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Southern Company

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
27.93%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
301
Thompson Siegel & Walmsley
Virginia
$8.85M -$61.7K -750 -0.7%
CAC
302
Core Alternative Capital
Georgia
$8.75M -$421K -5,119 -5%
TH
303
TCTC Holdings
Texas
$8.7M -$16.6K -202 -0.2%
MSU
304
Mizuho Securities USA
New York
$8.55M +$2.71M +32,943 +46%
William Blair & Company
305
William Blair & Company
Illinois
$8.5M -$86.8K -1,055 -1%
PWP
306
Principle Wealth Partners
Connecticut
$8.47M +$315K +3,829 +4%
EWM
307
Executive Wealth Management
Michigan
$8.47M +$1.9M +23,050 +29%
ACIM
308
Azimuth Capital Investment Management
Michigan
$8.27M +$127K +1,545 +2%
LMIM
309
Lockheed Martin Investment Management
Maryland
$8.24M -$1.57M -19,060 -16%
MMA
310
Mizuho Markets Americas
New York
$8.23M +$8.23M +100,000 New
AMG
311
Advisors Management Group
Wisconsin
$8.21M -$87.1K -1,058 -1%
FG
312
Fiduciary Group
Georgia
$8.19M -$252K -3,067 -3%
IA
313
IFG Advisory
Georgia
$8.18M +$420K +5,096 +5%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$8.16M +$309K +3,748 +4%
VWA
315
Visionary Wealth Advisors
Illinois
$8.13M +$33.7K +409 +0.4%
RIL
316
Rothschild Investment LLC
Illinois
$8.1M -$20.8K -253 -0.3%
ABC
317
Associated Banc-Corp
Wisconsin
$8.07M -$48.7K -591 -0.6%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$8.07M +$1.34M +20,201 +20%
AAS
319
Avantax Advisory Services
Texas
$8.07M -$142K -1,729 -2%
GC
320
Guggenheim Capital
Illinois
$8M -$1.72M -20,891 -18%
SG
321
StoneX Group
New York
$7.97M +$7.97M +96,766 New
AWAG
322
ARS Wealth Advisors Group
Florida
$7.95M -$20.9K -254 -0.3%
CWG
323
Cornerstone Wealth Group
North Carolina
$7.91M +$253K +3,078 +3%
KP
324
Keel Point
Alabama
$7.88M +$66.8K +812 +0.9%
BTI
325
Blue Trust Inc
Georgia
$7.82M +$3.64M +44,183 +87%