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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 %
RPCONE
851
Retirement Planning Company of New England
Rhode Island
$1.16M -$13.4K -163 -1%
IA
852
IFP Advisors
Florida
$1.16M +$74.4K +896 +7%
FMII
853
Farmers & Merchants Investments Inc
Nebraska
$1.16M -$412 -5 -0%
RDWM
854
Red Door Wealth Management
Tennessee
$1.15M -$37K -450 -3%
MYLI
855
Meiji Yasuda Life Insurance
Japan
$1.15M -$211K -2,560 -15%
MIC
856
Means Investment Company
Maine
$1.15M +$31K +377 +3%
KWM
857
Kiker Wealth Management
Georgia
$1.15M +$1.15M +13,991 New
BCP
858
Berkeley Capital Partners
Georgia
$1.15M -$19K -231 -2%
DA
859
Detalus Advisors
Missouri
$1.15M +$4.77K +58 +0.4%
FWM
860
ForthRight Wealth Management
Georgia
$1.14M +$4.36K +53 +0.4%
JTWM
861
Jackson Thornton Wealth Management
Alabama
$1.14M +$266K +3,237 +30%
Grantham, Mayo, Van Otterloo & Co (GMO)
862
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.14M +$145K +1,762 +15%
PCS
863
Personal CFO Solutions
New Jersey
$1.14M -$46.3K -563 -4%
WB
864
West Bancorporation
Iowa
$1.14M
ACS
865
Archford Capital Strategies
Illinois
$1.13M -$741 -9 -0.1%
SSWM
866
Sheets Smith Wealth Management
North Carolina
$1.13M +$4.12K +50 +0.4%
CFS
867
Cannon Financial Strategists
Georgia
$1.13M +$30.2K +367 +3%
IPW
868
Impact Partnership Wealth
Georgia
$1.12M +$864K +10,494 +331%
MFIM
869
Mesirow Financial Investment Management
Illinois
$1.12M -$4.03K -49 -0.4%
WWM
870
Western Wealth Management
Colorado
$1.12M -$626K -7,610 -36%
RWM
871
Ritholtz Wealth Management
New York
$1.11M -$11.8K -143 -1%
LGA
872
Lebenthal Global Advisors
New York
$1.11M +$68.1K +827 +7%
CCA
873
Checchi Capital Advisers
California
$1.11M +$21.3K +259 +2%
SWM
874
Spire Wealth Management
Virginia
$1.11M -$620K -7,527 -36%
WWM
875
Wiser Wealth Management
Georgia
$1.09M +$12.5K +152 +1%