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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 %
CC
976
Corton Capital
Ontario, Canada
$883K +$883K +9,791 New
RGF
977
Retirement Guys Formula
Ohio
$882K +$95.4K +1,058 +12%
TWM
978
Trueblood Wealth Management
Ohio
$871K -$14.1K -156 -2%
CPIG
979
Chicago Partners Investment Group
Illinois
$871K +$116K +1,236 +15%
BFA
980
Beaumont Financial Advisors
Massachusetts
$867K +$992 +11 +0.1%
MMG
981
Monetary Management Group
Missouri
$866K +$2.8K +31 +0.3%
ADL
982
Asset Dedication LLC
California
$866K -$454K -5,034 -34%
GAMC
983
Garner Asset Management Corp
Texas
$865K -$16K -177 -2%
RC
984
Roundview Capital
New Jersey
$864K +$39.8K +441 +5%
CPC
985
Cookson Peirce & Co
Pennsylvania
$862K -$4.78K -53 -0.6%
PVI
986
Pine Valley Investments
New Jersey
$861K -$541 -6 -0.1%
KIG
987
Kowal Investment Group
Wisconsin
$856K +$30.7K +340 +4%
CA
988
CoreCap Advisors
Michigan
$850K +$850K +9,424 New
FCAS
989
First Command Advisory Services
Texas
$849K +$129K +1,428 +18%
GLLW
990
Graves Light Lenhart Wealth
Virginia
$848K -$47.5K -527 -5%
ES
991
Eagle Strategies
New York
$848K +$271 +3 +0%
SAM
992
Secure Asset Management
Michigan
$847K -$103K -1,137 -11%
WFI
993
West Family Investments
California
$846K +$4.15K +46 +0.5%
AWM
994
Affinity Wealth Management
Delaware
$839K +$1.71K +19 +0.2%
PMG
995
ProVise Management Group
Florida
$839K +$52K +577 +7%
MS
996
Madden Securities
Texas
$838K
BFS
997
Bradley Foster & Sargent
Connecticut
$838K +$8.57K +95 +1%
LW
998
Linscomb Wealth
Texas
$834K
SSWM
999
Smith Salley Wealth Management
North Carolina
$831K +$280K +3,109 +51%
HPC
1000
HM Payson & Co
Maine
$828K -$110K -1,216 -12%