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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 %
PFBT
1476
Parkside Financial Bank & Trust
Missouri
$179K +$13.7K +212 +8%
CCP
1477
Carmel Capital Partners
California
$176K +$48.9K +755 +38%
AA
1478
AlphaMark Advisors
Kentucky
$172K -$6.93K -107 -4%
LTI
1479
Laffer Tengler Investments
Tennessee
$168K +$168K +2,600 New
PI
1480
PEAK6 Investments
Illinois
$162K +$162K +2,503 New
TF
1481
Tompkins Financial
New York
$159K
WIM
1482
Westside Investment Management
California
$159K
ALAM
1483
Asahi Life Asset Management
Japan
$157K -$240K -3,710 -60%
EIM
1484
Essex Investment Management
Massachusetts
$155K
LB
1485
Legacy Bridge
Iowa
$154K
SC
1486
Stephens Consulting
Michigan
$154K
WTC
1487
WhitTier Trust Company
Nevada
$150K +$106K +1,633 +236%
BLC
1488
Brown, Lisle/Cummings
Rhode Island
$150K +$324 +5 +0.2%
CWC
1489
Carolinas Wealth Consulting
North Carolina
$148K +$6 +2 +0%
WWP
1490
WR Wealth Planners
Missouri
$147K -$13.3K -205 -8%
First Manhattan
1491
First Manhattan
New York
$145K +$65 +1 +0%
AW
1492
Avion Wealth
Texas
$145K +$580 +9 +0.4%
FPFS
1493
First Personal Financial Services
North Carolina
$141K -$11.7K -180 -8%
AGWCA
1494
Annis Gardner Whiting Capital Advisors
Florida
$141K +$141K +2,172 New
JFG
1495
JDM Financial Group
Texas
$140K +$140K +2,165 New
CCC
1496
Chelsea Counsel Company
California
$139K -$6.47K -100 -4%
FDCC
1497
Foster Dykema Cabot & Co
Massachusetts
$139K
HIA
1498
Harbor Investment Advisory
Maryland
$137K -$6.54K -101 -5%
CIR
1499
Clear Investment Research
Georgia
$136K -$712 -11 -0.5%
DIP
1500
DT Investment Partners
Pennsylvania
$135K