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 %
BFA
1551
Brendel Financial Advisors
New Hampshire
$217K +$217K +3,100 New
LWCFA
1552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K -$14.3K -205 -6%
TAIM
1553
Te Ahumairangi Investment Management
New Zealand
$215K -$1.67M -23,866 -89%
GWM
1554
Gray Wealth Management
Maine
$214K -$21.5K -306 -9%
OP
1555
ORG Partners
Indiana
$213K +$12.1K +172 +6%
W
1556
Wealthquest
Ohio
$213K +$213K +3,034 New
ECM
1557
Exchange Capital Management
Michigan
$213K +$213K +3,034 New
PFBT
1558
Parkside Financial Bank & Trust
Missouri
$212K +$18.7K +266 +10%
MWM
1559
Magnolia Wealth Management
Alabama
$212K +$212K +3,026 New
AG
1560
Ascent Group
Virginia
$212K +$9.91K +145 +5%
V
1561
VeraBank
Texas
$211K +$211K +3,012 New
WTC
1562
WhitTier Trust Company
Nevada
$210K +$47.5K +678 +29%
KF
1563
KKM Financial
Illinois
$210K +$210K +3,001 New
MFS
1564
Madrona Financial Services
Washington
$210K +$210K +3,000 New
AMAL
1565
Asset Management Advisors LLC
Oklahoma
$210K +$210K +3,000 New
CFS
1566
CRA Financial Services
New Jersey
$210K +$210K +2,999 New
LCM
1567
Lazari Capital Management
California
$210K -$8.97K -128 -4%
BWG
1568
Berry Wealth Group
Texas
$210K +$210K +2,995 New
DCM
1569
Delta Capital Management
New Jersey
$210K -$11.2K -160 -5%
PTP
1570
Platform Technology Partners
New York
$210K +$210K +3,070 New
MA
1571
MBA Advisors
Pennsylvania
$208K +$208K +2,971 New
EWM
1572
Empirical Wealth Management
Washington
$207K +$207K +2,958 New
YIA
1573
YHB Investment Advisors
Connecticut
$207K -$11.4K -163 -5%
AOWM
1574
Alpha Omega Wealth Management
Virginia
$206K +$206K +2,932 New
UF
1575
Univest Financial
Pennsylvania
$205K +$205K +2,926 New