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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 %
DRP
301
Decade Renewable Partners
Texas
$5.77M -$2.25M -32,391 -28%
SIG
302
Sky Investment Group
Connecticut
$5.72M +$155K +2,225 +3%
Bank of Nova Scotia
303
Bank of Nova Scotia
Ontario, Canada
$5.63M -$2.76M -39,599 -33%
Rafferty Asset Management
304
Rafferty Asset Management
New York
$5.56M +$620K +8,914 +13%
HNB
305
Huntington National Bank
Ohio
$5.51M -$93.9K -1,349 -2%
CAM
306
Carret Asset Management
New York
$5.51M -$292K -4,195 -5%
SBWIC
307
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.42M -$33.1K -475 -0.6%
CWM
308
Chronos Wealth Management
Florida
$5.42M +$20K +287 +0.4%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$5.36M +$813K +11,683 +18%
IA
310
IFG Advisory
Georgia
$5.34M +$447K +6,430 +9%
TPCW
311
TD Private Client Wealth
New York
$5.26M +$78.3K +1,126 +2%
DADC
312
D.A. Davidson & Co
Montana
$5.2M +$283K +4,064 +6%
NGA
313
Naples Global Advisors
Florida
$5.16M +$53.2K +764 +1%
SDIC
314
South Dakota Investment Council
South Dakota
$5.16M
NA
315
NewEdge Advisors
Louisiana
$5.11M -$118K -1,682 -2%
IFAM
316
Institutional & Family Asset Management
Colorado
$5.11M +$98.5K +1,415 +2%
AAM
317
Advisors Asset Management
Colorado
$5.07M +$393K +5,643 +8%
Lido Advisors
318
Lido Advisors
California
$5.06M +$140K +2,015 +3%
LFAS
319
Level Four Advisory Services
Texas
$5.04M -$629K -9,045 -11%
AWS
320
Atria Wealth Solutions
New York
$5.03M +$256K +3,682 +5%
AFG
321
Albion Financial Group
Utah
$5.02M -$55.2K -793 -1%
CA
322
Carson Advisory
Georgia
$4.99M -$79.7K -1,145 -2%
BRWA
323
B. Riley Wealth Advisors
Florida
$4.96M +$1.17M +16,777 +31%
WA
324
Waverly Advisors
Alabama
$4.95M +$302K +4,346 +7%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$4.93M +$34.8K +500 +0.7%