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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 %
FCAS
1051
First Command Advisory Services
Texas
$742K -$32.9K -400 -4%
SSWM
1052
Smith Salley Wealth Management
North Carolina
$742K -$16.5K -200 -2%
CPA
1053
Court Place Advisors
Maryland
$741K -$105K -1,279 -12%
JSL
1054
JT Stratford LLC
Georgia
$740K -$14.3K -174 -2%
RSWM
1055
Robertson Stephens Wealth Management
California
$738K +$243K +2,957 +49%
RMP
1056
Richards, Merrill & Peterson
Washington
$738K +$738K +8,962 New
Temasek Holdings
1057
Temasek Holdings
Singapore
$738K -$2.25M -27,376 -75%
CBOR
1058
Community Bank of Raymore
Missouri
$737K
MWM
1059
Modern Wealth Management
Kansas
$737K +$486K +5,904 +194%
OL
1060
one8zero8 LLC
North Carolina
$735K +$735K +8,927 New
MA
1061
MONECO Advisors
Connecticut
$733K +$25.4K +309 +4%
GCM
1062
Gables Capital Management
Florida
$732K +$8.23K +100 +1%
NSIM
1063
North Star Investment Management
Illinois
$731K -$79.4K -965 -10%
LA
1064
Legacy Advisors
Pennsylvania
$731K +$63.1K +766 +9%
MFC
1065
Mechanics Financial Corp
Ohio
$728K -$4.12K -50 -0.6%
HPC
1066
HM Payson & Co
Maine
$728K -$28.6K -347 -4%
FNC
1067
First National Corp
Massachusetts
$728K -$4.61K -56 -0.6%
EWA
1068
Exencial Wealth Advisors
Oklahoma
$726K -$15.3K -186 -2%
SDAM
1069
Shulman DeMeo Asset Management
New York
$726K -$988 -12 -0.1%
MG
1070
Mather Group
Illinois
$724K -$24K -291 -3%
CIC
1071
Carnegie Investment Counsel
Ohio
$723K -$244K -2,970 -25%
XWM
1072
Xcel Wealth Management
Florida
$722K +$12.1K +147 +2%
LCM
1073
Leisure Capital Management
California
$719K -$282K -3,426 -28%
HCMG
1074
Howard Capital Management Group
California
$716K
KIG
1075
Kennedy Investment Group
New Jersey
$716K -$4.45K -54 -0.6%