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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
27.94%
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 %
ACA
2076
Atlas Capital Advisors
Wyoming
$3.87K
TWD
2077
True Wealth Design
Ohio
$3.46K +$1.15K +14 +50%
CFS
2078
Compass Financial Services
Iowa
$3.38K +$3.38K +41 New
DPW
2079
DiNuzzo Private Wealth
Pennsylvania
$3.13K -$90.7K -1,101 -97%
TFA
2080
Transamerica Financial Advisors
Florida
$3K -$346 -3 -10%
RI
2081
Ridgewood Investments
New Jersey
$2.88K
CF
2082
Conquis Financial
California
$2.88K +$2.88K +35 New
NMG
2083
New Millennium Group
Utah
$2.8K +$576 +7 +26%
PWA
2084
Principia Wealth Advisory
Texas
$2.8K +$2.8K +34 New
PS
2085
PayPay Securities
Japan
$2.63K +$165 +2 +7%
VWA
2086
Valued Wealth Advisors
Utah
$2.48K +$413 +5 +20%
MAS
2087
MPWM Advisory Solutions
Georgia
$2.14K +$2.14K +26 New
BA
2088
Bellwether Advisors
Nebraska
$2.06K +$2.06K +25 New
TCA
2089
Trifecta Capital Advisors
Illinois
$1.89K
FA
2090
Financial Avengers
California
$1.78K +$81 +1 +5%
WW
2091
Winnow Wealth
Texas
$1.78K +$1.78K +22 New
NS
2092
NBC Securities
Alabama
$1.76K -$2.09M -24,914 -100%
HI
2093
Human Investing
Oregon
$1.48K +$1.48K +18 New
OCM
2094
Orion Capital Management
California
$1.15K +$1.15K +14 New
WCM
2095
Winthrop Capital Management
Indiana
$1K +$1K +17 New
MHIP
2096
Mountain Hill Investment Partners
New Jersey
$849 +$849 +10 New
SMAM
2097
Sugar Maple Asset Management
Wisconsin
$823 +$823 +10 New
NWM
2098
Nova Wealth Management
Florida
$576 +$576 +7 New
CA
2099
Crewe Advisors
Utah
$412 -$494 -6 -55%
SAM
2100
Synergy Asset Management
Washington
$99 +$99 +1 New