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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 %
HIC
1576
Harvey Investment Company
Kentucky
$205K +$205K +2,926 New
LA
1577
Latitude Advisors
Florida
$204K +$204K +2,904 New
IAA
1578
Ironsides Asset Advisors
North Carolina
$204K -$33.4K -477 -14%
WIC
1579
Wilkins Investment Counsel
Massachusetts
$203K +$203K +2,900 New
HFA
1580
High Falls Advisors
New York
$203K +$203K +2,900 New
AT
1581
Arden Trust
Delaware
$203K -$97.5K -1,391 -32%
BHWM
1582
Beaird Harris Wealth Management
Texas
$203K
MWM
1583
Maripau Wealth Management
Indiana
$203K +$203K +2,888 New
OL
1584
OneFund LLC
Florida
$202K +$202K +2,884 New
SOAMC
1585
Spirit of America Management Corp
New York
$200K
PGAM
1586
Princeton Global Asset Management
New Jersey
$198K +$81.3K +1,160 +70%
M
1587
MOTCO
Texas
$197K -$17.8K -254 -8%
FWM
1588
FSA Wealth Management
Massachusetts
$197K +$197K +2,812 New
PBK
1589
Peoples Bank (Kansas)
Kansas
$196K
BWM
1590
Baystate Wealth Management
Massachusetts
$194K -$2.24K -32 -1%
GGI
1591
Godsey & Gibb Inc
Virginia
$194K
PHK
1592
Point72 Hong Kong
Hong Kong
$189K +$189K +2,699 New
LTI
1593
Laffer Tengler Investments
Tennessee
$188K +$5.19K +74 +3%
AA
1594
AlphaMark Advisors
Kentucky
$186K
BLC
1595
Brown, Lisle/Cummings
Rhode Island
$177K +$14.4K +205 +9%
First Manhattan
1596
First Manhattan
New York
$176K +$17.9K +254 +11%
TVAMP
1597
Tennessee Valley Asset Management Partners
Tennessee
$174K +$174K +2,486 New
AGWCA
1598
Annis Gardner Whiting Capital Advisors
Florida
$173K +$21K +300 +14%
TF
1599
Tompkins Financial
New York
$172K
WIM
1600
Westside Investment Management
California
$172K