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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 %
FCA
1726
Fortis Capital Advisors
Kansas
$233K +$32.4K +375 +16%
NSAM
1727
North Star Asset Management
Wisconsin
$233K -$823 -10 -0.4%
HCG
1728
Haven Capital Group
California
$233K +$233K +2,825 New
CFFP
1729
Center for Financial Planning
Michigan
$232K +$188K +2,278 +422%
FFBTD
1730
First Financial Bank - Trust Division
Ohio
$232K +$232K +2,816 New
MW
1731
Marcum Wealth
Ohio
$232K -$6.75K -82 -3%
FWM
1732
FSA Wealth Management
Massachusetts
$231K
WAM
1733
Worth Asset Management
Texas
$231K
FWM
1734
Finer Wealth Management
Massachusetts
$231K
PBK
1735
Peoples Bank (Kansas)
Kansas
$230K
LWCFA
1736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K -$38.9K -450 -15%
OSNBOA
1737
Old Second National Bank of Aurora
Illinois
$229K -$56.9K -691 -20%
CFP
1738
Curran Financial Partners
South Carolina
$228K +$24.9K +302 +12%
PHIC
1739
Pine Haven Investment Counsel
Massachusetts
$228K
IA
1740
Inspire Advisors
Idaho
$228K -$6.01K -73 -3%
AGA
1741
Arkos Global Advisors
Texas
$227K +$227K +2,755 New
CCC
1742
Chelsea Counsel Company
California
$227K
MS
1743
Maven Securities
Jersey
$226K +$226K +2,751 New
KA
1744
KLCM Advisors
Wisconsin
$225K +$8.15K +99 +4%
VFG
1745
Valley Financial Group
Pennsylvania
$224K +$224K +2,724 New
PBC
1746
Pavion Blue Capital
California
$223K
CIS
1747
Custom Index Systems
New York
$223K +$223K +2,715 New
EFM
1748
E Fund Management
China
$223K +$223K +2,712 New
AWA
1749
AmeriServ Wealth Advisors
Pennsylvania
$223K +$223K +2,711 New
MWM
1750
MBE Wealth Management
Wisconsin
$223K +$165 +2 +0.1%