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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 %
PMFA
1401
Plante Moran Financial Advisors
Michigan
$390K +$49.6K +602 +15%
TP
1402
Tranquility Partners
Tennessee
$390K -$1.15K -14 -0.3%
P
1403
Pitcairn
Pennsylvania
$388K +$6.67K +81 +2%
FNBT
1404
FineMark National Bank & Trust
Florida
$387K -$4.28K -52 -1%
BRM
1405
Boston Research & Management
Massachusetts
$387K
MW
1406
Members Wealth
Pennsylvania
$387K +$387K +4,454 New
BIM
1407
Bridges Investment Management
Nebraska
$386K +$3.54K +43 +0.9%
AA
1408
Argent Advisors
Louisiana
$386K
KLCM
1409
KG&L Capital Management
Louisiana
$385K -$9.23K -113 -2%
MGAM
1410
McGowan Group Asset Management
Texas
$385K +$165 +2 +0%
BSTWA
1411
Blake Schutter Theil Wealth Advisors
Ohio
$385K -$357K -4,340 -48%
EE
1412
EWG Elevate
California
$384K
VCM
1413
Virtue Capital Management
Tennessee
$384K -$14.8K -180 -4%
FBT
1414
First Bankers Trust
Kentucky
$384K +$384K +4,662 New
CST
1415
Charles Schwab Trust
Nevada
$384K
TSS
1416
Thomas Story & Son
Indiana
$383K
AAS
1417
AdviceOne Advisory Services
Connecticut
$381K +$381K +4,633 New
VCM
1418
Violich Capital Management
California
$381K -$4.12K -50 -1%
MF
1419
Meridian Financial
Massachusetts
$381K
AFA
1420
American Financial Advisors
Georgia
$381K +$3.46K +42 +0.9%
DSC
1421
Duncker Streett & Co
Missouri
$380K
SIG
1422
Sargent Investment Group
Maryland
$378K +$176K +2,150 +87%
CAWM
1423
Capital Advisors Wealth Management
Washington
$377K +$170K +2,062 +82%
FWM
1424
Fonville Wealth Management
Virginia
$377K
CF
1425
Claris Financial
Virginia
$375K +$375K +4,560 New