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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 %
HA
1451
HC Advisors
Georgia
$337K +$337K +3,737 New
WG
1452
Wealth Group
North Carolina
$337K -$176K -1,954 -34%
PP
1453
PDS Planning
Ohio
$335K +$65.3K +724 +24%
MPM
1454
MBB Public Markets
Illinois
$333K -$6.83M -75,730 -95%
KFG
1455
Kingdom Financial Group
Arizona
$332K -$90 -1 -0%
RIS
1456
Retirement Income Solutions
Michigan
$331K -$18K -200 -5%
MFG
1457
MidWestOne Financial Group
Iowa
$331K
WCAMG
1458
Woodard & Company Asset Management Group
North Carolina
$331K
SA
1459
Strategic Advisors
New York
$330K
BLC
1460
Brown, Lisle/Cummings
Rhode Island
$330K -$10.9K -121 -3%
NF
1461
Nikulski Financial
Iowa
$330K +$330K +3,655 New
SCA
1462
Stonebridge Capital Advisors
Minnesota
$329K +$16.9K +187 +5%
EFSCE
1463
Enterprise Financial Services Corp (EFSC)
Missouri
$329K -$15K -166 -4%
FEM
1464
Fulcrum Equity Management
Texas
$327K -$32.9K -365 -9%
MCWA
1465
Meadow Creek Wealth Advisors
Georgia
$327K +$34.9K +387 +12%
KA
1466
Klingman & Associates
New York
$327K +$3.07K +34 +0.9%
VFA
1467
Values First Advisors
Tennessee
$326K -$40.7K -451 -11%
AG
1468
Ascent Group
Virginia
$325K +$19.9K +221 +7%
MWC
1469
MBM Wealth Consultants
Missouri
$325K -$451 -5 -0.1%
CFG
1470
Cooper Financial Group
California
$325K +$33.7K +374 +12%
IWM
1471
Integris Wealth Management
California
$325K
PJWM
1472
Philip James Wealth Mangement
Georgia
$324K +$324K +3,594 New
TSWM
1473
Tyler-Stone Wealth Management
Ohio
$323K +$196K +2,175 +154%
KWMG
1474
King Wealth Management Group
Florida
$323K -$11.4K -126 -3%
EA
1475
Enclave Advisors
Texas
$322K +$322K +3,572 New