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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 %
VHAM
1126
Van Hulzen Asset Management
California
$611K -$8.48K -94 -1%
RWA
1127
River Wealth Advisors
Pennsylvania
$609K +$3.61K +40 +0.6%
HCP
1128
Hexagon Capital Partners
Arkansas
$608K +$16.3K +181 +3%
BIG
1129
Builder Investment Group
Georgia
$607K
HTC
1130
Haverford Trust Company
Pennsylvania
$602K +$27.6K +306 +5%
ACI
1131
Alpha Cubed Investments
California
$601K +$57.4K +636 +11%
CAM
1132
Congress Asset Management
Massachusetts
$599K
GWA
1133
Gratus Wealth Advisors
Virginia
$599K +$96.1K +1,081 +19%
BAM
1134
BOS Asset Management
Illinois
$599K -$15.7K -174 -3%
WF
1135
Welch & Forbes
Massachusetts
$597K +$6.94K +77 +1%
BWG
1136
Beta Wealth Group
California
$597K -$18K -200 -3%
IF
1137
Intrua Financial
Texas
$594K -$597K -6,616 -50%
BFW
1138
Brady Family Wealth
Missouri
$593K
LSAG
1139
Lake Street Advisors Group
New Hampshire
$593K +$8.21K +91 +1%
TWM
1140
Tradition Wealth Management
Minnesota
$592K +$902 +10 +0.2%
TWM
1141
Thrive Wealth Management
Pennsylvania
$592K -$113K -1,250 -16%
NRI
1142
NFP Retirement Inc
California
$589K -$48.9K -542 -8%
NCM
1143
Novare Capital Management
North Carolina
$588K +$2.35K +26 +0.4%
CWP
1144
Cyndeo Wealth Partners
Florida
$588K +$30.6K +339 +5%
PIA
1145
Pinion Investment Advisors
Kansas
$588K +$56.2K +623 +11%
MFWP
1146
Mosaic Family Wealth Partners
Missouri
$587K +$9.65K +107 +2%
SWA
1147
Stratos Wealth Advisors
Ohio
$587K -$17.8K -197 -3%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$587K +$33.1K +367 +6%
CGL
1149
Clarius Group LLC
Washington
$586K -$20.5K -228 -3%
ECM
1150
Evergreen Capital Management
Washington
$585K -$10.7K -119 -2%