SO icon

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
28.79%
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 %
JFA
1876
JNBA Financial Advisors
Minnesota
$42.6K -$3.07K -34 -7%
BIA
1877
Bell Investment Advisors
California
$41.8K +$1.26K +14 +3%
APC
1878
Aspire Private Capital
North Carolina
$41.8K -$7.3K -81 -15%
VAMG
1879
Voisard Asset Management Group
Michigan
$41.4K +$1.35K +15 +3%
C
1880
Covestor
United Kingdom
$41K
WOSD
1881
WFA of San Diego
California
$40.6K
NCM
1882
Northwest Capital Management
Oregon
$40.5K
GKIM
1883
GW&K Investment Management
Massachusetts
$40K +$7.25K +81 +22%
MLA
1884
MB, Levis & Associates
Pennsylvania
$37.8K +$90 +1 +0.2%
PCM
1885
Perritt Capital Management
Illinois
$37.4K +$271 +3 +0.7%
AAP
1886
Arax Advisory Partners
Colorado
$37.2K +$3.25K +36 +10%
OA
1887
Operose Advisors
Wisconsin
$36.9K
SWC
1888
Spectrum Wealth Counsel
Indiana
$36.3K
RFG
1889
REAP Financial Group
Texas
$36.1K -$2.44K -27 -6%
B
1890
Birchbrook
Maine
$36.1K
FCT
1891
First Community Trust
Iowa
$36.1K
CJ
1892
Caitlin John
Michigan
$35.4K +$22.3K +255 +170%
RDFA
1893
Ritter Daniher Financial Advisory
Ohio
$31.6K
FIM
1894
FWL Investment Management
Texas
$31.6K +$18K +200 +133%
BFPW
1895
BOK Financial Private Wealth
Colorado
$31.6K +$31.6K +350 New
FWA
1896
FSC Wealth Advisors
New York
$31.5K +$270 +3 +0.9%
CA
1897
Centerpoint Advisors
Massachusetts
$31K
EWM
1898
Evermay Wealth Management
Virginia
$30.6K -$25.9K -288 -46%
CA
1899
Claris Advisors
Missouri
$30.5K +$30.5K +338 New
NL
1900
NVWM LLC
Pennsylvania
$28.6K