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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 %
PWP
1251
Perfromance Wealth Partners
Illinois
$484K +$484K +5,367 New
CIA
1252
Cohen Investment Advisors
New Hampshire
$483K -$146K -1,615 -23%
SMA
1253
Sage Mountain Advisors
Georgia
$481K -$164K -1,823 -25%
KOC
1254
Koss-Olinger Consulting
Florida
$481K
DWM
1255
Destination Wealth Management
California
$478K +$478K +5,301 New
HIC
1256
Hartline Investment Corp
Illinois
$474K
PPC
1257
Park Place Capital
Alabama
$474K -$242K -2,685 -34%
CCWM
1258
Correct Capital Wealth Management
Missouri
$473K
ANTB
1259
AMG National Trust Bank
Colorado
$473K -$278K -3,082 -37%
FNBTCON
1260
First National Bank & Trust Co of Newtown
Pennsylvania
$472K
TA
1261
TruWealth Advisors
Louisiana
$472K -$18.4K -204 -4%
WPA
1262
West Paces Advisors
Georgia
$470K +$253K +2,800 +116%
WC
1263
Wynn Capital
Georgia
$469K
EIA
1264
Eastover Investment Advisors
North Carolina
$468K
MNBTD
1265
Moody National Bank Trust Division
Texas
$467K -$690K -7,650 -60%
CIA
1266
Cladis Investment Advisory
Montana
$465K
WA
1267
WealthTrust Axiom
Pennsylvania
$463K
CCA
1268
Childress Capital Advisors
Texas
$463K -$2.89K -32 -0.6%
RCM
1269
Requisite Capital Management
Texas
$462K
CWC
1270
Carolinas Wealth Consulting
North Carolina
$461K +$1.44K +16 +0.3%
CAM
1271
Cozad Asset Management
Illinois
$461K
SCM
1272
Sterling Capital Management
North Carolina
$461K +$461K +5,111 New
SIC
1273
Sigma Investment Counselors
Michigan
$460K +$902 +10 +0.2%
RW
1274
REDW Wealth
New Mexico
$459K +$3.34K +37 +0.7%
SFB
1275
STAR Financial Bank
Indiana
$457K -$44.5K -493 -9%