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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 %
KA
1926
Kozak & Associates
Colorado
$67.8K +$576 +7 +0.9%
PCWA
1927
Pacific Capital Wealth Advisors
California
$67.1K
FWA
1928
Flagship Wealth Advisors
Massachusetts
$65.9K +$65.9K +800 New
VWWMG
1929
Vermillion & White Wealth Management Group
Pennsylvania
$65K
AA
1930
Addison Advisors
Vermont
$64.3K -$3.7K -45 -5%
WA
1931
WPG Advisers
Maryland
$64.3K +$64.3K +781 New
GTAM
1932
Global Trust Asset Management
Florida
$62.8K +$8.23K +100 +15%
QL
1933
Quarry LP
New York
$62.7K +$18.4K +223 +41%
AWM
1934
Atticus Wealth Management
Florida
$61.7K +$20.6K +250 +50%
CB
1935
CNB Bank
Pennsylvania
$61.2K
RFS
1936
Richardson Financial Services
Massachusetts
$61.1K -$741 -9 -1%
CH
1937
Canton Hathaway
Rhode Island
$58K
MTIC
1938
Missouri Trust & Investment Company
Missouri
$55.2K +$10.4K +126 +23%
STB
1939
S&T Bank
Pennsylvania
$53.3K +$53.3K +648 New
WAS
1940
Winch Advisory Services
Wisconsin
$53.3K +$35.5K +431 +200%
PSB
1941
Piscataqua Savings Bank
New Hampshire
$52.7K
CSWM
1942
Cassady Schiller Wealth Management
Ohio
$52.4K +$6.67K +81 +15%
RFG
1943
REAP Financial Group
Texas
$51.5K +$18.6K +226 +57%
S
1944
Sachetta
Massachusetts
$51.5K -$12.2K -148 -19%
HWM
1945
HighMark Wealth Management
Minnesota
$51.2K -$7.82K -95 -13%
MFT
1946
Moisand Fitzgerald Tamayo
Florida
$50.8K
C
1947
Covestor
United Kingdom
$49K +$12.2K +149 +33%
SCA
1948
Stuart Chaussee & Associates
California
$48.4K
SWA
1949
SOA Wealth Advisors
New York
$47.8K -$8.07K -98 -14%
DWM
1950
Darwin Wealth Management
Florida
$46.8K -$36K -437 -43%