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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 %
AWA
1001
Acorn Wealth Advisors
Michigan
$828K +$5.27K +64 +0.6%
BFS
1002
Bradley Foster & Sargent
Connecticut
$828K +$62.8K +763 +8%
LWAM
1003
Legacy Wealth Asset Management
Minnesota
$826K -$10.6K -129 -1%
WWA
1004
WCG Wealth Advisors
Nevada
$823K +$823K +10,002 New
HFBOT
1005
Home Federal Bank of Tennessee
Tennessee
$822K
CAC
1006
Certified Advisory Corp
Florida
$822K -$741 -9 -0.1%
AF
1007
Arrow Financial
New York
$820K
KMWM
1008
Keudell/Morrison Wealth Management
Oregon
$817K -$29.6K -360 -4%
VH
1009
Visionary Horizons
Tennessee
$816K -$26.7K -324 -3%
SAM
1010
Secure Asset Management
Michigan
$813K +$39.8K +484 +5%
EM
1011
Excalibur Management
Massachusetts
$811K -$4.53K -55 -0.6%
IB
1012
Intrust Bank
Kansas
$800K -$46.8K -569 -6%
BMCM
1013
Bryn Mawr Capital Management
Pennsylvania
$799K -$14.7K -178 -2%
GS
1014
GTS Securities
New York
$796K -$633K -7,687 -44%
BWA
1015
BlueChip Wealth Advisors
Georgia
$795K +$145K +1,767 +22%
DAS
1016
Diversify Advisory Services
Utah
$795K -$118K -1,450 -13%
BFA
1017
Beaumont Financial Advisors
Massachusetts
$794K +$2.63K +32 +0.3%
CPC
1018
Cookson Peirce & Co
Pennsylvania
$794K +$7.16K +87 +0.9%
TWM
1019
Trueblood Wealth Management
Ohio
$793K -$1.98K -24 -0.2%
MMG
1020
Monetary Management Group
Missouri
$791K
GAMC
1021
Garner Asset Management Corp
Texas
$790K +$247 +3 +0%
PVI
1022
Pine Valley Investments
New Jersey
$786K
CCFM
1023
Clear Creek Financial Management
Washington
$782K +$48.4K +588 +7%
AA
1024
Ancora Advisors
Ohio
$781K -$122K -1,477 -13%
FAIM
1025
Financial Advocates Investment Management
Washington
$781K -$71.4K -867 -8%