SO icon

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 %
SFS
1526
Searcy Financial Services
Kansas
$223K
LAS
1527
Lloyd Advisory Services
Georgia
$223K +$223K +3,174 New
HA
1528
HC Advisors
Georgia
$222K
UWM
1529
USAdvisors Wealth Management
Minnesota
$222K +$222K +3,167 New
RPC
1530
Rossmore Private Capital
Connecticut
$222K
FA
1531
Faithward Advisors
Pennsylvania
$222K -$14K -209 -6%
SSWM
1532
Smith Salley Wealth Management
North Carolina
$221K -$57.7K -823 -21%
OFG
1533
OmniStar Financial Group
North Carolina
$221K -$14K -200 -6%
LAM
1534
Lifestyle Asset Management
Texas
$221K -$14K -199 -6%
NSG
1535
Nalls Sherbakoff Group
Tennessee
$221K +$26.6K +379 +14%
CAM
1536
Covenant Asset Management
New Jersey
$221K +$221K +3,148 New
CP
1537
Coho Partners
Pennsylvania
$220K
NHT
1538
New Hampshire Trust
New Hampshire
$220K -$24.8K -354 -10%
BWP
1539
Barlow Wealth Partners
Kentucky
$219K +$219K +3,130 New
GFP
1540
Gryphon Financial Partners
Ohio
$219K +$219K +3,341 New
FEM
1541
Fulcrum Equity Management
Texas
$219K
SLG
1542
Stanley-Laman Group
Pennsylvania
$219K +$219K +3,127 New
NSAM
1543
North Star Asset Management
Wisconsin
$219K
IAMOG
1544
Investors Asset Management of Georgia
Georgia
$219K +$219K +3,126 New
CMA
1545
Cedar Mountain Advisors
Oregon
$219K +$2.1K +30 +1%
AI
1546
Accredited Investors
Minnesota
$219K
QPWM
1547
Quadrant Private Wealth Management
Pennsylvania
$219K +$219K +3,120 New
BBNA
1548
Bremer Bank National Association
Minnesota
$218K -$79.4K -1,132 -27%
EIP
1549
Ellis Investment Partners
Pennsylvania
$218K +$218K +3,111 New
AWA
1550
Aaron Wealth Advisors
Illinois
$217K +$217K +3,095 New