SO icon

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
26.3%
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 %
TCM
1701
TD Capital Management
Tennessee
$39.2K
CWM
1702
Cedar Wealth Management
California
$39.1K +$15.1K +211 +63%
CFFP
1703
Center for Financial Planning
Michigan
$38.7K -$57.4K -800 -60%
MWA
1704
Moser Wealth Advisors
Washington
$38.5K
OP
1705
ORG Partners
Indiana
$38.3K -$178K -2,500 -82%
JWA
1706
JFS Wealth Advisors
Pennsylvania
$37.8K -$74.9K -1,044 -66%
FSWA
1707
Financial Synergies Wealth Advisors
Texas
$37.4K +$36.4K +508 +3,629%
OA
1708
Operose Advisors
Wisconsin
$36.5K +$7.17K +100 +24%
TLA
1709
Tanglewood Legacy Advisors
Texas
$36.4K
JFA
1710
JNBA Financial Advisors
Minnesota
$36.3K
CAL
1711
Capital Analysts LLC
Pennsylvania
$36K
AWM
1712
AllSquare Wealth Management
New York
$35.9K
HSA
1713
Hussman Strategic Advisors
Maryland
$35.9K
TIM
1714
Tortoise Investment Management
New York
$35.2K
RFG
1715
REAP Financial Group
Texas
$35.1K -$118K -1,646 -77%
SWM
1716
Sanctuary Wealth Management
Idaho
$34.2K
VF
1717
VitalStone Financial
Texas
$34K
BIA
1718
Bell Investment Advisors
California
$32.7K -$574 -8 -2%
NCM
1719
Northwest Capital Management
Oregon
$32.2K
VCM
1720
Versant Capital Management
Arizona
$31.9K +$12.2K +170 +62%
SWS
1721
SYSTM Wealth Solutions
Illinois
$31.6K -$20.2K -282 -39%
VAMG
1722
Voisard Asset Management Group
Michigan
$31.6K +$287 +4 +0.9%
MLA
1723
MB, Levis & Associates
Pennsylvania
$30K +$143 +2 +0.5%
PCM
1724
Perritt Capital Management
Illinois
$29.3K +$288 +4 +1%
SWC
1725
Spectrum Wealth Counsel
Indiana
$28.9K +$14.6K +203 +102%