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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 %
HNB
201
Huntington National Bank
Ohio
$16.6M +$1.16M +14,053 +8%
ELC
202
Edgar Lomax Company
Virginia
$16.5M -$321K -3,895 -2%
Cerity Partners
203
Cerity Partners
New York
$15.9M -$117K -1,399 -0.7%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$15.7M +$1.73M +21,028 +12%
ProShare Advisors
205
ProShare Advisors
Maryland
$15.7M +$2.5M +30,421 +19%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$15.6M +$17.2K +209 +0.1%
NPA
207
Nichols & Pratt Advisers
Massachusetts
$15.4M -$307K -3,734 -2%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$15.3M +$604K +7,341 +4%
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$15.2M – – –
GCM
210
Graham Capital Management
Connecticut
$15M +$8.6M +104,450 +133%
LIM
211
Leavell Investment Management
Alabama
$15M -$274K -3,332 -2%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$15M -$56.4K -685 -0.4%
ERIM
213
Eagle Ridge Investment Management
Connecticut
$15M -$224K -2,720 -1%
URS
214
Utah Retirement Systems
Utah
$15M +$49.4K +600 +0.3%
AAF
215
Andra AP-fonden
Sweden
$14.6M +$11.8M +143,100 +414%
Verition Fund Management
216
Verition Fund Management
Connecticut
$14.4M -$5.19M -63,024 -26%
UIM
217
USS Investment Management
United Kingdom
$14.4M -$1.07M -12,994 -7%
DILIC
218
Dai-ichi Life Insurance Company
Japan
$14.4M +$3.41M +41,403 +31%
HWM
219
HB Wealth Management
Georgia
$14.4M +$493K +5,991 +4%
UOC
220
UBS O'Connor
Illinois
$14.3M +$6.82M +82,890 +91%
CWM
221
CIBC World Markets
New York
$14.2M +$2.01M +24,443 +16%
DWM
222
Dakota Wealth Management
Florida
$13.9M -$300K -3,640 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13.7M +$13.5M +163,426 +4,825%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$13.7M -$264K -3,205 -2%
M&T Bank
225
M&T Bank
New York
$13.6M +$147K +1,785 +1%
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