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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 %
NAMNJ
2201
NorthStar Asset Management (New Jersey)
New Jersey
– -$201K -2,231 Closed
PA
2202
Parkside Advisors
California
– -$201K -2,228 Closed
FFA
2203
Founders Financial Alliance
North Carolina
– -$198K -2,195 Closed
HGA
2204
Hobbs Group Advisors
South Carolina
– -$151K -1,678 Closed
SHIM
2205
Stone House Investment Management
Pennsylvania
– -$103K -1,147 Closed
DI
2206
DAGCO Inc
Ohio
– -$90.2K -1,000 Closed
UFF
2207
USA Financial Formulas
Michigan
– -$78K -865 Closed
RA
2208
Rational Advisors
New York
– -$46.7K -518 Closed
APC
2209
Aspire Private Capital
North Carolina
– -$41.8K -464 Closed
VAMG
2210
Voisard Asset Management Group
Michigan
– -$41.4K -459 Closed
OA
2211
Operose Advisors
Wisconsin
– -$36.9K -409 Closed
CA
2212
Claris Advisors
Missouri
– -$30.5K -338 Closed
MWA
2213
MFA Wealth Advisors
Pennsylvania
– -$23.8K -264 Closed
PS
2214
Planned Solutions
California
– -$20K -222 Closed
FNWA
2215
Financial Network Wealth Advisors
Utah
– -$19.4K -215 Closed
CWM
2216
Cedar Wealth Management
California
– -$19K -211 Closed
TFGT
2217
TS Financial Group (TSFG)
Illinois
– -$18K -200 Closed
Parallax Volatility Advisers
2218
Parallax Volatility Advisers
California
– -$15.1K -167 Closed
CPA
2219
Capital Performance Advisors
California
– -$11.9K -132 Closed
RWA
2220
Redmont Wealth Advisors
Illinois
– -$9.47K -105 Closed
RWM
2221
Reston Wealth Management
Virginia
– -$8.93K -99 Closed
CCM
2222
Chilton Capital Management
Texas
– -$4.6K -51 Closed
WA
2223
WestEnd Advisors
North Carolina
– -$1.35K -15 Closed
SFCL
2224
Strengthening Families & Communities LLC
Massachusetts
– -$1.17K -13 Closed
MFG
2225
Mendota Financial Group
Wisconsin
– -$91 -1 Closed
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