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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 %
BCM
401
Buckhead Capital Management
Georgia
$4.03M +$192K +2,745 +5%
NMERB
402
New Mexico Educational Retirement Board
New Mexico
$3.98M
KCPG
403
Kavar Capital Partners Group
Kansas
$3.94M +$1.94M +27,734 +97%
GWMIA
404
Global Wealth Management Investment Advisory
Florida
$3.93M -$45.2K -644 -1%
SB
405
Simmons Bank
Arkansas
$3.89M +$32.9K +469 +0.9%
FCBT
406
First Citizens Bank & Trust
North Carolina
$3.86M +$808K +11,529 +27%
PCMC
407
Planning Capital Management Corporation
Pennsylvania
$3.82M +$3.82M +54,442 New
AWCI
408
Alpine Woods Capital Investors
New York
$3.79M +$3.79M +54,120 New
CAM
409
Cresset Asset Management
Illinois
$3.79M -$66.2K -944 -2%
Fidelity International
410
Fidelity International
Bermuda
$3.77M +$3.77M +53,700 New
QCM
411
Quantinno Capital Management
New York
$3.76M +$1.13M +16,088 +43%
Nordea Investment Management
412
Nordea Investment Management
Sweden
$3.75M +$115K +1,642 +3%
ATIA
413
American Trust Investment Advisors
New Hampshire
$3.72M +$58.7K +837 +2%
GT
414
Glenmede Trust
Pennsylvania
$3.71M +$317K +4,519 +9%
CIA
415
Concurrent Investment Advisors
Florida
$3.66M +$3.66M +52,228 New
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$3.63M +$330K +4,708 +10%
TPCW
417
TD Private Client Wealth
New York
$3.63M -$578K -8,241 -14%
AIP
418
Ameritas Investment Partners
Nebraska
$3.6M +$288K +4,114 +9%
SFA
419
Sequoia Financial Advisors
Ohio
$3.6M -$222K -3,167 -6%
LNC
420
Lincoln National Corp
Pennsylvania
$3.59M +$40.7K +581 +1%
MCC
421
Money Concepts Capital
Florida
$3.56M -$71.1K -1,014 -2%
WSTAM
422
Wilbanks Smith & Thomas Asset Management
Virginia
$3.52M +$7.57K +108 +0.2%
OC
423
Oakworth Capital
Alabama
$3.49M -$246K -3,513 -7%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49M +$70K +999 +2%
ATFA
425
All Terrain Financial Advisors
Minnesota
$3.45M +$6.31K +90 +0.2%