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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 %
TAM
1526
Tucker Asset Management
Colorado
$294K -$108K -1,195 -27%
IA
1527
Insight Advisors
Pennsylvania
$293K
WAM
1528
WealthTrust Asset Management
Florida
$293K +$451 +5 +0.2%
SN
1529
Sittner & Nelson
Oregon
$293K
SLG
1530
Stanley-Laman Group
Pennsylvania
$293K +$10.7K +119 +4%
FA
1531
FSA Advisors
Michigan
$292K -$247K -2,765 -46%
CTI
1532
Community Trust & Investment
Kentucky
$292K +$292K +3,236 New
RMDI
1533
R.M. Davis Inc
Maine
$292K -$110K -1,216 -27%
NRC
1534
New Republic Capital
North Carolina
$292K +$3.79K +42 +1%
CWM
1535
Chesapeake Wealth Management
Virginia
$292K
QPWM
1536
Quadrant Private Wealth Management
Pennsylvania
$291K -$17.2K -191 -6%
SCM
1537
Saxony Capital Management
Missouri
$291K
PSP
1538
Principal Street Partners
Tennessee
$290K +$290K +3,424 New
LWCFA
1539
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$290K
CMA
1540
Cedar Mountain Advisors
Oregon
$290K +$2.26K +25 +0.8%
SC
1541
Sawyer & Company
Massachusetts
$289K -$2.08K -23 -0.7%
PCA
1542
Private Capital Advisors
Connecticut
$289K
GHAM
1543
Gilman Hill Asset Management
Connecticut
$288K -$5.95K -66 -2%
BWM
1544
Biltmore Wealth Management
Arizona
$288K +$180 +2 +0.1%
SFS
1545
Searcy Financial Services
Kansas
$287K
BIP
1546
Blueprint Investment Partners
North Carolina
$287K -$74.3K -824 -21%
UWM
1547
USAdvisors Wealth Management
Minnesota
$286K -$15.8K -176 -5%
IPW
1548
Impact Partnership Wealth
Georgia
$286K +$286K +3,170 New
OFG
1549
OmniStar Financial Group
North Carolina
$285K +$1.08K +12 +0.4%
PWM
1550
Power Wealth Management
Georgia
$285K +$285K +3,163 New