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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 %
ES
1576
Eagle Strategies
New York
$201K -$446K -6,222 -69%
PBK
1577
Peoples Bank (Kansas)
Kansas
$201K
ACM
1578
Ategra Capital Management
Virginia
$201K +$201K +2,796 New
PGAM
1579
Princeton Global Asset Management
New Jersey
$201K -$1.94K -27 -1%
AWM
1580
Avior Wealth Management
Nebraska
$198K +$139K +1,942 +236%
GGI
1581
Godsey & Gibb Inc
Virginia
$198K
NFSG
1582
Newbridge Financial Services Group
Florida
$194K -$60.2K -839 -24%
LTI
1583
Laffer Tengler Investments
Tennessee
$187K -$5.31K -74 -3%
AA
1584
AlphaMark Advisors
Kentucky
$186K -$4.74K -66 -2%
CWM
1585
Compass Wealth Management
Connecticut
$184K +$86.1K +1,200 +88%
PFBT
1586
Parkside Financial Bank & Trust
Missouri
$184K -$32.9K -459 -15%
AGWCA
1587
Annis Gardner Whiting Capital Advisors
Florida
$183K +$5.88K +82 +3%
BLC
1588
Brown, Lisle/Cummings
Rhode Island
$182K +$359 +5 +0.2%
TF
1589
Tompkins Financial
New York
$178K +$2.08K +29 +1%
NBT
1590
Northwest Bank & Trust
Iowa
$177K
WIM
1591
Westside Investment Management
California
$176K
WWP
1592
WR Wealth Planners
Missouri
$175K +$175K +2,446 New
FGAM
1593
Financial Gravity Asset Management
Texas
$174K +$68.7K +969 +65%
EIM
1594
Essex Investment Management
Massachusetts
$172K
SC
1595
Stephens Consulting
Michigan
$171K
TAIM
1596
Te Ahumairangi Investment Management
New Zealand
$170K -$50.2K -700 -23%
HIA
1597
Harbor Investment Advisory
Maryland
$165K -$9.26K -129 -5%
CCC
1598
Chelsea Counsel Company
California
$162K -$2.37K -33 -1%
CA
1599
Continuum Advisory
Idaho
$157K -$112K -1,433 -42%
FDCP
1600
Foster Dykema Cabot & Partners
Massachusetts
$155K -$789 -11 -0.5%