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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SC
376
Savant Capital
Illinois
$4.62M +$189K +2,691 +4%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$4.62M -$119K -1,700 -3%
EA
378
Ellsworth Advisors
Ohio
$4.61M +$84.8K +1,209 +2%
GIM
379
Goelzer Investment Management
Indiana
$4.51M -$11.9K -169 -0.3%
BA
380
Baugh & Associates
Georgia
$4.51M -$50.6K -722 -1%
Squarepoint
381
Squarepoint
New York
$4.46M +$2.32M +33,018 +108%
MGP
382
Metis Global Partners
California
$4.45M -$111K -1,589 -2%
IWC
383
Integrated Wealth Concepts
Massachusetts
$4.45M +$377K +5,372 +9%
CHC
384
City Holding Co
West Virginia
$4.42M +$76.6K +1,093 +2%
ClearBridge Investments
385
ClearBridge Investments
New York
$4.42M +$135K +1,924 +3%
SA
386
Shilanski & Associates
Alaska
$4.4M -$51K -728 -1%
IC
387
IEQ Capital
California
$4.4M +$217K +3,089 +5%
MA
388
Montag & Associates
Georgia
$4.37M +$56.8K +810 +1%
MYAM
389
Meiji Yasuda Asset Management
Japan
$4.36M +$466K +6,650 +12%
SWP
390
Stratos Wealth Partners
Ohio
$4.3M -$87.4K -1,246 -2%
BCM
391
Birmingham Capital Management
Alabama
$4.29M -$80.6K -1,150 -2%
AAM
392
Advisors Asset Management
Colorado
$4.29M -$407K -5,810 -9%
FIA
393
Foundations Investment Advisors
Arizona
$4.23M -$135K -1,920 -3%
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$4.21M +$1.11M +15,875 +36%
BCCM
395
Bridge Creek Capital Management
Massachusetts
$4.2M +$5.26K +75 +0.1%
Holocene Advisors
396
Holocene Advisors
New York
$4.2M -$3.61M -51,506 -46%
SCM
397
Schnieders Capital Management
California
$4.15M -$292K -4,170 -7%
KPWS
398
Kestra Private Wealth Services
Texas
$4.09M +$165K +2,353 +4%
PFA
399
Pathway Financial Advisers
Indiana
$4.05M -$46.6K -664 -1%
FBT
400
First Bank & Trust
South Dakota
$4.05M -$9.82K -140 -0.2%