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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.

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
Norges Bank
1
Norges Bank
Norway
$848M
2
Raymond James Financial
2
Raymond James Financial
Florida
$315M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$356M
4
BlackRock
4
BlackRock
New York
$6.89B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$217M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$763K
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.8B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$5.69M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.31B
5
GQG Partners
5
GQG Partners
Florida
$1.22B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.46B 102,790,453 +698,422 +0.7%
BlackRock
2
BlackRock
New York
$6.89B 83,741,812 +3,252,999 +4%
State Street
3
State Street
Massachusetts
$4.75B 57,646,249 -1,282,388 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.59B 55,807,575 +1,082,850 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.32B 28,215,976 -1,159,616 -4%
Capital International Investors
6
Capital International Investors
California
$2.24B 27,244,117 -1,285,824 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.06B 25,050,209 +528,870 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.8B 21,920,407 -3,245,816 -13%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.45B 17,571 +295 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.31B 15,876,440 -2,147,937 -12%
GQG Partners
11
GQG Partners
Florida
$1.22B 14,802,254 -1,753,649 -11%
Franklin Resources
12
Franklin Resources
California
$1.16B 14,099,428 -50,974 -0.4%
Morgan Stanley
13
Morgan Stanley
New York
$946M 11,491,827 +225,601 +2%
Northern Trust
14
Northern Trust
Illinois
$889M 10,805,269 +460,594 +4%
Norges Bank
15
Norges Bank
Norway
$848M 10,301,496 +10,301,496 New
Ameriprise
16
Ameriprise
Minnesota
$763M 9,269,678 -226,500 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$698M 8,475,998 +1,070,991 +14%
Goldman Sachs
18
Goldman Sachs
New York
$694M 8,427,741 +863,653 +11%
Legal & General Group
19
Legal & General Group
United Kingdom
$684M 8,308,053 +153,431 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$628M 7,633,606 +652,596 +9%
Bank of America
21
Bank of America
North Carolina
$593M 7,197,835 -1,303,207 -15%
Charles Schwab
22
Charles Schwab
California
$543M 6,599,710 +194,114 +3%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$452M 5,489,536 -708,498 -11%
UBS Group
24
UBS Group
Switzerland
$442M 5,365,096 +613,561 +13%
Invesco
25
Invesco
Georgia
$438M 5,325,294 +746,975 +16%
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