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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 %
LIM
1426
Longfellow Investment Management
Massachusetts
$374K -$24.2K -294 -6%
SPWG
1427
Syntegra Private Wealth Group
Missouri
$374K +$82.3K +1,000 +28%
PCH
1428
PGIM Custom Harvest
New Jersey
$374K -$1.65K -20 -0.4%
EF
1429
Elite Financial
Idaho
$373K +$373K +4,538 New
SA
1430
Strategic Advisors
New York
$372K +$70.4K +855 +23%
SAM
1431
Seelaus Asset Management
New Jersey
$372K
OWM
1432
Orca Wealth Management
Florida
$369K +$369K +4,478 New
CAM
1433
Campion Asset Management
Virginia
$368K -$21.9K -266 -6%
OAM
1434
Oppenheimer Asset Management
New York
$367K +$576 +7 +0.2%
IHL
1435
Investment House LLC
California
$367K
DWM
1436
Drive Wealth Management
Utah
$367K +$36.6K +444 +11%
JLBC
1437
J.L. Bainbridge & Co
Florida
$366K +$329 +4 +0.1%
KFP
1438
KMG Fiduciary Partners
Ohio
$365K -$1.24K -15 -0.3%
PIM
1439
Penobscot Investment Management
Massachusetts
$365K +$31.7K +385 +10%
SFG
1440
SNS Financial Group
Minnesota
$365K -$2.14K -26 -0.6%
BDL
1441
Bey-Douglas LLC
Georgia
$365K +$10.9K +132 +3%
CBT
1442
Crews Bank & Trust
Florida
$364K +$364K +4,425 New
TWA
1443
TCI Wealth Advisors
Arizona
$360K -$412 -5 -0.1%
OFO
1444
OneAscent Family Office
Alabama
$360K +$360K +4,370 New
SFB
1445
STAR Financial Bank
Indiana
$359K -$57.6K -700 -14%
FWCM
1446
Ferguson Wellman Capital Management
Oregon
$359K +$2.96K +36 +0.8%
HFAS
1447
Hummer Financial Advisory Services
Illinois
$358K -$16.5K -200 -4%
UF
1448
Univest Financial
Pennsylvania
$357K -$12.3K -150 -3%
TCOT
1449
Trust Company of Toledo
Ohio
$357K -$24.8K -301 -6%
WP
1450
Wealthspan Partners
Iowa
$357K -$4.28K -52 -1%