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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 %
KFGK
1101
Keystone Financial Group (Kentucky)
Kentucky
$408K +$12K +185 +3%
SWA
1102
SFMG Wealth Advisors
Texas
$407K +$106K +1,640 +35%
BEI
1103
Benjamin Edwards Inc
Missouri
$405K -$19.8K -306 -5%
SDAM
1104
Shulman DeMeo Asset Management
New York
$405K -$8.61K -133 -2%
NCM
1105
Novare Capital Management
North Carolina
$404K -$21.8K -337 -5%
CA
1106
CSM Advisors
Pennsylvania
$403K -$71.2K -1,100 -15%
NRA
1107
NSI Retail Advisors
Pennsylvania
$403K -$71.2K -1,100 -15%
TCMP
1108
Thrive Capital Management (Pennsylvania)
Pennsylvania
$402K -$37.8K -584 -9%
VFP
1109
Verus Financial Partners
Virginia
$401K +$12K +180 +3%
MWM
1110
Mission Wealth Management
California
$401K +$1.62K +25 +0.4%
BAM
1111
BOS Asset Management
Illinois
$399K
AO
1112
Advisor OS
Illinois
$399K -$486K -7,504 -55%
FOFP
1113
Fee-Only Financial Planning
South Carolina
$398K
DI
1114
Diligent Investors
California
$397K +$324 +5 +0.1%
HWA
1115
Heritage Wealth Advisors
Virginia
$395K -$38.8K -600 -9%
PCM
1116
Penserra Capital Management
California
$394K -$61.5K -953 -13%
PA
1117
PFW Advisors
Georgia
$394K
CWM
1118
Cornerstone Wealth Management
Missouri
$394K -$194 -3 -0%
MSWM
1119
McGlone Suttner Wealth Management
Wisconsin
$394K +$18.9K +292 +5%
FAM
1120
Formidable Asset Management
Ohio
$393K
PFG
1121
Prosperity Financial Group
California
$393K +$7.31K +113 +2%
DA
1122
Doliver Advisors
Texas
$393K +$6.47K +100 +2%
BFA
1123
Buttonwood Financial Advisors
Maryland
$393K +$83.7K +1,293 +27%
AWM
1124
Abound Wealth Management
Tennessee
$392K +$3.3K +51 +0.8%
IEFM
1125
IQ EQ Fund Management
Ireland
$392K