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Southern Company

1,814 hedge funds and large institutions have $51B invested in Southern Company in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 727 increasing their positions, 691 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-15
Holders Change %
-0.82%
% of All Funds
26.29%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
121
Increased
727
Reduced
691
Closed
110
Calls
$423M
Puts
$176M
Net Calls
+$247M
Net Calls Change
+$75.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1501
Insight Advisors
Pennsylvania
$232K
WAM
1502
WealthTrust Asset Management
Florida
$232K +$502 +7 +0.2%
BEI
1503
Benjamin Edwards Inc
Missouri
$232K -$204K -2,843 -47%
CWM
1504
Chesapeake Wealth Management
Virginia
$232K +$232K +3,233 New
MFC
1505
Morris Financial Concepts
South Carolina
$231K -$15.1K -210 -6%
PCA
1506
Private Capital Advisors
Connecticut
$230K
BHWM
1507
Beaird Harris Wealth Management
Texas
$229K +$21.9K +305 +11%
CCM
1508
Crew Capital Management
Ohio
$229K +$229K +3,198 New
MFA
1509
Mayflower Financial Advisors
Massachusetts
$229K -$7.18M -100,015 -97%
Acadian Asset Management
1510
Acadian Asset Management
Massachusetts
$229K +$213K +2,982 +1,362%
KWM
1511
Keebeck Wealth Management
Illinois
$229K -$861 -12 -0.4%
SFS
1512
Searcy Financial Services
Kansas
$228K
NRC
1513
New Republic Capital
North Carolina
$228K -$4.59K -64 -2%
GI
1514
Gradient Investments
Minnesota
$227K -$282K -3,930 -55%
RPC
1515
Rossmore Private Capital
Connecticut
$227K
CMA
1516
Cedar Mountain Advisors
Oregon
$226K +$2.3K +32 +1%
WP
1517
WMS Partners
Maryland
$226K -$52.3K -729 -19%
OFG
1518
OmniStar Financial Group
North Carolina
$226K
LWCFA
1519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K -$365 -5 -0.2%
CP
1520
Coho Partners
Pennsylvania
$225K
PCG
1521
PFC Capital Group
California
$225K -$21.4K -300 -9%
NHT
1522
New Hampshire Trust
New Hampshire
$225K
FEM
1523
Fulcrum Equity Management
Texas
$224K
SLG
1524
Stanley-Laman Group
Pennsylvania
$224K
IAMOG
1525
Investors Asset Management of Georgia
Georgia
$224K