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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 %
LIWM
1801
Long Island Wealth Management
New York
$6K 91 +91 New
RG
1802
Retirement Group
California
$5.92K 84 -103 -55%
MIA
1803
MeadowBrook Investment Advisors
Michigan
$5.26K 75 +75 New
BFS
1804
Burkett Financial Services
South Carolina
$4.24K 60 +60 New
PO
1805
Private Ocean
California
$4.21K 60
FRA
1806
Frank Rimerman Advisors
California
$4K 57 +57 New
DWMG
1807
DB Wealth Management Group
California
$3.51K 50
ACA
1808
Atlas Capital Advisors
Wyoming
$3.3K 47
KFI
1809
Key Financial Inc
Pennsylvania
$3.16K 45 -93 -67%
CPG
1810
Custom Portfolio Group
Colorado
$3.16K 45 +45 New
PPWM
1811
PFG Private Wealth Management
Florida
$2.88K 41 -49 -54%
PS
1812
PayPay Securities
Japan
$2.55K 36 +6 +20%
HCM
1813
Hollencrest Capital Management
California
$2.1K 30
NMG
1814
New Millennium Group
Utah
$1.89K 27
SIC
1815
SJS Investment Consulting
Ohio
$1.68K 24 -3 -11%
TCA
1816
Trifecta Capital Advisors
Illinois
$1.61K 23
FFA
1817
Frazier Financial Advisors
Ohio
$1.6K 23 +23 New
FA
1818
Financial Avengers
California
$1.46K 21
DWA
1819
Delos Wealth Advisors
Texas
$1.26K 18
CP
1820
Castleview Partners
Texas
$1.26K 18 -5,401 -100%
WA
1821
WestEnd Advisors
North Carolina
$1.19K 17 -11 -39%
FSWA
1822
Financial Synergies Wealth Advisors
Texas
$1K 14 -498 -97%
OCM
1823
Orion Capital Management
California
$982 14
TWD
1824
True Wealth Design
Ohio
$842 12
VWA
1825
Valued Wealth Advisors
Utah
$454 7 +7 New