank
New York
$17.7M -$250K -3,042 -1%
CII
192
Capital International Inc
California
$17.6M -$26.6M -323,082 -60%
BCM
193
Becker Capital Management
Oregon
$17.5M +$1.39M +16,837 +9%
Calamos Advisors
194
Calamos Advisors
Illinois
$17.4M +$168K +2,041 +1%
BCIM
195
British Columbia Investment Management
British Columbia, Canada
$17.3M +$2.24M +27,153 +15%
MCM
196
MAI Capital Management
Ohio
$17.2M +$2.26M +27,413 +15%
GAM
197
Gotham Asset Management
New York
$17.2M +$13.5M +164,250 +371%
CAMG
198
CWA Asset Management Group
Florida
$17.1M -$669K -8,129 -4%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$16.8M +$57.8K +702 +0.3%
VV
200
Verity & Verity
South Carolina
$16.6M +$447K +5,434 +3%
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