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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 %
MIFH
2026
Migdal Insurance & Financial Holdings
Israel
$16K +$16K +192 New
NWM
2027
Navigoe Wealth Management
California
$16K +$16K +200 New
HFS
2028
Horizon Financial Services
North Carolina
$15.6K – – –
TVWM
2029
Tower View Wealth Management
Wisconsin
$15.5K +$164 +2 +1%
PWMG
2030
Private Wealth Management Group
New Jersey
$14.8K +$1.65K +20 +13%
CWM
2031
Centricity Wealth Management
Ohio
$14.8K +$14.8K +180 New
CYG
2032
Clean Yield Group
Vermont
$14.4K – – –
MSWM
2033
Mowery & Schoenfeld Wealth Management
Illinois
$13.8K +$13.8K +168 New
FC
2034
Fairscale Capital
New Hampshire
$13.3K – – –
WCM
2035
Westend Capital Management
California
$12.8K – – –
EBA
2036
Eagle Bay Advisors
New York
$12.6K -$2.55K -31 -17%
FLP
2037
Financial Life Planners
Arizona
$12.4K +$12.4K +150 New
PPA
2038
Painted Porch Advisors
California
$11.9K +$11.9K +145 New
SC
2039
Steph & Co
Wisconsin
$11.5K – – –
SIC
2040
SJS Investment Consulting
Ohio
$10.4K +$165 +2 +2%
LC
2041
Lavaca Capital
Texas
$10K +$10K +122 New
CTWM
2042
Cherry Tree Wealth Management
Minnesota
$9.96K – – –
FGC
2043
Financial Gravity Companies
Texas
$9.88K – – –
FIA
2044
FPC Investment Advisory
California
$9.74K +$9.74K +116 New
GWM
2045
Guardian Wealth Management
Illinois
$9.6K +$82 +1 +0.9%
CWM
2046
CarsonAllaria Wealth Management
Illinois
$9.54K -$8.3K -100 -47%
AP
2047
Aspect Partners
Virginia
$9.47K +$82 +1 +0.9%
NRG
2048
Nemes Rush Group
Michigan
$9.38K +$82 +1 +0.9%
RS
2049
Rakuten Securities
Japan
$9.22K +$8.89K +108 +2,700%
LP
2050
LMR Partners
United Kingdom
$8.73K +$8.4K +102 +2,550%
80 81
82
83 84