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Southern Company

1,701 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 656 increasing their positions, 655 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,701
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.12%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
656
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
751
White Lighthouse Investment Management
Massachusetts
$912K -$582 -9 -0.1%
EWA
752
EverSource Wealth Advisors
Alabama
$911K +$21.3K +329 +2%
EARNEST Partners
753
EARNEST Partners
Georgia
$911K -$398K -6,142 -30%
GRP
754
Global Retirement Partners
California
$907K -$156K -2,408 -15%
MAS
755
Meeder Advisory Services
Ohio
$906K -$137K -2,113 -13%
CM
756
Columbus Macro
Pennsylvania
$902K -$45K -696 -5%
CI Investments Inc
757
CI Investments Inc
Ontario, Canada
$902K -$9.64K -149 -1%
SAM
758
SignalPoint Asset Management
Missouri
$901K -$19.8K -306 -2%
EWM
759
Evercore Wealth Management
New York
$901K -$79.3K -1,225 -8%
RDWM
760
Red Door Wealth Management
Tennessee
$899K +$4.47K +69 +0.5%
IAN
761
Integrated Advisors Network
Texas
$897K -$22.5K -348 -2%
WB
762
West Bancorporation
Iowa
$894K -$129K -2,000 -13%
SOS
763
Silver Oak Securities
Tennessee
$889K +$31.5K +486 +4%
AP
764
Americana Partners
Texas
$886K -$308K -4,806 -26%
EFMC
765
Empire Financial Management Company
New York
$885K
LI
766
LVZ Inc
Michigan
$885K -$22K -340 -2%
CAM
767
Columbia Asset Management
Michigan
$883K +$26.2K +405 +3%
SAM
768
Silvercrest Asset Management
New York
$882K -$2.01K -31 -0.2%
UBV
769
United Bank (Virginia)
Virginia
$880K
IB
770
Intrust Bank
Kansas
$880K +$66K +1,019 +8%
MCIA
771
Mountain Capital Investment Advisors
Colorado
$880K -$760K -11,153 -46%
Lazard Asset Management
772
Lazard Asset Management
New York
$880K
SW
773
SteelPeak Wealth
California
$875K +$548K +8,465 +168%
CCA
774
Checchi Capital Advisers
California
$874K +$31.2K +482 +4%
CCB
775
Country Club Bank
Missouri
$864K -$11.4K -175 -1%