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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 %
WAAG
1051
Wealth Alliance Advisory Group
Kansas
$446K
CAM
1052
Cozad Asset Management
Illinois
$445K -$6.28K -97 -1%
SP
1053
Symmetry Partners
Connecticut
$444K
SCA
1054
Stokes Capital Advisors
South Carolina
$443K
FFIC
1055
First Fiduciary Investment Counsel
Ohio
$443K -$1.55M -23,961 -78%
EWA
1056
Exencial Wealth Advisors
Oklahoma
$443K -$23.2K -358 -5%
BIG
1057
Builder Investment Group
Georgia
$442K
MWM
1058
Marietta Wealth Management
Georgia
$441K -$114K -1,756 -20%
PA
1059
Probity Advisors
Texas
$440K -$19.4K -300 -4%
TGAM
1060
TBH Global Asset Management
Tennessee
$439K +$439K +6,780 New
HCP
1061
Hexagon Capital Partners
Arkansas
$438K -$5.76K -89 -1%
SFWA
1062
Summit Financial Wealth Advisors
Louisiana
$436K +$68.7K +1,000 +19%
SIS
1063
Sound Income Strategies
Florida
$435K +$141K +2,172 +48%
BA
1064
Ballew Advisors
Mississippi
$435K +$1.03K +16 +0.2%
CAM
1065
Congress Asset Management
Massachusetts
$434K +$45K +696 +12%
PA
1066
PSI Advisors
Florida
$434K +$3.3K +51 +0.8%
ACI
1067
Alpha Cubed Investments
California
$433K +$21.9K +338 +5%
RCAG
1068
Rehmann Capital Advisory Group
Michigan
$433K +$33.2K +513 +8%
JHCP
1069
Jackson Hole Capital Partners
Oklahoma
$433K -$24.5K -378 -5%
IWA
1070
IVC Wealth Advisors
Pennsylvania
$431K -$3.11K -48 -0.7%
USB
1071
Union Savings Bank
Connecticut
$431K
ACM
1072
Alethea Capital Management
Washington
$431K +$431K +6,658 New
BHWM
1073
Bar Harbor Wealth Management
New Hampshire
$431K -$6.47K -100 -1%
TCM
1074
Teza Capital Management
Illinois
$427K +$427K +6,600 New
BFW
1075
Brady Family Wealth
Missouri
$426K -$19.7K -305 -4%