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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 %
FWP
876
Firethorn Wealth Partners
Georgia
$672K +$6.47K +100 +1%
WI
877
Wintrust Investments
Illinois
$671K +$12.7K +196 +2%
VBCG
878
Valley Brook Capital Group
Pennsylvania
$669K -$6.28K -97 -0.9%
IF
879
Intrua Financial
Texas
$666K -$52.2K -806 -7%
EWM
880
EPG Wealth Management
Georgia
$663K +$1.88K +29 +0.3%
LIM
881
Longfellow Investment Management
Massachusetts
$662K +$662K +10,234 New
PNC
882
Park National Corp
Ohio
$660K -$10.2K -158 -2%
RC
883
Resolution Capital
Australia
$660K +$660K +10,194 New
NL
884
NWAM LLC
Washington
$658K -$13.9K -215 -2%
NSIM
885
North Star Investment Management
Illinois
$655K +$712 +11 +0.1%
Bessemer Group
886
Bessemer Group
New Jersey
$654K -$196K -3,022 -23%
TWC
887
TD Waterhouse Canada
Ontario, Canada
$653K -$587K -9,203 -47%
JSL
888
JT Stratford LLC
Georgia
$652K +$127K +1,963 +24%
AF
889
Arrow Financial
New York
$651K -$4.92K -76 -0.7%
JAG
890
Journey Advisory Group
Kentucky
$651K
SFG
891
Summit Financial Group
West Virginia
$649K -$25.9K -400 -4%
EM
892
Excalibur Management
Massachusetts
$648K -$6.47K -100 -1%
GLLW
893
Graves Light Lenhart Wealth
Virginia
$645K -$38.9K -599 -6%
TFS
894
Thoroughbred Financial Services
Tennessee
$644K +$238K +3,678 +59%
APP
895
Avantax Planning Partners
Iowa
$644K +$23.2K +359 +4%
BFS
896
Bradley Foster & Sargent
Connecticut
$642K
VAM
897
Verity Asset Management
North Carolina
$642K +$23.1K +357 +4%
MMG
898
Monetary Management Group
Missouri
$639K
MIM
899
Marco Investment Management
Georgia
$639K -$89.4K -1,381 -12%
FNC
900
First National Corp
Massachusetts
$638K -$1.94K -30 -0.3%