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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 %
LIM
1026
Lathrop Investment Management
Arkansas
$471K -$8.41K -130 -2%
CI
1027
Conning Inc
Connecticut
$471K -$7.12K -110 -1%
FA
1028
FDx Advisors
Illinois
$466K -$171K -2,647 -27%
VIM
1029
Vinva Investment Management
Australia
$466K +$16.7K +257 +4%
HTC
1030
Haverford Trust Company
Pennsylvania
$464K
DJYG
1031
David J. Yvars Group
Florida
$462K +$324 +5 +0.1%
PI
1032
PFG Investments
New York
$462K +$91.1K +1,408 +25%
CSB
1033
City State Bank
Iowa
$461K +$17.2K +265 +4%
SL
1034
Sentry LLC
Tennessee
$460K +$259 +4 +0.1%
CI
1035
CX Institutional
Indiana
$459K -$6.93K -107 -1%
VHAM
1036
Van Hulzen Asset Management
California
$457K -$15.7K -243 -3%
BAM
1037
Belpointe Asset Management
Nevada
$456K +$36K +556 +9%
NAM
1038
NorthCrest Asset Manangement
Minnesota
$456K +$40.5K +625 +10%
BAM
1039
Beaumont Asset Management
Texas
$455K +$10.2K +158 +2%
BIA
1040
Beacon Investment Advisors
Maryland
$455K +$1.68K +26 +0.4%
NRI
1041
NFP Retirement Inc
California
$454K +$5.7K +88 +1%
AGP
1042
Autumn Glory Partners
Texas
$453K
XWM
1043
Xcel Wealth Management
Florida
$452K -$22.8K -352 -5%
AFG
1044
Allegheny Financial Group
Pennsylvania
$452K -$105K -1,615 -19%
CIA
1045
Cohen Investment Advisors
New Hampshire
$451K -$26K -402 -5%
PGF
1046
Plan Group Financial
Oklahoma
$450K +$450K +6,957 New
BIAS
1047
Beacon Investment Advisory Services
New Jersey
$447K -$22.7K -350 -5%
CCFM
1048
Clear Creek Financial Management
Washington
$447K +$841 +13 +0.2%
MCWS
1049
McKinley Carter Wealth Services
West Virginia
$446K -$56.9K -879 -11%
MAA
1050
Mraz Amerine & Associates
California
$446K