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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 %
TCM
326
Telos Capital Management
California
$4.92M +$258K +3,702 +6%
KHCM
327
Kettle Hill Capital Management
New York
$4.88M +$4.88M +70,169 New
SPC
328
Sigma Planning Corp
Michigan
$4.86M -$12.7K -182 -0.3%
PAM
329
Panagora Asset Management
Massachusetts
$4.8M -$1.08M -15,490 -18%
VPIM
330
Vanguard Personalized Indexing Management
California
$4.76M +$1.18M +16,945 +33%
PFS
331
Prospera Financial Services
Texas
$4.75M +$316K +4,534 +7%
AIM
332
Anchor Investment Management
South Carolina
$4.73M -$138K -1,983 -3%
GIM
333
Goelzer Investment Management
Indiana
$4.67M +$526K +7,558 +13%
SCM
334
Schnieders Capital Management
California
$4.63M -$506K -7,269 -10%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$4.62M -$8.38M -120,458 -64%
PMIA
336
Patrick Mauro Investment Advisor
Illinois
$4.57M +$1.12M +16,135 +33%
MC
337
Moors & Cabot
Massachusetts
$4.55M -$24.8K -356 -0.5%
FVWA
338
Foster Victor Wealth Advisors
South Carolina
$4.55M +$281K +4,038 +7%
AWA
339
Arkadios Wealth Advisors
Georgia
$4.54M +$160K +2,296 +4%
HWAM
340
Hennion & Walsh Asset Management
New Jersey
$4.54M +$648K +9,310 +17%
KBC Group
341
KBC Group
Belgium
$4.47M +$370K +5,311 +9%
CCM
342
Coldstream Capital Management
Washington
$4.44M +$83.2K +1,196 +2%
BCM
343
Birmingham Capital Management
Alabama
$4.4M
LMIM
344
Lockheed Martin Investment Management
Maryland
$4.4M
BA
345
Baugh & Associates
Georgia
$4.39M +$288K +4,066 +7%
BNP Paribas Asset Management
346
BNP Paribas Asset Management
France
$4.37M -$108K -1,553 -2%
EA
347
Ellsworth Advisors
Ohio
$4.33M +$312K +4,483 +8%
SWA
348
Stratos Wealth Advisors
Ohio
$4.31M +$3.2K +46 +0.1%
GT
349
Glenmede Trust
Pennsylvania
$4.31M -$221K -3,177 -5%
CMP
350
Coston McIsaac & Partners
Maine
$4.3M +$276K +3,972 +7%