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Southern Company

1,829 hedge funds and large institutions have $49.9B invested in Southern Company in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 645 increasing their positions, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+128
Holders Change %
+7.52%
% of All Funds
26.81%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
239
Increased
645
Reduced
710
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
1351
Willis Johnson & Associates
Texas
$306K +$10.6K +151 +4%
AC
1352
Avestar Capital
New York
$306K +$63.1K +900 +26%
TIM
1353
Thompson Investment Management
Wisconsin
$306K +$13.5K +193 +5%
SAM
1354
Secure Asset Management
Michigan
$305K +$1.89K +27 +0.6%
PIMG
1355
Patriot Investment Management Group
Tennessee
$305K -$28.5K -407 -9%
AA
1356
Argent Advisors
Louisiana
$303K
BIM
1357
Bridges Investment Management
Nebraska
$303K
PB
1358
Pinnacle Bancorp
Nebraska
$303K -$4.21K -60 -1%
H
1359
HoyleCohen
California
$303K
CFG
1360
Cooper Financial Group
California
$301K -$14.1K -201 -4%
LFA
1361
Longview Financial Advisors
Alabama
$301K +$301K +4,296 New
AC
1362
Apella Capital
Connecticut
$301K +$301K +4,192 New
BDL
1363
Bey-Douglas LLC
Georgia
$300K +$300K +4,280 New
SSA
1364
Sierra Summit Advisors
Nevada
$299K +$299K +4,259 New
SN
1365
Sittner & Nelson
Oregon
$298K
PMFA
1366
Plante Moran Financial Advisors
Michigan
$297K +$982 +14 +0.3%
CFO
1367
Callan Family Office
Pennsylvania
$295K +$2.81K +40 +1%
PAM
1368
Peak Asset Management
Colorado
$295K +$21.7K +310 +8%
DWA
1369
Douglass Winthrop Advisors
New York
$295K
WP
1370
Wealthspan Partners
Iowa
$294K +$49.7K +709 +20%
MIS
1371
Morningstar Investment Services
Illinois
$292K +$292K +4,155 New
BP
1372
Ballentine Partners
Massachusetts
$292K -$288K -4,104 -50%
BOPW
1373
Brandywine Oak Private Wealth
Pennsylvania
$292K
NF
1374
Norwood Financial
Pennsylvania
$292K
SIM
1375
Stratos Investment Management
Ohio
$290K -$9.96K -142 -3%