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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 %
VA
951
Valmark Advisers
Ohio
$939K -$27.8K -338 -3%
SPF
952
South Plains Financial
Texas
$936K +$936K +11,374 New
AWM
953
Aprio Wealth Management
Georgia
$933K +$277K +3,364 +42%
1IA
954
1620 Investment Advisors
Massachusetts
$926K +$13K +158 +1%
RMC
955
Resources Management Corp
Connecticut
$924K -$28.8K -350 -3%
CC
956
Constitution Capital
Connecticut
$924K +$111K +1,350 +14%
CI
957
Cigna Investments
Connecticut
$922K -$6.01K -73 -0.6%
SFP
958
Shepherd Financial Partners
Massachusetts
$917K
LG
959
LaFleur & Godfrey
Michigan
$911K +$659 +8 +0.1%
CI
960
Cherokee Insurance
Michigan
$906K +$906K +11,000 New
KCIC
961
Kuhn & Co Investment Counsel
Illinois
$905K +$4.94K +60 +0.5%
FMB
962
Field & Main Bank
Kentucky
$905K +$60.9K +740 +7%
HIP
963
HUB Investment Partners
Texas
$903K +$345K +4,192 +62%
LW
964
Linscomb Wealth
Texas
$902K +$140K +1,704 +18%
FIM
965
Freedom Investment Management
Connecticut
$900K +$33K +401 +4%
BIG
966
Brooklyn Investment Group
New York
$898K +$79.7K +968 +10%
BWA
967
Beam Wealth Advisors
Louisiana
$895K +$36K +437 +4%
LJAC
968
L.J. Altfest & Co
New York
$894K +$516K +6,268 +137%
TBT
969
Texas Bank & Trust
Texas
$888K +$888K +10,788 New
Lazard Asset Management
970
Lazard Asset Management
New York
$888K
WKWM
971
Walter & Keenan Wealth Management
Indiana
$886K +$4.03K +49 +0.5%
WA
972
Wealth Alliance
New York
$881K -$494 -6 -0.1%
SWM
973
Silverlake Wealth Management
Vermont
$880K -$1.98K -24 -0.2%
RGF
974
Retirement Guys Formula
Ohio
$877K +$71.9K +874 +9%
PA
975
Procyon Advisors
Connecticut
$876K -$17.5K -213 -2%