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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 %
OIA
1276
Optimum Investment Advisors
Illinois
$480K -$49.4K -600 -9%
BFA
1277
Bill Few Associates
Pennsylvania
$479K -$3.38K -41 -0.7%
BA
1278
Ballew Advisors
Mississippi
$479K +$655 +8 +0.1%
WCFA
1279
Walkner Condon Financial Advisors
Wisconsin
$478K +$11.5K +140 +2%
GWA
1280
Gratus Wealth Advisors
Virginia
$478K -$76.4K -928 -14%
CCG
1281
Cypress Capital Group
Florida
$478K -$260K -3,160 -35%
BHWM
1282
Bar Harbor Wealth Management
New Hampshire
$478K -$16.5K -200 -3%
CA
1283
Cornerstone Advisory
Maryland
$478K +$15.4K +180 +3%
IF
1284
Intrua Financial
Texas
$478K -$64.3K -781 -12%
HPBT
1285
Hickory Point Bank & Trust
Illinois
$477K +$477K +5,793 New
WPW
1286
Waldron Private Wealth
Pennsylvania
$476K -$12.8K -155 -3%
KIA
1287
Knollwood Investment Advisory
Maryland
$475K
ORC
1288
O'Rourke & Company
Massachusetts
$475K +$412 +5 +0.1%
WG
1289
Wealth Group
North Carolina
$475K +$167K +2,031 +54%
AAG
1290
Armstrong Advisory Group
Massachusetts
$475K +$11K +134 +2%
RBWA
1291
RFG - Bristol Wealth Advisors
Massachusetts
$474K +$474K +5,756 New
SC
1292
Searle & Co
Connecticut
$473K +$156K +1,892 +49%
BP
1293
Ballentine Partners
Massachusetts
$472K +$8.15K +99 +2%
SAM
1294
Summit Asset Management
Tennessee
$472K +$1.24K +15 +0.3%
RA
1295
Rise Advisors
New York
$472K -$3.46K -42 -0.7%
DA
1296
Doliver Advisors
Texas
$472K +$6.59K +80 +1%
UCMOK
1297
United Capital Management of KS
Kansas
$470K +$9.55K +116 +2%
IWA
1298
IVC Wealth Advisors
Pennsylvania
$470K -$176K -2,136 -27%
FPL
1299
Fortress Private Ledger
North Carolina
$470K +$470K +5,706 New
UAG
1300
United Advisor Group
Ohio
$468K +$181K +2,196 +63%