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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 %
AIM
1376
Athena Investment Management
California
$237K
OWA
1377
Octavia Wealth Advisors
Ohio
$237K +$21.4K +331 +10%
RMDI
1378
R.M. Davis Inc
Maine
$237K
SC
1379
Sawyer & Company
Massachusetts
$237K
SA
1380
Strategic Advisors
New York
$237K -$6.09K -94 -3%
BFM
1381
Boston Financial Management
Massachusetts
$237K +$49.2K +760 +26%
DIA
1382
Dean Investment Associates
Ohio
$237K -$1.04K -16 -0.4%
FAM
1383
Family Asset Management
South Carolina
$236K
GSB
1384
Greenfield Savings Bank
Massachusetts
$236K
FAM
1385
Flaharty Asset Management
Florida
$236K
FA
1386
Faithward Advisors
Pennsylvania
$236K +$236K +3,507 New
EGM
1387
Engineers Gate Manager
New York
$236K -$480K -7,414 -67%
OFA
1388
Oak Family Advisors
Illinois
$235K -$19.4K -300 -8%
NC
1389
NBW Capital
Massachusetts
$235K -$16.8K -260 -7%
APW
1390
Austin Private Wealth
Texas
$235K +$32.9K +508 +16%
WCM
1391
WealthBridge Capital Management
Ohio
$233K
IWM
1392
Integris Wealth Management
California
$233K
WWM
1393
Wiser Wealth Management
Georgia
$232K +$232K +3,587 New
LWCFA
1394
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$12.3K -175 -5%
BONH
1395
Bank of New Hampshire
New Hampshire
$231K
PCG
1396
Prosperity Consulting Group
Maryland
$231K +$231K +3,562 New
GCM
1397
Graham Capital Management
Connecticut
$230K +$230K +3,561 New
GA
1398
Geller Advisors
New York
$230K +$230K +3,556 New
MFC
1399
Morris Financial Concepts
South Carolina
$230K -$48.5K -750 -17%
ISWM
1400
Independent Solutions Wealth Management
New York
$230K +$19.3K +298 +9%