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Southern Company

1,829 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, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
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
710
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
526
Daymark Wealth Partners
Ohio
$2.27M +$20.8K +297 +0.9%
DZ Bank
527
DZ Bank
Germany
$2.26M
CPRC
528
Consolidated Portfolio Review Corp
New York
$2.26M
SFS
529
Sowell Financial Services
Arkansas
$2.26M +$183K +2,611 +9%
PP
530
Prudential plc
United Kingdom
$2.25M -$10.9K -155 -0.5%
CBA
531
Coastal Bridge Advisors
Connecticut
$2.24M +$2.52K +36 +0.1%
RF
532
Robbins Farley
New Hampshire
$2.21M +$40.2K +574 +2%
CIBC World Market
533
CIBC World Market
Ontario, Canada
$2.21M -$204K -2,913 -8%
FC
534
Forte Capital
New York
$2.2M -$35.7K -509 -2%
HIC
535
Holderness Investments Company
North Carolina
$2.19M +$550K +7,837 +34%
TYCC
536
Texas Yale Capital Corp
Florida
$2.18M +$98.9K +1,410 +5%
GT
537
Greenleaf Trust
Michigan
$2.18M +$193K +2,747 +10%
WANY
538
Wealthspire Advisors (New York)
New York
$2.18M +$662K +9,434 +44%
SGCA
539
Steel Grove Capital Advisors
Tennessee
$2.18M -$43.8K -624 -2%
BOH
540
Bank of Hawaii
Hawaii
$2.15M +$51.2K +730 +2%
BFO
541
Biltmore Family Office
North Carolina
$2.15M -$391K -5,577 -15%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$2.14M -$771 -11 -0%
SPC
543
Sigma Planning Corp
Michigan
$2.13M -$2.35M -33,564 -53%
SC
544
SouthState Corp
Florida
$2.12M
MBTD
545
Mechanics Bank - Trust Department
California
$2.12M -$45.6K -650 -2%
UCB
546
United Community Bank
South Carolina
$2.1M -$97.4K -1,389 -4%
SAI
547
Systematic Alpha Investments
New Jersey
$2.1M
FFN
548
Focus Financial Network
Minnesota
$2.1M +$941K +13,414 +81%
WFG
549
Wills Financial Group
Virginia
$2.09M -$129K -1,840 -6%
VVP
550
Venture Visionary Partners
Ohio
$2.09M +$9.26K +132 +0.4%