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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 %
YDMI
2101
Y.D. More Investments
Israel
$89 +$19 +82 +26%
SPS
2102
Susquehanna Portfolio Strategies
Pennsylvania
– -$21.3M -236,143 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$18M -200,000 Closed
TCA
2104
Tortoise Capital Advisors
Kansas
– -$10.9M -120,916 Closed
Arrowstreet Capital
2105
Arrowstreet Capital
Massachusetts
– -$10.6M -117,925 Closed
TI
2106
Trexquant Investment
Connecticut
– -$9.73M -107,860 Closed
AP
2107
Advisors Preferred
Maryland
– -$8.77M -96,501 Closed
DAS
2108
Dynamic Advisor Solutions
Arizona
– -$7.9M -87,594 Closed
VLKIM
2109
Van Lanschot Kempen Investment Management
Netherlands
– -$6.62M -73,382 Closed
EA
2110
Ellsworth Advisors
Ohio
– -$6.47M -71,782 Closed
DS
2111
DRW Securities
Illinois
– -$4.5M -49,927 Closed
FTDI
2112
First Trust Direct Indexing
Massachusetts
– -$3.65M -40,423 Closed
IMCOOI
2113
Investment Management Corp of Ontario (IMCO)
Canada
– -$3.27M -36,242 Closed
MF
2114
Magnetar Financial
Illinois
– -$3.24M -35,943 Closed
WorldQuant Millennium Advisors
2115
WorldQuant Millennium Advisors
New York
– -$3.17M -35,205 Closed
SLFPAM
2116
St. Louis Financial Planners Asset Management
Missouri
– -$2.13M -23,555 Closed
BFM
2117
Boothbay Fund Management
New York
– -$1.84M -20,413 Closed
DFCM
2118
Dark Forest Capital Management
Puerto Rico
– -$1.57M -17,434 Closed
CCP
2119
Clough Capital Partners
Massachusetts
– -$1.28M -14,208 Closed
STA
2120
Summit Trail Advisors
New York
– -$1.18M -13,089 Closed
CC
2121
Corton Capital
Ontario, Canada
– -$883K -9,791 Closed
EIP
2122
Epoch Investment Partners
New York
– -$576K -6,388 Closed
BCM
2123
BlueCrest Capital Management
Jersey
– -$551K -6,109 Closed
ACM
2124
AlphaStar Capital Management
North Carolina
– -$550K -6,099 Closed
SWP
2125
Significant Wealth Partners
Illinois
– -$493K -5,467 Closed
83 84
85
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