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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 %
BFA
1701
Brown Financial Advisory
Alabama
$220K +$220K +2,443 New
TCM
1702
Tandem Capital Management
New Jersey
$220K +$220K +2,435 New
SPI
1703
Santori & Peters Inc
Pennsylvania
$219K +$219K +2,431 New
LCM
1704
Liberty Capital Management
Michigan
$219K +$219K +2,430 New
PFBT
1705
Parkside Financial Bank & Trust
Missouri
$219K +$721 +8 +0.3%
OFA
1706
Oak Family Advisors
Illinois
$219K +$219K +2,428 New
MA
1707
MBA Advisors
Pennsylvania
$219K +$219K +2,426 New
HCP
1708
Hardin Capital Partners
South Carolina
$218K +$218K +2,445 New
TAM
1709
Titleist Asset Management
Texas
$218K +$218K +2,421 New
LA
1710
LexAurum Advisors
Kansas
$218K +$218K +2,413 New
SC
1711
Stephens Consulting
Michigan
$218K -$6.22K -69 -3%
WI
1712
WrapManager Inc
California
$218K -$149K -1,655 -41%
PIWA
1713
Prevail Innovative Wealth Advisors
Kansas
$217K +$217K +2,405 New
SAI
1714
Savvy Advisors Inc
New York
$217K +$217K +2,404 New
FFP
1715
Forbes Financial Planning
Rhode Island
$217K +$217K +2,404 New
CRC
1716
Curi RMB Capital
Illinois
$217K +$217K +2,401 New
EIM
1717
Essex Investment Management
Massachusetts
$216K
HCM
1718
Hilton Capital Management
New York
$216K +$216K +2,400 New
PIFP
1719
Partners in Financial Planning
Virginia
$215K +$215K +2,386 New
SFP
1720
Sweet Financial Partners
Minnesota
$215K +$215K +2,386 New
CA
1721
Calton & Associates
Florida
$215K +$215K +2,383 New
TIM
1722
Tevis Investment Management
Texas
$214K +$214K +2,377 New
BOS
1723
Bank of Stockton
California
$214K +$214K +2,370 New
PFS
1724
Prospect Financial Services
New York
$213K +$213K +2,366 New
WBWA
1725
William B. Walkup & Associates
South Carolina
$213K