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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 %
MHIC
1151
Marble Harbor Investment Counsel
Massachusetts
$581K
PFG
1152
Prosperity Financial Group
California
$580K -$20.9K -232 -3%
OIA
1153
Optimum Investment Advisors
Illinois
$580K -$45.1K -500 -7%
CI
1154
CX Institutional
Indiana
$579K +$6.31K +70 +1%
BWS
1155
BCR Wealth Strategies
Alabama
$578K -$39.8K -442 -6%
DCM
1156
Driehaus Capital Management
Illinois
$577K +$32.5K +360 +6%
EIP
1157
Epoch Investment Partners
New York
$576K +$902 +10 +0.2%
OFS
1158
OneAscent Financial Services
Alabama
$576K +$576K +6,390 New
SC
1159
Syon Capital
California
$575K -$1.8K -20 -0.3%
AWM
1160
Abound Wealth Management
Tennessee
$570K +$21.8K +242 +4%
TTWM
1161
TCV Trust & Wealth Management
Virginia
$567K -$1.26K -14 -0.2%
MIM
1162
Moseley Investment Management
Florida
$566K +$1.08K +12 +0.2%
MSAM
1163
Moloney Securities Asset Management
Missouri
$566K -$28.9K -321 -5%
IAS
1164
Insigneo Advisory Services
Florida
$565K -$172K -1,911 -23%
9WM
1165
9258 Wealth Management
Ohio
$562K +$58.7K +651 +12%
PA
1166
Probity Advisors
Texas
$559K -$36.1K -400 -6%
HWA
1167
Heritage Wealth Advisors
Virginia
$557K +$6.31K +70 +1%
SWA
1168
SFMG Wealth Advisors
Texas
$555K -$5.41K -60 -1%
NAM
1169
NorthCrest Asset Manangement
Minnesota
$552K +$45.5K +505 +9%
BCM
1170
BlueCrest Capital Management
Jersey
$551K +$551K +6,109 New
AT
1171
Arlington Trust
Alabama
$551K
SL
1172
Summitry LLC
California
$550K
CBB
1173
Citizens Business Bank
California
$550K -$14.3K -159 -3%
ACM
1174
AlphaStar Capital Management
North Carolina
$550K +$167K +1,851 +44%
AB
1175
Atlas Brown
Kentucky
$549K -$120K -1,329 -18%