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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 %
SW
2151
Simplicity Wealth
New Jersey
-$277K -3,075 Closed
RWM
2152
Revisor Wealth Management
Ohio
-$271K -3,000 Closed
EFG
2153
Everhart Financial Group
Ohio
-$265K -2,934 Closed
SGCA
2154
Steel Grove Capital Advisors
Tennessee
-$264K -2,927 Closed
BWM
2155
Birchcreek Wealth Management
Ohio
-$256K -2,836 Closed
VC
2156
Vicus Capital
Pennsylvania
-$246K -2,733 Closed
NC
2157
NBW Capital
Massachusetts
-$237K -2,623 Closed
CC
2158
Centiva Capital
New York
-$232K -2,577 Closed
WA
2159
Wealth Architects
California
-$229K -2,539 Closed
BTW
2160
Boston Trust Walden
Massachusetts
-$225K -2,500 Closed
WA
2161
Wambolt & Associates
Colorado
-$225K -2,475 Closed
HCP
2162
Hardin Capital Partners
South Carolina
-$218K -2,445 Closed
TCM
2163
Tandem Capital Management
New Jersey
-$220K -2,435 Closed
OFA
2164
Oak Family Advisors
Illinois
-$219K -2,428 Closed
MA
2165
MBA Advisors
Pennsylvania
-$219K -2,426 Closed
TAM
2166
Titleist Asset Management
Texas
-$218K -2,421 Closed
PWP
2167
Phillips Wealth Planners
Mississippi
-$223K -2,416 Closed
WI
2168
WrapManager Inc
California
-$218K -2,412 Closed
PIWA
2169
Prevail Innovative Wealth Advisors
Kansas
-$217K -2,405 Closed
FFP
2170
Forbes Financial Planning
Rhode Island
-$217K -2,404 Closed
CRC
2171
Curi RMB Capital
Illinois
-$217K -2,401 Closed
HCM
2172
Hilton Capital Management
New York
-$216K -2,400 Closed
PIFP
2173
Partners in Financial Planning
Virginia
-$215K -2,386 Closed
CA
2174
Calton & Associates
Florida
-$215K -2,383 Closed
TIM
2175
Tevis Investment Management
Texas
-$214K -2,377 Closed