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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 %
MCP
1301
Mirador Capital Partners
California
$468K +$13.4K +163 +3%
WIS
1302
Wright Investors Service
Connecticut
$465K -$405K -4,914 -46%
FOFP
1303
Fee-Only Financial Planning
South Carolina
$465K
SS
1304
Sunbelt Securities
Texas
$463K +$4.7K +57 +1%
GJIA
1305
Glass Jacobson Investment Advisors
Maryland
$463K +$3.79K +46 +0.8%
CIC
1306
Cutler Investment Counsel
Oregon
$463K +$463K +5,627 New
IEFM
1307
IQ EQ Fund Management
Ireland
$463K
SFWA
1308
Summit Financial Wealth Advisors
Louisiana
$462K -$17K -203 -4%
TCM
1309
Tributary Capital Management
Nebraska
$461K -$20.6K -250 -4%
CFIA
1310
Cantor Fitzgerald Investment Advisors
New York
$461K -$19.8K -240 -4%
SCM
1311
Stevens Capital Management
Pennsylvania
$459K +$255K +3,094 +125%
CPWA
1312
Cerro Pacific Wealth Advisors
California
$459K +$459K +5,089 New
VIPI
1313
Vista Investment Partners II
Indiana
$459K +$459K +5,571 New
ATS
1314
Ashton Thomas Securities
New York
$456K +$50.3K +611 +12%
CAAS
1315
Capital Asset Advisory Services
Michigan
$456K +$1.56K +19 +0.3%
WMA
1316
Wealth Management Associates
New Jersey
$455K -$41.2K -500 -8%
M
1317
MOTCO
Texas
$454K
MCWS
1318
McKinley Carter Wealth Services
West Virginia
$454K -$12.9K -157 -3%
CWD
1319
Clarity Wealth Development
Oregon
$453K +$453K +5,396 New
CIA
1320
Cohen Investment Advisors
New Hampshire
$452K +$11K +134 +3%
DLHL
1321
Donald L. Hagan LLC
Florida
$451K
ACI
1322
Alpha Cubed Investments
California
$451K -$97.6K -1,186 -18%
CP
1323
Clarendon Private
Massachusetts
$450K +$450K +5,462 New
MC
1324
Mathes Company
New York
$449K
TA
1325
TruWealth Advisors
Louisiana
$448K +$16.8K +204 +4%