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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 %
BFS
901
Bard Financial Services
Connecticut
$1.03M
RP
902
Rowlandmiller & Partners
Georgia
$1.03M -$5.02K -61 -0.5%
EWM
903
Evercore Wealth Management
New York
$1.02M -$9.14K -111 -0.9%
FWP
904
Firethorn Wealth Partners
Georgia
$1.02M +$4.36K +53 +0.4%
IAN
905
Integrated Advisors Network
Texas
$1.02M -$30.2K -367 -3%
PCG
906
Prosperity Consulting Group
Maryland
$1.02M +$97K +1,178 +11%
FSA
907
Financial Security Advisor
Virginia
$1.01M +$13.3K +161 +1%
GC
908
Grimes & Company
Massachusetts
$1.01M -$196K -2,375 -16%
MSA
909
Marino Stram & Associates
Massachusetts
$1.01M +$412 +5 +0%
BCM
910
BluePath Capital Management
Georgia
$1.01M +$11.6K +142 +1%
EP
911
Essential Planning
New Hampshire
$1.01M +$1.01M +11,477 New
DCM
912
Davis Capital Management
Florida
$1M -$781K -9,483 -44%
MWM
913
Mosley Wealth Management
California
$1M +$116K +1,404 +13%
JFGIW
914
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$998K +$682K +8,124 +216%
CCT
915
Chemung Canal Trust
New York
$997K -$21K -255 -2%
AFC
916
AFT Forsyth & Company
Florida
$988K
SLC
917
Second Line Capital
Louisiana
$986K +$111K +1,348 +13%
CCWM
918
Cassaday & Co Wealth Management
Virginia
$984K -$48.2K -585 -5%
AFG
919
Allegheny Financial Group
Pennsylvania
$983K +$2.47K +30 +0.3%
CIAS
920
CFS Investment Advisory Services
New Jersey
$983K +$18.5K +225 +2%
CFA
921
CWS Financial Advisors
Michigan
$982K +$5.02K +61 +0.5%
BWP
922
Balboa Wealth Partners
Arizona
$981K +$53.2K +646 +6%
MWM
923
Modera Wealth Management
New Jersey
$981K +$245K +2,974 +33%
CAM
924
Columbia Asset Management
Michigan
$978K -$44.9K -546 -4%
AIMA
925
Ables Iannone Moore & Associates
Georgia
$977K -$26.8K -325 -3%