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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 %
AIP
501
Ameritas Investment Partners
Nebraska
$3.46M -$28.3K -344 -0.8%
WC
502
Woodstock Corp
Massachusetts
$3.44M +$168K +2,040 +5%
CGPCS
503
Capital Group Private Client Services
California
$3.44M -$9.29M -112,893 -73%
WHRC
504
W.H. Reaves & Co
New Jersey
$3.44M -$2.14K -26 -0.1%
OIA
505
OneDigital Investment Advisors
Kansas
$3.44M -$66.9K -813 -2%
PAS
506
Park Avenue Securities
New York
$3.41M -$1.04M -12,663 -23%
FNFDCM
507
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.4M +$1.48K +18 +0%
MCM
508
Mainstay Capital Management
Michigan
$3.39M +$42.3K +514 +1%
PCA
509
Providence Capital Advisors
North Carolina
$3.38M +$9.88K +120 +0.3%
CNBT
510
Canandaigua National Bank & Trust
New York
$3.38M -$77.6K -943 -2%
TA
511
TrueWealth Advisors
Alabama
$3.37M -$10.1K -123 -0.3%
LWM
512
LongView Wealth Management
Georgia
$3.35M +$1.15K +14 +0%
CWP
513
Concord Wealth Partners
Virginia
$3.31M +$169K +2,052 +5%
CSP
514
Cary Street Partners
Virginia
$3.28M +$3.28M +39,785 New
OWM
515
OneAscent Wealth Management
Alabama
$3.25M +$759K +9,218 +30%
SFG
516
Sovereign Financial Group
Connecticut
$3.24M -$44.5K -540 -1%
HAG
517
HighPoint Advisor Group
Illinois
$3.23M -$46.6K -539 -1%
ATC
518
Argent Trust Co
Tennessee
$3.22M -$18.8K -228 -0.6%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$3.22M -$1.24K -15 -0%
SW
520
SteelPeak Wealth
California
$3.19M -$4.79M -58,134 -60%
AIMCA
521
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.19M
APP
522
Avantax Planning Partners
Iowa
$3.18M +$126K +1,535 +4%
WFG
523
Wills Financial Group
Virginia
$3.16M +$687K +8,347 +28%
JWM
524
JPL Wealth Management
Colorado
$3.16M +$3.16M +38,350 New
DP
525
Dearborn Partners
Illinois
$3.14M -$17.1K -208 -0.5%