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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 %
BAM
1751
Berkshire Asset Management
Pennsylvania
$223K -$32.1K -385 -13%
TAM
1752
Tucker Asset Management
Colorado
$223K -$45.4K -552 -17%
GI
1753
Gradient Investments
Minnesota
$223K -$82 -1 -0%
OC
1754
Opinicus Capital
Florida
$222K +$494 +6 +0.2%
AIP
1755
Arrowpoint Investment Partners
Singapore
$222K +$222K +2,700 New
VIP
1756
Vista Investment Partners
Oklahoma
$222K -$165 -2 -0.1%
CCM
1757
Crew Capital Management
Ohio
$222K
SFS
1758
Strategic Financial Services
New York
$221K -$12.3K -150 -5%
ALC
1759
Alexander Labrunerie & Co
Missouri
$221K
CWM
1760
Campbell Wealth Management
Virginia
$221K +$221K +2,688 New
MWM
1761
Maripau Wealth Management
Indiana
$221K +$221K +2,684 New
RA
1762
Rodgers & Associates
Pennsylvania
$221K +$1.89K +23 +0.9%
WIM
1763
Westside Investment Management
California
$221K +$18.9K +229 +9%
PWC
1764
PYA Waltman Capital
Tennessee
$220K
IIC
1765
Ironwood Investment Counsel
Arizona
$220K -$3.87K -47 -2%
WA
1766
Waterford Advisors
New York
$220K
PFA
1767
Pure Financial Advisors
California
$219K +$7.65K +93 +4%
VI
1768
Versor Investments
New York
$219K +$219K +2,660 New
ACGA
1769
Atlanta Consulting Group Advisors
Georgia
$219K -$505K -6,129 -70%
CAG
1770
Crestwood Advisors Group
Massachusetts
$219K -$2.47K -30 -1%
UIM
1771
Unified Investment Management
Georgia
$219K +$219K +2,655 New
First Manhattan
1772
First Manhattan
New York
$218K +$6.5K +79 +3%
CCM
1773
Chickasaw Capital Management
Tennessee
$218K
NRS
1774
Neville Rodie & Shaw
New York
$218K +$218K +2,650 New
SAM
1775
Sompo Asset Management
Japan
$217K -$58.4K -710 -21%