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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 %
EAM
976
Everstar Asset Management
North Carolina
$871K +$871K +10,584 New
JFG
977
Jefferies Financial Group
New York
$868K -$3.91M -47,456 -82%
CTA
978
Chesley Taft & Associates
Illinois
$866K
Members Trust
979
Members Trust
Florida
$865K -$6.17K -75 -0.7%
MIM
980
Morningstar Investment Management
Illinois
$864K
GC
981
Gilbert & Cook
Iowa
$861K +$24.2K +294 +3%
TBNY
982
Trustco Bank (New York)
New York
$861K -$65.9K -800 -7%
HSA
983
HBK Sorce Advisory
Pennsylvania
$858K +$14.6K +177 +2%
ESB
984
Essex Savings Bank
Connecticut
$856K -$16.8K -204 -2%
BFIC
985
Bedell Frazier Investment Counselling
California
$854K -$1.24K -15 -0.1%
BFM
986
Boston Financial Management
Massachusetts
$849K -$8.23K -100 -1%
IPAM
987
Investment Partners Asset Management
New Jersey
$845K -$10.3K -125 -1%
RC
988
Roundview Capital
New Jersey
$844K +$55.1K +669 +7%
PT
989
Plimoth Trust
Massachusetts
$844K -$11.1K -135 -1%
RAG
990
RIA Advisory Group
Iowa
$843K -$68K -826 -7%
SFG
991
Sunburst Financial Group
Alabama
$842K -$19.1K -232 -2%
WLIM
992
White Lighthouse Investment Management
Massachusetts
$842K
LFG
993
Larson Financial Group
Missouri
$839K +$191K +2,323 +30%
TFS
994
Thoroughbred Financial Services
Tennessee
$837K +$5.02K +61 +0.6%
V
995
ViaWealth
Kansas
$837K -$95.2K -1,156 -10%
MMM
996
Mendel Money Management
Illinois
$836K -$2.88K -35 -0.3%
EFA
997
Edge Financial Advisors
Illinois
$834K +$5.1K +62 +0.6%
BCWM
998
Bartlett & Co Wealth Management
Ohio
$832K -$18.9K -230 -2%
MIM
999
Marco Investment Management
Georgia
$832K -$1.98K -24 -0.2%
FTWA
1000
Fifth Third Wealth Advisors
Ohio
$830K +$11.8K +143 +1%