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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 %
FIM
976
Freedom Investment Management
Connecticut
$527K +$127K +1,969 +32%
GWSG
977
GPS Wealth Strategies Group
Colorado
$524K -$42.4K -655 -7%
BW
978
BIP Wealth
Georgia
$522K -$131K -2,025 -20%
FT
979
Fiduciary Trust
Massachusetts
$521K -$48.6K -751 -9%
PWPS
980
Pinnacle Wealth Planning Services
Ohio
$520K -$518 -8 -0.1%
CRI
981
Colonial River Investments
Virginia
$520K +$309K +4,781 +147%
HI
982
Horizon Investments
North Carolina
$519K +$259 +4 +0%
ECM
983
Evergreen Capital Management
Washington
$518K -$86.9K -1,343 -14%
UM
984
UniSuper Management
Australia
$518K
RWM
985
Ritholtz Wealth Management
New York
$517K -$183K -2,822 -26%
OIA
986
Optimum Investment Advisors
Illinois
$515K +$46.6K +720 +10%
RFA
987
Register Financial Advisors
Georgia
$515K +$167K +2,575 +48%
BST
988
Bath Savings Trust
Maine
$514K
TFA
989
Trinity Financial Advisors
Ohio
$512K -$57.1K -882 -10%
RIA
990
Richwood Investment Advisors
Ohio
$509K -$21K -325 -4%
WEG
991
World Equity Group
Illinois
$508K +$296K +4,580 +140%
EW
992
Element Wealth
Mississippi
$507K +$2.4K +37 +0.5%
NB
993
Northwest Bancshares
Pennsylvania
$507K +$52.6K +812 +12%
MAM
994
McLean Asset Management
Virginia
$507K
BHBT
995
Burke & Herbert Bank & Trust
Virginia
$502K -$75.3K -1,163 -13%
Jacobs Levy Equity Management
996
Jacobs Levy Equity Management
New Jersey
$502K -$6.42M -99,260 -93%
TCOT
997
Trust Company of Toledo
Ohio
$499K -$107K -1,660 -18%
BWP
998
Baldwin Wealth Partners
Massachusetts
$499K -$16.2K -250 -3%
WI
999
WrapManager Inc
California
$496K -$56.3K -870 -10%
CC
1000
Chicago Capital
Illinois
$492K