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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 %
PWP
2126
Perfromance Wealth Partners
Illinois
– -$484K -5,367 Closed
KOC
2127
Koss-Olinger Consulting
Florida
– -$481K -5,335 Closed
RW
2128
REDW Wealth
New Mexico
– -$459K -5,094 Closed
FFG
2129
Fiduciary Financial Group
California
– -$434K -4,862 Closed
LGW
2130
Leslie Global Wealth
Illinois
– -$422K -4,678 Closed
MPCA
2131
Madison Park Capital Advisors
Washington
– -$413K -4,583 Closed
GJWM
2132
Gilliland Jeter Wealth Management
Arkansas
– -$392K -4,346 Closed
CFM
2133
Catalyst Funds Management
Australia
– -$379K -4,200 Closed
GPW
2134
Gentry Private Wealth
Kansas
– -$363K -4,029 Closed
MIS
2135
Morningstar Investment Services
Illinois
– -$356K -3,950 Closed
CGFA
2136
Colton Groome Financial Advisors
North Carolina
– -$352K -3,900 Closed
RIA
2137
Realta Investment Advisors
Delaware
– -$348K -3,871 Closed
MPM
2138
MBB Public Markets
Illinois
– -$333K -3,690 Closed
EFSCE
2139
Enterprise Financial Services Corp (EFSC)
Missouri
– -$329K -3,648 Closed
FEM
2140
Fulcrum Equity Management
Texas
– -$327K -3,627 Closed
KI
2141
Kapitalo Investimentos
Brazil
– -$321K -3,556 Closed
RRWA
2142
Rainey & Randall Wealth Advisors
Florida
– -$316K -3,506 Closed
AF
2143
Aldebaran Financial
– -$311K -3,450 Closed
TVAMP
2144
Tennessee Valley Asset Management Partners
Tennessee
– -$312K -3,425 Closed
PSP
2145
Principal Street Partners
Tennessee
– -$290K -3,424 Closed
BFWM
2146
Bright Futures Wealth Management
New York
– -$295K -3,296 Closed
FA
2147
FSA Advisors
Michigan
– -$292K -3,275 Closed
OTL
2148
Oak Thistle LLC
New York
– -$294K -3,260 Closed
CTI
2149
Community Trust & Investment
Kentucky
– -$292K -3,236 Closed
BWP
2150
Barlow Wealth Partners
Kentucky
– -$277K -3,120 Closed
84 85
86
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