SO icon

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 %
GC
1476
Garde Capital
Washington
$344K +$344K +4,174 New
LWM
1477
Level Wealth Management
North Carolina
$343K +$343K +4,172 New
AF
1478
AGP Franklin
Tennessee
$343K +$343K +4,164 New
TC
1479
Trilogy Capital
California
$342K -$12K -146 -3%
BFC
1480
Bedel Financial Consulting
Indiana
$342K -$1.93K -23 -0.6%
EWM
1481
Empirical Wealth Management
Washington
$342K -$52.7K -640 -13%
DCM
1482
Driehaus Capital Management
Illinois
$341K -$185K -2,249 -35%
TIM
1483
Thompson Investment Management
Wisconsin
$340K -$25.8K -314 -7%
SL
1484
Sentry LLC
Tennessee
$339K -$246K -2,994 -42%
SAG
1485
SageView Advisory Group
California
$337K +$108K +1,311 +47%
TPBG
1486
Turning Point Benefit Group
Maryland
$337K +$337K +4,119 New
CAS
1487
Coppell Advisory Solutions
Texas
$337K +$16K +194 +5%
AG
1488
Ascent Group
Virginia
$336K +$39.2K +476 +13%
AC
1489
ASB Consultores
Florida
$336K
DA
1490
Drake & Associates
Wisconsin
$335K -$32.7K -387 -9%
OHWA
1491
Oak Hill Wealth Advisors
Virginia
$335K +$335K +4,075 New
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$334K -$32.9K -400 -9%
IC
1493
Iconiq Capital
California
$333K +$79K +960 +31%
TFA
1494
Trinity Financial Advisors
Ohio
$333K +$34.5K +421 +12%
ETS
1495
ESL Trust Services
New York
$333K +$329K +4,000 +9,302%
Acadian Asset Management
1496
Acadian Asset Management
Massachusetts
$332K +$87.7K +1,068 +36%
MJRIC
1497
Mogy Joel R Investment Counsel
California
$332K
MIP
1498
Marietta Investment Partners
Wisconsin
$332K +$332K +4,028 New
TCA
1499
Transcend Capital Advisors
New Jersey
$331K -$35.2K -428 -10%
NF
1500
Nikulski Financial
Iowa
$331K +$30.3K +368 +10%