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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 %
AW
1901
Avion Wealth
Texas
$96K +$81.2K +994 +549%
WI
1902
Wintrust Investments
Illinois
$95K -$11.5K -141 -11%
RBC
1903
Roble Belko & Company
Pennsylvania
$95K +$95K +1,154 New
BGAI
1904
Bruce G. Allen Investments
Colorado
$95K -$988 -12 -1%
TCM
1905
TD Capital Management
Tennessee
$93.9K +$412 +5 +0.4%
Q1WB
1906
Quest 10 Wealth Builders
Virginia
$92.5K +$92.5K +1,124 New
CAL
1907
Capital Advisors Ltd
Ohio
$91K +$83 +1 +0.1%
CSC
1908
Caldwell Sutter Capital
California
$90.9K -$1.56K -19 -2%
IWP
1909
IAG Wealth Partners
Wisconsin
$88.4K +$21.1K +256 +31%
VFM
1910
Vision Financial Markets
Connecticut
$87.9K +$87.9K +1,068 New
BAM
1911
Bellevue Asset Management
Washington
$86.9K +$329 +4 +0.4%
BWAM
1912
Boyd Watterson Asset Management
Ohio
$85.3K
B
1913
Birchbrook
Maine
$85K +$52K +632 +158%
BC
1914
Bayforest Capital
United Kingdom
$84.9K +$84.9K +1,031 New
HBW
1915
Hazlett, Burt & Watson
West Virginia
$84K
RPA
1916
Redwood Park Advisors
California
$84K +$84K +1,020 New
AG
1917
AmeriFlex Group
Nevada
$82.3K +$82.3K +980 New
CAL
1918
Capital Analysts LLC
Pennsylvania
$82K +$39K +476 +91%
ACA
1919
American Capital Advisory
Idaho
$78.2K -$16.5K -200 -17%
LI
1920
LRI Investments
Florida
$77K -$7.99K -97 -9%
HWM
1921
Hemington Wealth Management
Virginia
$75K +$2.55K +31 +4%
RWPA
1922
Richard W. Paul & Associates
Michigan
$73.7K +$10.1K +123 +16%
WPWM
1923
Western Pacific Wealth Management
Illinois
$73.1K +$17.8K +216 +32%
PIM
1924
Plato Investment Management
Australia
$72.4K -$241K -2,916 -77%
HGERS
1925
Householder Group Estate & Retirement Specialist
Arizona
$71K -$59.2K -725 -45%