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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 %
KAM
1551
KEB Asset Management
Illinois
$285K
KWM
1552
Kaydan Wealth Management
Michigan
$285K +$285K +3,155 New
CWM
1553
Compass Wealth Management
Connecticut
$284K -$6.31K -70 -2%
OWA
1554
Octavia Wealth Advisors
Ohio
$284K +$271 +3 +0.1%
PCG
1555
PFC Capital Group
California
$284K
FFB
1556
First Financial Bankshares
Texas
$284K -$1.26K -14 -0.4%
CWMS
1557
Cannon Wealth Management Services
North Carolina
$283K +$283K +3,140 New
AIM
1558
Athena Investment Management
California
$282K -$9.02K -100 -3%
CH
1559
Cromwell Holdings
Wyoming
$281K
LCM
1560
Lazari Capital Management
California
$281K +$3.07K +34 +1%
GFP
1561
Gryphon Financial Partners
Ohio
$281K +$5.05K +56 +2%
AOWM
1562
Alpha Omega Wealth Management
Virginia
$280K -$2.25K -25 -0.8%
BFA
1563
Brendel Financial Advisors
New Hampshire
$280K
ACM
1564
Ardent Capital Management
Ohio
$280K -$57.6K -639 -17%
ACA
1565
Anchor Capital Advisors
Massachusetts
$280K -$18K -200 -6%
FPGK
1566
Financial Partners Group (Kansas)
Kansas
$278K +$5.14K +57 +2%
IC
1567
Iconiq Capital
California
$278K +$278K +3,085 New
CPA
1568
Capital Planning Advisors
California
$278K +$278K +3,084 New
BWP
1569
Barlow Wealth Partners
Kentucky
$277K
SW
1570
Simplicity Wealth
New Jersey
$277K -$2.25M -24,952 -89%
BC
1571
Barnett & Company
Tennessee
$276K +$276K +3,059 New
SC
1572
Sapient Capital
Indiana
$275K +$721 +8 +0.3%
MWM
1573
Modern Wealth Management
Kansas
$275K -$21.8K -242 -7%
GL
1574
Gerber LLC
Ohio
$274K +$451 +5 +0.2%
ECM
1575
Exchange Capital Management
Michigan
$274K -$1.98K -22 -0.7%