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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 %
EGWAG
1201
Elwood & Goetz Wealth Advisory Group
Georgia
$528K -$44.5K -493 -8%
TCM
1202
Tributary Capital Management
Nebraska
$528K +$528K +5,850 New
CFIA
1203
Cantor Fitzgerald Investment Advisors
New York
$527K +$12.6K +140 +2%
CSI
1204
Cross Staff Investments
New York
$526K
APA
1205
Astoria Portfolio Advisors
New York
$523K +$41.9K +471 +9%
NP
1206
Nilsine Partners
Colorado
$521K -$512K -5,675 -50%
KIA
1207
Knollwood Investment Advisory
Maryland
$521K
RA
1208
Rise Advisors
New York
$520K +$20.7K +230 +4%
ORC
1209
O'Rourke & Company
Massachusetts
$520K +$541 +6 +0.1%
BA
1210
Ballew Advisors
Mississippi
$519K -$57.3K -644 -10%
BBA
1211
Baader Bank Aktiengesellschaft
Germany
$517K -$198K -2,209 -28%
SAM
1212
Summit Asset Management
Tennessee
$515K +$1.26K +14 +0.2%
AC
1213
Avestar Capital
New York
$515K +$29.9K +332 +6%
SFWA
1214
Summit Financial Wealth Advisors
Louisiana
$514K
WCFA
1215
Walkner Condon Financial Advisors
Wisconsin
$511K +$125K +1,381 +32%
MCWS
1216
McKinley Carter Wealth Services
West Virginia
$511K -$53K -588 -9%
FOFP
1217
Fee-Only Financial Planning
South Carolina
$510K -$45.1K -500 -8%
DA
1218
Doliver Advisors
Texas
$509K -$11.3K -125 -2%
BP
1219
Ballentine Partners
Massachusetts
$508K +$7.85K +87 +2%
AAG
1220
Armstrong Advisory Group
Massachusetts
$508K +$20.5K +227 +4%
IEFM
1221
IQ EQ Fund Management
Ireland
$507K -$22.5K -250 -4%
BWS
1222
Buck Wealth Strategies
Colorado
$507K -$274K -3,042 -35%
ACP
1223
Arcus Capital Partners
Georgia
$507K +$3.25K +36 +0.6%
UCMOK
1224
United Capital Management of KS
Kansas
$505K +$53K +588 +12%
GJIA
1225
Glass Jacobson Investment Advisors
Maryland
$504K