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Southern Company

1,828 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.8%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$10.8M 153,743 +27,809 +22%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$10.6M 151,870 +33,814 +29%
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$10.4M 148,996 +11,196 +8%
B
229
Bridgeworth
Alabama
$10.4M 148,511 +5,204 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
230
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.4M 147,676 +138,296 +1,474%
Pathstone Holdings
231
Pathstone Holdings
New Jersey
$10.3M 147,267 +147,267 New
ProShare Advisors
232
ProShare Advisors
Maryland
$10.3M 146,493 -13,608 -8%
CAC
233
Core Alternative Capital
Georgia
$10.2M 146,073 -35,962 -20%
MOACM
234
Mutual of America Capital Management
New York
$10.2M 145,887 -6,664 -4%
FVWA
235
Foster Victor Wealth Advisors
South Carolina
$10.2M 140,916 +3,250 +2%
BFA
236
Bragg Financial Advisors
North Carolina
$10.1M 144,591 +3,199 +2%
BFEC
237
Benjamin F. Edwards & Company
Missouri
$10.1M 143,934 +98,068 +214%
TRCT
238
Tower Research Capital (TRC)
New York
$10.1M 143,495 +63,309 +79%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$10M 143,000 +15,644 +12%
CA
240
Cullinan Associates
Kentucky
$9.91M 141,362 +65,135 +85%
PFP
241
Pinnacle Financial Partners
Tennessee
$9.87M 140,741 -4,774 -3%
AI
242
Atria Investments
North Carolina
$9.83M 140,190 +10,093 +8%
CIA
243
CCM Investment Advisers
South Carolina
$9.8M 139,795 -32,563 -19%
X
244
Xponance
Pennsylvania
$9.7M 138,395 +8,662 +7%
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$9.34M 133,177 +3,500 +3%
MDCM
246
Morgan Dempsey Capital Management
Wisconsin
$9.33M 133,078 -7,077 -5%
AM
247
AGF Management
Ontario, Canada
$9.25M 131,892 -63,088 -32%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$9.21M 131,279 +2,804 +2%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$9.19M 131,000 -5,961 -4%
KeyBank National Association
250
KeyBank National Association
Ohio
$9.15M 130,510 -3,054 -2%