SO icon

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 %
NAM
1201
NorthCrest Asset Manangement
Minnesota
$555K +$51.8K +629 +10%
TBA
1202
Tower Bridge Advisors
Pennsylvania
$555K +$555K +6,744 New
SAF
1203
Smith Anglin Financial
Texas
$555K +$184K +2,241 +50%
BWG
1204
Beta Wealth Group
California
$553K +$8.48K +103 +2%
NCM
1205
Novare Capital Management
North Carolina
$550K +$12.8K +156 +2%
BIG
1206
Builder Investment Group
Georgia
$548K -$5.52K -67 -1%
VFA
1207
Values First Advisors
Tennessee
$547K +$249K +3,029 +84%
BFW
1208
Brady Family Wealth
Missouri
$542K
PIA
1209
Pinion Investment Advisors
Kansas
$540K +$3.79K +46 +0.7%
NRI
1210
NFP Retirement Inc
California
$539K +$1.48K +18 +0.3%
CWP
1211
Cyndeo Wealth Partners
Florida
$538K +$1.56K +19 +0.3%
CGL
1212
Clarius Group LLC
Washington
$538K +$1.07K +13 +0.2%
BWS
1213
BCR Wealth Strategies
Alabama
$538K +$9.71K +118 +2%
LBC
1214
Lowe Brockenbrough & Co
Virginia
$537K -$41.2K -500 -7%
ECM
1215
Evergreen Capital Management
Washington
$536K +$1.89K +23 +0.4%
HCP
1216
Hexagon Capital Partners
Arkansas
$536K -$18.9K -230 -3%
CL
1217
CVFG LLC
Indiana
$535K +$535K +6,500 New
PFG
1218
Prosperity Financial Group
California
$532K +$2.47K +30 +0.5%
TWM
1219
Thrive Wealth Management
Pennsylvania
$531K -$9.14K -111 -2%
GFG
1220
Goldstone Financial Group
Illinois
$531K +$38.6K +469 +8%
MHIC
1221
Marble Harbor Investment Counsel
Massachusetts
$530K
AWP
1222
Atlas Wealth Partners
Pennsylvania
$529K +$28.8K +350 +6%
RS
1223
R Squared
Hong Kong
$528K +$528K +6,420 New
MFWP
1224
Mosaic Family Wealth Partners
Missouri
$527K -$9.14K -111 -2%
HWA
1225
Heritage Wealth Advisors
Virginia
$521K +$12.6K +153 +2%