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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 %
KFGG
1776
Keystone Financial Group (Georgia)
Georgia
$217K +$217K +2,631 New
NRW
1777
Nova R Wealth
Kansas
$215K +$165 +2 +0.1%
PJSIMP
1778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K
BPWM
1779
Badgley Phelps Wealth Managers
Washington
$215K
MA
1780
MJP Associates
Connecticut
$214K +$11K +133 +5%
LTI
1781
Laffer Tengler Investments
Tennessee
$214K
PWP
1782
Private Wealth Partners
California
$214K
TCBWMS
1783
Texas Capital Bank Wealth Management Services
Texas
$213K +$1.48K +18 +0.7%
ILI
1784
Invesco LLC (Illinois)
Illinois
$213K +$213K +2,588 New
AA
1785
AlphaMark Advisors
Kentucky
$213K
WWM
1786
Whalen Wealth Management
Nevada
$213K +$1.73K +21 +0.8%
CA
1787
Callahan Advisors
Texas
$212K +$212K +2,575 New
RWS
1788
Resolute Wealth Strategies
Mississippi
$212K +$329 +4 +0.2%
LAM
1789
Longboard Asset Management
Arizona
$212K +$212K +2,573 New
SIC
1790
Samalin Investment Counsel
New York
$211K +$494 +6 +0.2%
WP
1791
WMS Partners
Maryland
$211K +$2.22K +27 +1%
KNFPWM
1792
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$210K
LI
1793
LMCG Investments
Massachusetts
$210K
MFA
1794
Mayflower Financial Advisors
Massachusetts
$209K +$8.07K +98 +4%
WWP
1795
WR Wealth Planners
Missouri
$209K +$5.27K +64 +3%
MWP
1796
Meriwether Wealth & Planning
Louisiana
$209K +$209K +2,542 New
HS
1797
Horan Securities
United States
$209K -$12.7K -154 -6%
MFS
1798
Madrona Financial Services
Washington
$209K -$2.14K -26 -1%
HIW
1799
Holos Integrated Wealth
Pennsylvania
$208K +$208K +2,530 New
FF
1800
Francis Financial
$207K +$24.8K +339 +14%