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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 %
PFT
1401
Providence First Trust
Arizona
$274K
GWS
1402
Glassman Wealth Services
Virginia
$274K -$11K -157 -4%
AW
1403
Alaethes Wealth
Nevada
$274K
BMO
1404
Beck Mack & Oliver
New York
$273K
SC
1405
Sapient Capital
Indiana
$273K +$273K +3,892 New
WP
1406
WMS Partners
Maryland
$272K +$10.4K +149 +4%
PCP
1407
Proficio Capital Partners
Massachusetts
$272K -$28K -399 -9%
HBT
1408
Heartland Bank & Trust
Illinois
$272K +$272K +3,880 New
AFM
1409
Armstrong Fleming & Moore
District of Columbia
$272K
RIS
1410
Retirement Income Solutions
Michigan
$272K
RSWM
1411
Robertson Stephens Wealth Management
California
$271K -$51.8K -738 -16%
EHWM
1412
Eads & Heald Wealth Management
Georgia
$271K -$11.2K -160 -4%
FAG
1413
Fortitude Advisory Group
Washington
$271K
FAM
1414
Frontier Asset Management
Wyoming
$271K +$2.6K +37 +1%
SC
1415
Searle & Co
Connecticut
$271K -$22.3K -318 -8%
CWM
1416
Cabot Wealth Management
Massachusetts
$270K
GIA
1417
Gateway Investment Advisers
Ohio
$270K -$19.5K -278 -7%
FCA
1418
FLC Capital Advisors
California
$269K
LOPW
1419
Live Oak Private Wealth
North Carolina
$269K -$7.78K -111 -3%
GAM
1420
GEM Asset Management
Michigan
$269K
FSA
1421
Financial Security Advisor
Virginia
$268K -$77.8K -1,109 -22%
P
1422
Pitcairn
Pennsylvania
$267K -$70 -1 -0%
MIC
1423
Meridian Investment Counsel
California
$267K
DWT
1424
Dorsey & Whitney Trust
South Dakota
$265K -$33.9K -484 -11%
OHWA
1425
Oak Hill Wealth Advisors
Virginia
$265K -$54.1K -772 -17%