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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 %
VWMG
351
Virginia Wealth Management Group
Virginia
$4.3M +$73.1K +1,050 +2%
SA
352
Shilanski & Associates
Alaska
$4.27M +$92.8K +1,298 +2%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$4.26M +$505K +7,253 +13%
CBTWT
354
Community Bank & Trust (Waco, Texas)
Texas
$4.25M -$13.8K -199 -0.3%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$4.22M -$496K -7,122 -11%
SFI
356
Siemens Fonds Invest
Germany
$4.2M -$8.56K -123 -0.2%
MA
357
Montag & Associates
Georgia
$4.17M +$190K +2,726 +5%
BCCM
358
Bridge Creek Capital Management
Massachusetts
$4.16M +$75.6K +1,086 +2%
CHC
359
City Holding Co
West Virginia
$4.12M +$200K +2,880 +5%
SPIA
360
Steward Partners Investment Advisory
New York
$4.1M -$12.5K -179 -0.3%
PFO
361
Pathstone Family Office
New Jersey
$4.1M -$6.86M -100,949 -63%
HPG
362
Harvest Portfolios Group
Ontario, Canada
$4.1M +$296K +4,259 +8%
FIA
363
Foundations Investment Advisors
Arizona
$4.07M +$928K +13,332 +30%
PFA
364
Pathway Financial Advisers
Indiana
$4.05M +$90.9K +1,307 +2%
SWP
365
Stratos Wealth Partners
Ohio
$4.05M -$412K -5,917 -9%
NB
366
Norinchukin Bank
Japan
$4.04M +$148K +2,130 +4%
MMPW
367
Mitchell McLeod Pugh & Williams
Alabama
$3.96M +$19K +273 +0.5%
ClearBridge Investments
368
ClearBridge Investments
New York
$3.96M -$372K -5,350 -9%
BCM
369
Brookstone Capital Management
Illinois
$3.94M +$715K +9,885 +22%
GWMIA
370
Global Wealth Management Investment Advisory
Florida
$3.91M +$168K +2,419 +5%
IC
371
IEQ Capital
California
$3.89M +$662K +9,516 +21%
SB
372
Simmons Bank
Arkansas
$3.88M +$50.9K +731 +1%
CWP
373
Cyndeo Wealth Partners
Florida
$3.88M +$3.64M +52,309 +1,515%
IIM
374
INTECH Investment Management
Florida
$3.88M -$140K -2,007 -3%
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$3.87M +$788K +11,320 +26%