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Southern Company

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
1276
Sage Mountain Advisors
Georgia
$342K -$24.4K -340 -7%
WJWM
1277
Williams Jones Wealth Management
New York
$342K -$6.03K -84 -2%
TP
1278
Tranquility Partners
Tennessee
$340K +$3.44K +48 +1%
CCA
1279
Childress Capital Advisors
Texas
$337K -$31.4K -438 -9%
BRM
1280
Boston Research & Management
Massachusetts
$337K
P
1281
Pitcairn
Pennsylvania
$337K +$63.2K +881 +23%
EWM
1282
Elmwood Wealth Management
California
$337K -$359 -5 -0.1%
AA
1283
Argent Advisors
Louisiana
$336K +$25.8K +360 +8%
RVPG
1284
Relative Value Partners Group
$336K
MHR
1285
Matthew Hamilton Rosenberg
$336K -$15.9K -224 -5%
PIMG
1286
Patriot Investment Management Group
Tennessee
$336K +$24K +334 +8%
TCA
1287
Transcend Capital Advisors
New Jersey
$335K +$39.7K +554 +13%
GEA
1288
Glen Eagle Advisors
New Jersey
$335K -$11.8K -165 -3%
BIAS
1289
Beacon Investment Advisory Services
New Jersey
$335K
FWM
1290
Fonville Wealth Management
Virginia
$334K +$334K +4,662 New
FNBT
1291
FineMark National Bank & Trust
Florida
$334K -$45.6K -635 -12%
BFC
1292
Bedel Financial Consulting
Indiana
$334K
TSS
1293
Thomas Story & Son
Indiana
$334K
IBOK
1294
Independence Bank of Kentucky
Kentucky
$333K
AC
1295
Avestar Capital
New York
$332K +$19.6K +273 +6%
MGAM
1296
McGowan Group Asset Management
Texas
$332K +$215 +3 +0.1%
CA
1297
CSM Advisors
Pennsylvania
$332K -$78.9K -1,100 -19%
NRA
1298
NSI Retail Advisors
Pennsylvania
$332K -$78.9K -1,100 -19%
LJAC
1299
L.J. Altfest & Co
New York
$332K
MF
1300
Meridian Financial
Massachusetts
$332K -$21.5K -299 -6%