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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 %
CWM
1251
Cranbrook Wealth Management
Michigan
$497K
IP
1252
Integras Partners
Georgia
$496K +$496K +6,024 New
PA
1253
PSI Advisors
Florida
$496K
LC
1254
LCNB Corp
Ohio
$495K +$4.53K +55 +0.9%
NFG
1255
Nations Financial Group
Iowa
$495K -$75.7K -920 -13%
OIC
1256
Orion Investment Company
Missouri
$495K
SC
1257
Schulhoff & Co
Ohio
$494K
SWA
1258
Stratos Wealth Advisors
Ohio
$494K -$41.9K -509 -8%
PA
1259
PFW Advisors
Georgia
$494K +$494K +5,998 New
LFS
1260
Legacy Financial Strategies
Kansas
$493K +$493K +6,009 New
BTD
1261
BankPlus Trust Department
Mississippi
$492K +$492K +5,979 New
GWSG
1262
GPS Wealth Strategies Group
Colorado
$492K
AWA
1263
Aaron Wealth Advisors
Illinois
$492K +$47.1K +572 +11%
RWI
1264
Red Wave Investments
Pennsylvania
$492K +$247 +3 +0.1%
APA
1265
Astoria Portfolio Advisors
New York
$490K +$7.55K +92 +2%
DI
1266
Diligent Investors
California
$490K +$329 +4 +0.1%
KFA
1267
Kapstone Financial Advisors
Ohio
$488K
FPGT
1268
Financial Partners Group (Tennessee)
Tennessee
$487K +$247K +2,999 +103%
AC
1269
AlphaCore Capital
California
$485K +$30.4K +369 +7%
CWP
1270
Capital Wealth Planning
Florida
$484K -$246K -2,993 -34%
VFP
1271
Verus Financial Partners
Virginia
$484K
OFS
1272
OMC Financial Services
New York
$483K
PWPS
1273
Pinnacle Wealth Planning Services
Ohio
$483K -$170K -2,068 -26%
LC
1274
Lindbrook Capital
California
$481K +$78.8K +957 +20%
CSI
1275
Cross Staff Investments
New York
$480K