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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 %
NSAM
1526
North Star Asset Management
Wisconsin
$224K
QPWM
1527
Quadrant Private Wealth Management
Pennsylvania
$224K +$287 +4 +0.1%
GHAM
1528
Gilman Hill Asset Management
Connecticut
$223K +$223K +3,115 New
BWM
1529
Biltmore Wealth Management
Arizona
$223K
WA
1530
Waterford Advisors
New York
$222K -$27.3K -380 -11%
OWA
1531
Octavia Wealth Advisors
Ohio
$219K -$24.9K -347 -10%
ECM
1532
Exchange Capital Management
Michigan
$219K +$1.58K +22 +0.7%
BWG
1533
Berry Wealth Group
Texas
$218K +$3.01K +42 +1%
FWIA
1534
Fort Washington Investment Advisors
Ohio
$217K -$18.9K -263 -8%
TC
1535
Truvestments Capital
Florida
$217K -$35.4K -493 -14%
AA
1536
Auxano Advisors
Washington
$216K +$216K +3,017 New
V
1537
VeraBank
Texas
$216K
EWM
1538
Empirical Wealth Management
Washington
$216K +$3.59K +50 +2%
LCM
1539
Lazari Capital Management
California
$216K +$502 +7 +0.2%
MWM
1540
Modern Wealth Management
Kansas
$216K +$216K +3,004 New
KF
1541
KKM Financial
Illinois
$215K
PWM
1542
PBMares Wealth Management
Virginia
$215K -$38.2K -532 -15%
AMAL
1543
Asset Management Advisors LLC
Oklahoma
$215K
CFS
1544
CRA Financial Services
New Jersey
$215K
GSB
1545
Greenfield Savings Bank
Massachusetts
$215K -$38.5K -537 -15%
BWP
1546
Barlow Wealth Partners
Kentucky
$214K -$687 -10 -0.3%
PPWP
1547
Premier Path Wealth Partners
New Jersey
$214K -$50.4K -706 -19%
GWM
1548
Gray Wealth Management
Maine
$213K -$5.38K -75 -2%
SC
1549
Sapient Capital
Indiana
$213K -$66.4K -925 -24%
GL
1550
Gerber LLC
Ohio
$213K -$24.6K -343 -10%