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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 %
KBFS
1976
Kohmann Bosshard Financial Services
Ohio
$34.9K +$34.9K +424 New
MLA
1977
MB, Levis & Associates
Pennsylvania
$34.6K +$82 +1 +0.2%
PCM
1978
Perritt Capital Management
Illinois
$34.5K +$247 +3 +0.7%
SIS
1979
Strategic Investment Solutions
Illinois
$34.4K -$959 -13 -3%
BHWM
1980
Beaird Harris Wealth Management
Texas
$33.3K -$20.6K -250 -38%
SWC
1981
Spectrum Wealth Counsel
Indiana
$33.2K
FCT
1982
First Community Trust
Iowa
$32.9K
PWA
1983
Physician Wealth Advisors
Utah
$32.9K +$32.9K +400 New
ME
1984
McIlrath & Eck
Washington
$30.9K -$60.1K -730 -66%
SHF
1985
Safe Harbor Fiduciary
Florida
$30.5K -$14.1K -171 -32%
FIM
1986
FWL Investment Management
Texas
$28.8K
BFPW
1987
BOK Financial Private Wealth
Colorado
$28.8K
RDFA
1988
Ritter Daniher Financial Advisory
Ohio
$28.8K
FWA
1989
FSC Wealth Advisors
New York
$28.3K -$494 -6 -2%
HNW
1990
High Note Wealth
Minnesota
$28.2K +$28.2K +343 New
CA
1991
Centerpoint Advisors
Massachusetts
$28K
EWM
1992
Evermay Wealth Management
Virginia
$28K
POIA
1993
Pin Oak Investment Advisors
Texas
$27K
YAL
1994
Your Advocates Ltd
Texas
$26.8K -$14.4K -175 -35%
YP
1995
YANKCOM Partnership
South Dakota
$26.3K +$26.3K +319 New
NL
1996
NVWM LLC
Pennsylvania
$26.1K
MBFW
1997
Morton Brown Family Wealth
Pennsylvania
$25.8K
FP
1998
Financial Perspectives
Minnesota
$25.8K +$4.7K +57 +22%
FFA
1999
Frazier Financial Advisors
Ohio
$25.8K +$165 +2 +0.6%
PK
2000
Pflug Koory
Nebraska
$25.2K