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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 %
T
1951
Transce3nd
Texas
$46.1K +$46.1K +560 New
KSB
1952
Kennebec Savings Bank
Maine
$45.6K -$15.5K -189 -25%
CPBTD
1953
Central Pacific Bank - Trust Division
Hawaii
$45.5K
CWM
1954
Copia Wealth Management
Oregon
$45.3K +$45.3K +550 New
TCM
1955
TruNorth Capital Management
Michigan
$44.9K
FDW
1956
Fourth Dimension Wealth
Ohio
$44.7K +$44.7K +150 New
MWA
1957
Moser Wealth Advisors
Washington
$44.2K
MAM
1958
Meeder Asset Management
Ohio
$44.2K +$44.2K +537 New
JWA
1959
JFS Wealth Advisors
Pennsylvania
$43.4K
TLA
1960
Tanglewood Legacy Advisors
Texas
$41.8K
TIM
1961
Tortoise Investment Management
New York
$41.3K +$988 +12 +2%
WBC
1962
West Branch Capital
Massachusetts
$41.2K
CLOS
1963
Compagnie Lombard Odier SCmA
Switzerland
$41.2K -$2.8M -34,000 -99%
HSA
1964
Hussman Strategic Advisors
Maryland
$41.2K
AWM
1965
AllSquare Wealth Management
New York
$41.2K
GKIM
1966
GW&K Investment Management
Massachusetts
$41K +$4.13K +50 +11%
EC
1967
Elequin Capital
New York
$41K +$15.5K +188 +61%
SWM
1968
Sanctuary Wealth Management
Idaho
$39.3K
SO
1969
Sierra Ocean
California
$38.7K +$38.7K +470 New
CTC
1970
Cetera Trust Company
Minnesota
$37K -$16.5K -200 -31%
NCM
1971
Northwest Capital Management
Oregon
$37K
MMCM
1972
Murphy & Mullick Capital Management
New York
$36.9K +$36.9K +448 New
JFA
1973
JNBA Financial Advisors
Minnesota
$36K -$2.88K -35 -7%
WAM
1974
WFA Asset Management
Wisconsin
$35.3K +$16.2K +197 +85%
VNA
1975
Valley National Advisers
Pennsylvania
$35K +$24.8K +308 +244%