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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 %
HCMG
1026
Howard Capital Management Group
California
$784K
VBCG
1027
Valley Brook Capital Group
Pennsylvania
$780K +$180 +2 +0%
KAS
1028
KPP Advisory Services
Kentucky
$780K -$16.7K -185 -2%
VCP
1029
Vista Capital Partners
Oregon
$779K -$9.2K -102 -1%
JAG
1030
Journey Advisory Group
Kentucky
$778K
XWM
1031
Xcel Wealth Management
Florida
$778K -$76.6K -849 -9%
MA
1032
MONECO Advisors
Connecticut
$776K +$11.4K +126 +1%
RGC
1033
Roberts, Glore & Co
Illinois
$773K -$13.5K -150 -2%
BMC
1034
Benin Management Corp
Connecticut
$766K -$90.2K -1,000 -11%
EW
1035
Element Wealth
Mississippi
$765K +$31.1K +345 +4%
WAC
1036
William Allan Corp
Colorado
$765K +$9.47K +105 +1%
ACM
1037
Allred Capital Management
Texas
$764K -$83.6K -927 -10%
RB
1038
Rodgers Brothers
Pennsylvania
$752K
IIL
1039
Insight Inv LLC
California
$751K -$1.8K -20 -0.2%
SP
1040
Successful Portfolios
Florida
$750K -$902 -10 -0.1%
ACP
1041
Aviance Capital Partners
Florida
$748K +$72.6K +805 +11%
AUB
1042
Atlantic Union Bankshares
Virginia
$743K
FSA
1043
Franklin Street Advisors
North Carolina
$738K +$180 +2 +0%
BFG
1044
Beacon Financial Group
Texas
$734K -$10.6K -118 -1%
PCMF
1045
Private Capital Management (Florida)
Florida
$732K -$361K -4,000 -33%
LA
1046
Legacy Advisors
Pennsylvania
$732K +$174K +1,927 +31%
BBNB
1047
Baker Boyer National Bank
Washington
$725K
BAAM
1048
Baker Avenue Asset Management
California
$725K +$725K +8,036 New
LFP
1049
Lakeshore Financial Planning
Michigan
$723K +$49.4K +548 +7%
AIC
1050
Archer Investment Corporation
Indiana
$722K +$49.6K +550 +7%