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 %
HIA
1601
Harbor Investment Advisory
Maryland
$170K +$21.9K +313 +15%
NBT
1602
Northwest Bank & Trust
Iowa
$169K +$169K +2,406 New
EIM
1603
Essex Investment Management
Massachusetts
$168K
SC
1604
Stephens Consulting
Michigan
$167K
CCC
1605
Chelsea Counsel Company
California
$160K +$9.33K +133 +6%
RIM
1606
Rockbridge Investment Management
New York
$160K +$160K +2,275 New
T
1607
TOBAM
France
$156K +$150K +2,139 +2,325%
FDCP
1608
Foster Dykema Cabot & Partners
Massachusetts
$152K +$152K +2,166 New
JFG
1609
JDM Financial Group
Texas
$152K
LB
1610
Legacy Bridge
Iowa
$151K -$16.1K -230 -10%
CWC
1611
Carolinas Wealth Consulting
North Carolina
$150K -$97 -32 -0.1%
RFG
1612
REAP Financial Group
Texas
$150K +$150K +2,135 New
DIP
1613
DT Investment Partners
Pennsylvania
$144K
CIR
1614
Clear Investment Research
Georgia
$141K -$6.31K -90 -4%
QPBE
1615
Quintet Private Bank (Europe)
Luxembourg
$140K
AA
1616
Addison Advisors
Vermont
$140K +$61.4K +875 +78%
TFM
1617
TFC Financial Management
Massachusetts
$139K -$2.45K -35 -2%
JFGIW
1618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K +$85.8K +1,224 +163%
JGIA
1619
Jackson Grant Investment Advisers
Connecticut
$137K +$1.19K +17 +0.9%
CFO
1620
CVA Family Office
Colorado
$136K +$136K +1,939 New
ST
1621
Smithfield Trust
Pennsylvania
$135K -$3.17K -45 -2%
MA
1622
MCF Advisors
Kentucky
$133K -$10.5K -150 -7%
WPA
1623
West Paces Advisors
Georgia
$129K
MCM
1624
Manchester Capital Management
Vermont
$126K +$7.15K +102 +6%
CB
1625
Community Bank
New York
$125K -$4.84K -69 -4%