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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 %
IHL
1351
Investment House LLC
California
$402K +$271 +3 +0.1%
HDIM
1352
Hanson & Doremus Investment Management
Vermont
$402K
SFG
1353
SNS Financial Group
Minnesota
$402K +$1.71K +19 +0.4%
OAM
1354
Oppenheimer Asset Management
New York
$402K -$38.2K -424 -9%
KFP
1355
KMG Fiduciary Partners
Ohio
$402K -$160K -1,779 -29%
TCA
1356
Transcend Capital Advisors
New Jersey
$402K -$22.5K -250 -5%
JLBC
1357
J.L. Bainbridge & Co
Florida
$401K +$271 +3 +0.1%
TIM
1358
Thompson Investment Management
Wisconsin
$401K +$1.8K +20 +0.5%
AGWCA
1359
Annis Gardner Whiting Capital Advisors
Florida
$399K +$160K +1,778 +67%
AFP
1360
Ausdal Financial Partners
Iowa
$397K +$41.5K +460 +12%
C
1361
Certuity
Florida
$397K -$19.7K -219 -5%
WP
1362
Wealthspan Partners
Iowa
$395K +$180 +2 +0%
TWA
1363
TCI Wealth Advisors
Arizona
$395K -$90 -1 -0%
APW
1364
Austin Private Wealth
Texas
$394K -$5.86K -65 -1%
DA
1365
Drake & Associates
Wisconsin
$393K +$47.9K +531 +14%
GJWM
1366
Gilliland Jeter Wealth Management
Arkansas
$392K
LAM
1367
L2 Asset Management
Massachusetts
$390K +$13.2K +146 +3%
FWCM
1368
Ferguson Wellman Capital Management
Oregon
$389K -$8.84K -98 -2%
CCB
1369
Cutter & Co Brokerage
Missouri
$389K -$32.8K -364 -8%
TCOTS
1370
Trust Company of the South
North Carolina
$389K
TC
1371
Trilogy Capital
California
$388K -$45.8K -508 -11%
MAWA
1372
Moss Adams Wealth Advisors
Washington
$387K +$8.3K +92 +2%
IBOK
1373
Independence Bank of Kentucky
Kentucky
$385K -$33.4K -370 -8%
DJSG
1374
D.J. St. Germain
Massachusetts
$385K
RPC
1375
Rossmore Private Capital
Connecticut
$385K +$99.7K +1,106 +35%