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Southern Company

2,098 hedge funds and large institutions have $62.9B invested in Southern Company in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 869 increasing their positions, 669 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
+108
Holders Change %
+5.43%
% of All Funds
27.92%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
262
Increased
869
Reduced
669
Closed
125
Calls
$385M
Puts
$291M
Net Calls
+$93.5M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
SLG
1576
Stanley-Laman Group
Pennsylvania
$291K +$23.7K +288 +9%
WMN
1577
Wealth Management Nebraska
Nebraska
$291K +$291K +3,531 New
SP
1578
Symmetry Partners
Connecticut
$289K +$289K +3,516 New
EA
1579
Enclave Advisors
Texas
$289K -$4.94K -60 -2%
AAS
1580
Annex Advisory Services
Wisconsin
$288K +$80.4K +977 +39%
IPA
1581
Investment Planning Advisors
Georgia
$288K +$28.5K +346 +11%
SLT
1582
St Louis Trust
Missouri
$288K
RC
1583
Rithm Capital
New York
$288K +$288K +3,500 New
NHT
1584
New Hampshire Trust
New Hampshire
$288K -$5.85K -71 -2%
HCM
1585
Hall Capital Management
Rhode Island
$288K +$288K +3,497 New
ZF
1586
Zhang Financial
Michigan
$286K -$49.3K -599 -15%
PPWP
1587
Premier Path Wealth Partners
New Jersey
$286K +$906 +11 +0.3%
MWM
1588
Merriman Wealth Management
Washington
$285K +$5.85K +71 +2%
MHC
1589
May Hill Capital
Massachusetts
$285K +$285K +3,467 New
WCM
1590
WealthBridge Capital Management
Ohio
$285K
WJWM
1591
Williams Jones Wealth Management
New York
$284K +$51.5K +625 +22%
BMO
1592
Beck Mack & Oliver
New York
$284K -$37K -450 -12%
WI
1593
Wedgewood Investors
Pennsylvania
$284K
PJWM
1594
Philip James Wealth Mangement
Georgia
$284K -$12.3K -150 -4%
PPP
1595
Private Portfolio Partners
New Jersey
$283K +$1.48K +18 +0.5%
SCM
1596
Sterling Capital Management
North Carolina
$282K -$139K -1,687 -33%
AGC
1597
Aspen Grove Capital
Colorado
$282K
SAM
1598
Satovsky Asset Management
New York
$281K +$2.39K +29 +0.9%
CT
1599
Colonial Trust
South Carolina
$281K -$35.1K -426 -11%
EFG
1600
Ethos Financial Group
Pennsylvania
$280K +$90K +1,093 +47%