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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 %
PVI
901
Pine Valley Investments
New Jersey
$636K +$88.3K +1,365 +16%
AA
902
Ancora Advisors
Ohio
$635K
BCM
903
BluePath Capital Management
Georgia
$633K +$633K +9,775 New
BFA
904
Beaumont Financial Advisors
Massachusetts
$633K -$11.8K -183 -2%
MWM
905
Modera Wealth Management
New Jersey
$632K -$413K -6,383 -40%
MFS
906
Mirabella Financial Services
United Kingdom
$625K +$625K +9,654 New
SJIM
907
St. Johns Investment Management
Florida
$622K -$2.46K -38 -0.4%
KAS
908
KPP Advisory Services
Kentucky
$622K +$622K +9,615 New
MMM
909
Mendel Money Management
Illinois
$622K +$71.2K +1,100 +13%
GAMC
910
Garner Asset Management Corp
Texas
$621K -$38.7K -598 -6%
JF
911
Jump Financial
Illinois
$620K +$620K +9,587 New
GI
912
Gradient Investments
Minnesota
$620K -$144K -2,223 -19%
QCG
913
Quadrant Capital Group
Ohio
$618K -$23.6K -364 -4%
AWA
914
Acorn Wealth Advisors
Michigan
$616K +$6.15K +95 +1%
CGL
915
Clarius Group LLC
Washington
$615K -$221K -3,412 -26%
FHB
916
First Hawaiian Bank
Hawaii
$615K -$15.6K -241 -2%
FCP
917
Fidelis Capital Partners
Florida
$614K +$166K +2,570 +37%
P
918
&Partners
Tennessee
$614K +$3.37K +52 +0.6%
XF
919
XML Financial
Maryland
$613K +$53.7K +829 +10%
WPC
920
Wedmont Private Capital
Pennsylvania
$613K -$150K -2,269 -20%
BMC
921
Benin Management Corp
Connecticut
$612K
PA
922
Parallel Advisors
California
$612K -$35.9K -555 -6%
LW
923
Linscomb Wealth
Texas
$612K
AWM
924
Affinity Wealth Management
Delaware
$611K +$1.1K +17 +0.2%
ESB
925
Essex Savings Bank
Connecticut
$610K +$82K +1,267 +16%