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Southern Company

1,990 hedge funds and large institutions have $65.8B invested in Southern Company in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 766 increasing their positions, 699 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.78%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
218
Increased
766
Reduced
699
Closed
75
Calls
$609M
Puts
$370M
Net Calls
+$239M
Net Calls Change
+$71.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FMB
951
Field & Main Bank
Kentucky
$924K +$93.8K +1,040 +11%
BW
952
BIP Wealth
Georgia
$924K +$181K +2,012 +24%
HSA
953
HBK Sorce Advisory
Pennsylvania
$924K -$54.6K -605 -6%
VH
954
Visionary Horizons
Tennessee
$923K -$37K -410 -4%
WLIM
955
White Lighthouse Investment Management
Massachusetts
$922K -$350K -3,880 -28%
MMM
956
Mendel Money Management
Illinois
$919K
GC
957
Gilbert & Cook
Iowa
$917K -$18.8K -209 -2%
LWAM
958
Legacy Wealth Asset Management
Minnesota
$916K -$2.35K -26 -0.3%
MIM
959
Marco Investment Management
Georgia
$913K -$721 -8 -0.1%
TFS
960
Thoroughbred Financial Services
Tennessee
$911K -$17.5K -194 -2%
EFA
961
Edge Financial Advisors
Illinois
$908K +$908K +10,074 New
SWP
962
Strategic Wealth Partners
Ohio
$908K +$245K +2,719 +37%
AWA
963
Acorn Wealth Advisors
Michigan
$901K -$18.8K -209 -2%
CAC
964
Certified Advisory Corp
Florida
$901K +$199K +2,207 +28%
HFBOT
965
Home Federal Bank of Tennessee
Tennessee
$901K +$90.2K +1,000 +11%
AF
966
Arrow Financial
New York
$898K -$451 -5 -0.1%
BIG
967
Brooklyn Investment Group
New York
$897K +$63.4K +703 +8%
FTWA
968
Fifth Third Wealth Advisors
Ohio
$897K +$14.5K +161 +2%
AWM
969
Aberdeen Wealth Management
Illinois
$896K -$26.7K -296 -3%
EM
970
Excalibur Management
Massachusetts
$893K -$2.71K -30 -0.3%
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$892K +$18.4K +204 +2%
DWT
972
Dorsey & Whitney Trust
South Dakota
$892K +$489K +5,425 +122%
CC
973
Constitution Capital
Connecticut
$890K +$69.4K +770 +8%
NSIM
974
North Star Investment Management
Illinois
$888K -$19.2K -213 -2%
SJIM
975
St. Johns Investment Management
Florida
$885K -$21.9K -243 -2%