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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 %
BOS
2176
Bank of Stockton
California
– -$214K -2,370 Closed
AI
2177
Axecap Investments
Ohio
– -$213K -2,358 Closed
SCG
2178
Sonata Capital Group
Washington
– -$210K -2,325 Closed
NCM
2179
Noesis Capital Mangement
Florida
– -$209K -2,320 Closed
PRS
2180
Pinkerton Retirement Specialists
Idaho
– -$209K -2,320 Closed
SPWG
2181
Sage Private Wealth Group
Illinois
– -$208K -2,305 Closed
PIAS
2182
PCA Investment Advisory Services
Ohio
– -$208K -2,305 Closed
WLG
2183
Williamson Legacy Group
Indiana
– -$208K -2,303 Closed
SMH
2184
Sanders Morris Harris
Texas
– -$207K -2,300 Closed
SFPG
2185
Stonebridge Financial Planning Group
Florida
– -$207K -2,300 Closed
AFA
2186
AllGen Financial Advisors
Florida
– -$207K -2,300 Closed
ACM
2187
Alamar Capital Management
California
– -$207K -2,298 Closed
PMSA
2188
Patrick M. Sweeney & Associates
Illinois
– -$207K -2,293 Closed
MWA
2189
Muirfield Wealth Advisors
North Carolina
– -$206K -2,282 Closed
RIM
2190
Rockbridge Investment Management
New York
– -$205K -2,275 Closed
THCM
2191
Taylor Hoffman Capital Management
Virginia
– -$207K -2,270 Closed
OWA
2192
Outlook Wealth Advisors
Texas
– -$204K -2,267 Closed
AWM
2193
Accel Wealth Management
Iowa
– -$204K -2,266 Closed
RSWA
2194
Robinson Smith Wealth Advisors
Maine
– -$203K -2,254 Closed
WP
2195
WealthShield Partners
North Carolina
– -$203K -2,254 Closed
BC
2196
Bowman & Company
Wisconsin
– -$203K -2,250 Closed
EB
2197
Emprise Bank
Kansas
– -$203K -2,248 Closed
NIM
2198
Northeast Investment Management
Massachusetts
– -$203K -2,247 Closed
HIM
2199
Hanlon Investment Management
New Jersey
– -$202K -2,237 Closed
BBA
2200
Braun-Bostich & Associates
Pennsylvania
– -$201K -2,234 Closed
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