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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 %
SWA
1526
Sutton Wealth Advisors
Florida
$104K +$6.47K +100 +7%
MCM
1527
MV Capital Management
Maryland
$103K +$1.1K +17 +1%
PCA
1528
Providence Capital Advisors
North Carolina
$103K +$2.2K +34 +2%
SAM
1529
S.A. Mason
Michigan
$102K -$1.94K -30 -2%
AIM
1530
Acropolis Investment Management
Missouri
$102K -$27.4K -423 -21%
JWA
1531
JFS Wealth Advisors
Pennsylvania
$99.2K +$2.46K +38 +3%
MFT
1532
Moisand Fitzgerald Tamayo
Florida
$98.5K +$36.6K +565 +59%
BCMLT
1533
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.5K
APW
1534
Acima Private Wealth
Virginia
$97.1K
MSFP
1535
Mark Sheptoff Financial Planning
Connecticut
$93.8K
PG
1536
Proffitt & Goodson
Tennessee
$92.5K
DAC
1537
Dividend Assets Capital
South Carolina
$92K -$40.6K -625 -31%
RCG
1538
Rock Creek Group
District of Columbia
$91.5K -$79.6K -1,230 -47%
1IA
1539
1620 Investment Advisors
Massachusetts
$91.1K +$55.1K +10,806 +153%
MRCM
1540
M&R Capital Management
New Jersey
$87.4K
OAM
1541
Ostrum Asset Management
France
$87K -$278K -4,296 -76%
NL
1542
NVWM LLC
Pennsylvania
$86.1K
RWM
1543
Ruedi Wealth Management
Illinois
$86K
SOW
1544
State of Wyoming
Wyoming
$85.3K +$85.3K +1,318 New
CAC
1545
Certified Advisory Corp
Florida
$84.3K +$194 +3 +0.2%
KOCAA
1546
Knights of Columbus Asset Advisors
Connecticut
$84.1K +$6.47K +100 +8%
BWL
1547
Bogart Wealth LLC
Virginia
$81.8K
EC
1548
Elequin Capital
New York
$81.1K +$66.7K +1,031 +464%
CAS
1549
Coppell Advisory Solutions
Texas
$77.3K -$39.8K -558 -34%
PP
1550
PrairieView Partners
Minnesota
$77K -$65.8K -1,026 -46%