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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
27.92%
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 %
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$4.39M +$81.9K +995 +2%
KTC
452
Kentucky Trust Company
Kentucky
$4.33M +$4.33M +52,617 New
MWM
453
Meridian Wealth Management
Kentucky
$4.3M +$61.7K +749 +1%
IC
454
IEQ Capital
California
$4.3M -$1.31M -15,943 -23%
NMERB
455
New Mexico Educational Retirement Board
New Mexico
$4.29M -$115K -1,400 -3%
WB
456
WesBanco Bank
West Virginia
$4.28M +$21K +255 +0.5%
MCC
457
Money Concepts Capital
Florida
$4.18M +$45.5K +553 +1%
MA
458
Montag & Associates
Georgia
$4.15M +$36.8K +447 +0.9%
GIP
459
Greatmark Investment Partners
Georgia
$4.13M +$213K +2,590 +5%
PFA
460
Pathway Financial Advisers
Indiana
$4.13M -$75.9K -922 -2%
ATFA
461
All Terrain Financial Advisors
Minnesota
$4.07M +$77.5K +942 +2%
AAM
462
Advisors Asset Management
Colorado
$4.07M +$135K +1,640 +3%
TMAM
463
Tokio Marine Asset Management
Japan
$4.05M +$34.3K +417 +0.9%
AWCI
464
Alpine Woods Capital Investors
New York
$4.05M +$653K +7,928 +19%
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.05M +$76.1K +924 +2%
BBNA
466
Bremer Bank National Association
Minnesota
$4.03M -$127K -1,543 -3%
PCIA
467
Prime Capital Investment Advisors
Kansas
$4.03M -$827K -10,050 -17%
FBT
468
First Bank & Trust
South Dakota
$4.02M -$391K -4,752 -9%
BCM
469
Birmingham Capital Management
Alabama
$4.02M -$156K -1,900 -4%
S
470
SignatureFD
Georgia
$4.01M +$7K +85 +0.2%
FTC
471
Farmers Trust Company
Ohio
$3.98M +$955K +11,605 +32%
SWM
472
Sugarloaf Wealth Management
Georgia
$3.98M -$106K -1,293 -3%
NI
473
Nepsis Inc
Minnesota
$3.96M -$89.8K -1,091 -2%
AWM
474
AE Wealth Management
Kansas
$3.95M -$266K -3,237 -6%
SCP
475
Shorepoint Capital Partners
Massachusetts
$3.93M +$134K +1,623 +4%