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Southern Company

1,828 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, 709 reducing their positions, and 84 closing their positions.

Holders
1,828
Holders Change
+128
Holders Change %
+7.53%
% of All Funds
26.8%
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
709
Closed
84
Calls
$399M
Puts
$228M
Net Calls
+$171M
Net Calls Change
+$50.3M
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1626
Toth Financial Advisory
Virginia
$120K 1,707 -138 -7%
HGERS
1627
Householder Group Estate & Retirement Specialist
Arizona
$115K 1,648 +551 +50%
WT
1628
Whittier Trust
California
$114K 1,631 -140 -8%
MCM
1629
MV Capital Management
Maryland
$114K 1,626 +36 +2%
SAM
1630
S.A. Mason
Michigan
$111K 1,583
JWA
1631
JFS Wealth Advisors
Pennsylvania
$110K 1,571 +39 +3%
ITIM
1632
Indiana Trust & Investment Management
Indiana
$110K 1,564 -122 -7%
SGC
1633
Slocum, Gordon & Co
Rhode Island
$108K 1,534 +500 +48%
APW
1634
Acima Private Wealth
Virginia
$105K 1,500
CT
1635
Colonial Trust
South Carolina
$104K 1,486 -206 -12%
DMBA
1636
Deseret Mutual Benefit Administrators
Utah
$104K 1,485 -440 -23%
HGA
1637
Hobbs Group Advisors
South Carolina
$102K 1,458 +1,458 New
MSFP
1638
Mark Sheptoff Financial Planning
Connecticut
$102K 1,450
PG
1639
Proffitt & Goodson
Tennessee
$100K 1,429
MRCM
1640
M&R Capital Management
New Jersey
$99.6K 1,420 +70 +5%
BL
1641
BFSG LLC
California
$99.2K 1,415 +1,415 New
SPWM
1642
Spartan Planning & Wealth Management
North Carolina
$98K 1,398 +1,395 +46,500%
DAC
1643
Dividend Assets Capital
South Carolina
$97K 1,385 -31 -2%
CWM
1644
Compass Wealth Management
Connecticut
$96.1K 1,370 -250 -15%
OAM
1645
Ostrum Asset Management
France
$94.7K 1,350 +6 +0.4%
CFFP
1646
Center for Financial Planning
Michigan
$94K 1,340 -320 -19%
RWM
1647
Ruedi Wealth Management
Illinois
$93.2K 1,329
ME
1648
McIlrath & Eck
Washington
$92.4K 1,318 +535 +68%
FFO
1649
Fortitude Family Office
Arizona
$92.1K 1,313 +1,313 New
FWM
1650
Focused Wealth Management
New York
$88.4K 1,261 +107 +9%