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Southern Company

1,694 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 773 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,694
Holders Change
-33
Holders Change %
-1.91%
% of All Funds
27.11%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
111
Increased
773
Reduced
540
Closed
104
Calls
$340M
Puts
$218M
Net Calls
+$122M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
276
Principle Wealth Partners
Connecticut
$6.34M -$90.2K -1,297 -1%
AMIM
277
Aull & Monroe Investment Management
Alabama
$6.33M +$198K +2,842 +3%
VWA
278
Visionary Wealth Advisors
Illinois
$6.33M +$412K +5,926 +7%
TNBTD
279
Trustmark National Bank Trust Department
Mississippi
$6.31M +$36.7K +528 +0.6%
TNB
280
Thomasville National Bank
Georgia
$6.29M +$128K +1,836 +2%
AF
281
Alerus Financial
North Dakota
$6.28M +$290K +4,168 +5%
William Blair & Company
282
William Blair & Company
Illinois
$6.28M -$125K -1,798 -2%
NC
283
NewSquare Capital
Pennsylvania
$6.27M +$480K +6,892 +8%
SAM
284
Securian Asset Management
Minnesota
$6.27M +$39.2K +564 +0.6%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$6.25M +$84.4K +1,213 +1%
PAG
286
Private Advisor Group
New Jersey
$6.22M -$238K -3,416 -4%
RA
287
RFG Advisory
Alabama
$6.15M +$53.4K +768 +0.9%
KP
288
Keel Point
Alabama
$6.14M +$33.8K +486 +0.6%
EMPI
289
Elo Mutual Pension Insurance
Finland
$6.05M +$187K +2,685 +3%
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
$6M +$1.03M +14,771 +21%
MSRPS
291
Maryland State Retirement & Pension System
Maryland
$5.99M +$35.3K +508 +0.6%
KRS
292
Kentucky Retirement Systems
Kentucky
$5.99M +$174K +2,503 +3%
Wealthfront Advisers
293
Wealthfront Advisers
California
$5.95M -$5.37M -77,221 -47%
WW
294
Windle Wealth
Oklahoma
$5.88M +$184K +2,646 +3%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$5.86M +$18.9K +272 +0.3%
AAS
296
Avantax Advisory Services
Texas
$5.84M -$197K -2,831 -3%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$5.82M +$433K +6,223 +8%
CTC
298
Central Trust Company
Missouri
$5.81M +$10.9K +156 +0.2%
OC
299
Oppenheimer & Co
New York
$5.79M +$154K +2,213 +3%
OPTFSNA
300
Old Point Trust & Financial Services N A
Virginia
$5.78M +$41.4K +595 +0.7%