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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 %
CPIG
1026
Chicago Partners Investment Group
Illinois
$781K +$13K +157 +2%
JAG
1027
Journey Advisory Group
Kentucky
$778K
ES
1028
Eagle Strategies
New York
$778K +$4.36K +53 +0.6%
CA
1029
Commerzbank Aktiengesellschaft
Germany
$777K +$278K +3,373 +56%
WFI
1030
West Family Investments
California
$776K +$3.7K +45 +0.5%
BWS
1031
Buck Wealth Strategies
Colorado
$776K +$313K +3,797 +68%
GLLW
1032
Graves Light Lenhart Wealth
Virginia
$774K
CP
1033
Cornerstone Planning
North Carolina
$774K +$774K +9,402 New
HAS
1034
HBW Advisory Services
California
$774K +$35.3K +429 +5%
MBT
1035
Montecito Bank & Trust
California
$772K +$41.6K +505 +6%
MIG
1036
Meketa Investment Group
Massachusetts
$767K +$767K +9,323 New
MC
1037
Meketa Capital
Massachusetts
$767K +$767K +9,323 New
AWM
1038
Affinity Wealth Management
Delaware
$766K
ECG
1039
Edge Capital Group
Georgia
$763K -$386M -9,107 -100%
MS
1040
Madden Securities
Texas
$761K -$3.79K -46 -0.5%
AWM
1041
Aberdeen Wealth Management
Illinois
$755K -$63.5K -771 -8%
CT
1042
Chicago Trust
Illinois
$754K +$99.4K +1,208 +15%
MAM
1043
Mainsail Asset Management
Alabama
$753K +$125K +1,521 +20%
KAS
1044
KPP Advisory Services
Kentucky
$752K +$39.8K +483 +6%
SJIM
1045
St. Johns Investment Management
Florida
$751K -$56.8K -690 -7%
RCAG
1046
Rehmann Capital Advisory Group
Michigan
$750K +$6.59K +80 +0.9%
VAM
1047
Verity Asset Management
North Carolina
$750K -$800K -9,723 -52%
WEG
1048
World Equity Group
Illinois
$746K +$375K +4,556 +101%
WTFG
1049
Wells Trecaso Financial Group
Ohio
$745K
IIL
1050
Insight Inv LLC
California
$743K +$57.6K +700 +8%