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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 %
ZF
1176
Zhang Financial
Michigan
$346K
BWA
1177
Beam Wealth Advisors
Louisiana
$346K +$518 +8 +0.1%
TC
1178
TownSquare Capital
Utah
$345K +$15.3K +237 +5%
RW
1179
REDW Wealth
New Mexico
$345K +$2.91K +45 +0.9%
LGA
1180
Lebenthal Global Advisors
New York
$342K
LDB
1181
Lee, Danner & Bass
Tennessee
$342K
GIA
1182
GHP Investment Advisors
Colorado
$342K -$59.5K -894 -15%
DJSG
1183
D.J. St. Germain
Massachusetts
$338K +$25.9K +400 +8%
TA
1184
TruWealth Advisors
Louisiana
$337K +$8.15K +126 +2%
EIA
1185
Eastover Investment Advisors
North Carolina
$336K
AA
1186
Auxano Advisors
Washington
$335K -$1.1K -17 -0.3%
MFG
1187
MidWestOne Financial Group
Iowa
$335K +$61.5K +950 +22%
CIA
1188
Cladis Investment Advisory
Montana
$334K
TWM
1189
Triton Wealth Management
Arizona
$333K
PWAM
1190
Pinnacle West Asset Management
Wyoming
$333K +$11K +170 +3%
KFG
1191
Kingdom Financial Group
Arizona
$333K +$453 +7 +0.1%
CIM
1192
CIM Investment Management
Pennsylvania
$331K -$7.12K -110 -2%
FNBT
1193
FineMark National Bank & Trust
Florida
$331K -$257K -3,969 -44%
DIP
1194
Davis Investment Partners
North Carolina
$330K
MW
1195
Marcum Wealth
Ohio
$330K +$3.37K +52 +1%
MHR
1196
Matthew Hamilton Rosenberg
$328K -$1.36K -21 -0.4%
SIC
1197
Sigma Investment Counselors
Michigan
$327K +$841 +13 +0.3%
KOC
1198
Koss-Olinger Consulting
Florida
$327K -$45.3K -700 -12%
CCA
1199
Childress Capital Advisors
Texas
$326K +$326K +5,109 New
WA
1200
WealthTrust Axiom
Pennsylvania
$326K