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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 %
CFG
701
Citizens Financial Group
Rhode Island
$1.69M -$17.4K -211 -1%
DCM
702
Donaldson Capital Management
Indiana
$1.69M -$65.2K -792 -4%
PCM
703
Parsons Capital Management
Rhode Island
$1.68M -$17.5K -213 -1%
CIAS
704
Capital Investment Advisory Services
North Carolina
$1.68M -$37K -449 -2%
SCM
705
Shelton Capital Management
Colorado
$1.68M -$305K -3,700 -15%
HVIA
706
Hudson Valley Investment Advisors
New York
$1.67M
MCA
707
MSH Capital Advisors
Arizona
$1.67M +$61.7K +750 +4%
WANY
708
Wealthspire Advisors (New York)
New York
$1.66M +$22.1K +268 +1%
AFG
709
Atomi Financial Group
New York
$1.66M +$1.73K +21 +0.1%
CPC
710
Consolidated Planning Corp
Georgia
$1.66M +$43.5K +529 +3%
BW
711
Bison Wealth
Georgia
$1.65M -$939K -11,413 -36%
GWM
712
Geneos Wealth Management
Colorado
$1.65M +$63.6K +773 +4%
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.65M +$328K +3,987 +25%
CIC
714
Canal Insurance Company
South Carolina
$1.65M
MAM
715
Mystic Asset Management
Rhode Island
$1.64M +$65.5K +796 +4%
WCM
716
Weaver Capital Management
Georgia
$1.64M +$48.5K +589 +3%
GLA
717
Good Life Advisors
Pennsylvania
$1.64M -$64.8K -787 -4%
MAS
718
Meeder Advisory Services
Ohio
$1.63M -$38.8K -471 -2%
LWP
719
LMG Wealth Partners
Louisiana
$1.62M +$4.36K +53 +0.3%
SFG
720
SevenBridge Financial Group
Pennsylvania
$1.62M -$11.2K -129 -0.7%
WSFS
721
Wilmington Savings Fund Society
Delaware
$1.62M -$536K -6,514 -25%
PFSC
722
Peoples Financial Services Corp
Pennsylvania
$1.61M -$3.05K -37 -0.2%
Vontobel Holding
723
Vontobel Holding
Switzerland
$1.59M +$1.59M +19,255 New
SFG
724
Stonebridge Financial Group
Pennsylvania
$1.58M +$1.58M +19,144 New
PWSG
725
Pacific Wealth Strategies Group
California
$1.58M +$69.6K +846 +5%