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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 %
AWM
426
Apollon Wealth Management
South Carolina
$3.44M +$929K +13,253 +37%
SCM
427
Shelton Capital Management
Colorado
$3.44M -$720K -10,266 -17%
WFMPM
428
Woodley Farra Manion Portfolio Management
Indiana
$3.44M +$373K +5,321 +12%
SWM
429
Sugarloaf Wealth Management
Georgia
$3.43M -$28.2K -402 -0.8%
SWA
430
Stratos Wealth Advisors
Ohio
$3.39M -$376K -5,356 -10%
GIP
431
Greatmark Investment Partners
Georgia
$3.39M +$31.1K +444 +0.9%
SPIS
432
Steward Partners Investment Solutions
Oregon
$3.38M +$3.38M +48,234 New
MWM
433
Meridian Wealth Management
Kentucky
$3.35M +$2.44M +34,813 +268%
TLP
434
Trinity Legacy Partners
Texas
$3.31M -$40.3K -575 -1%
FNT
435
First National Trust
Pennsylvania
$3.3M -$29.7K -424 -0.9%
PI
436
Putnam Investments
Massachusetts
$3.27M -$86.5K -1,233 -3%
MSFS
437
Main Street Financial Solutions
Pennsylvania
$3.24M +$46.3K +661 +1%
WPC
438
Waters Parkerson & Co
Louisiana
$3.2M +$1.5M +21,438 +88%
S
439
SignatureFD
Georgia
$3.19M +$26.3K +375 +0.8%
PAM
440
Palisade Asset Management
Minnesota
$3.18M -$153K -2,180 -5%
CAG
441
Csenge Advisory Group
Florida
$3.18M -$64.9K -925 -2%
RCIM
442
Red Cedar Investment Management
Michigan
$3.15M
HCM
443
Hengehold Capital Management
Ohio
$3.15M -$14.1K -201 -0.4%
PCIA
444
Prime Capital Investment Advisors
Kansas
$3.14M -$228K -3,256 -7%
PMIA
445
Patrick Mauro Investment Advisor
Illinois
$3.13M -$5.96K -85 -0.2%
MLICM
446
Metropolitan Life Insurance Company (MetLife)
New York
$3.11M -$51K -727 -2%
FB
447
Fulton Bank
Pennsylvania
$3.09M -$9.68K -138 -0.3%
CNBT
448
Canandaigua National Bank & Trust
New York
$3.09M -$94.5K -1,347 -3%
PA
449
Profund Advisors
Maryland
$3.09M -$80.8K -1,152 -3%
CICC
450
Capital Investment Counsel (Colorado)
Colorado
$3.08M +$3.08M +43,919 New