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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 %
AIA
451
Armor Investment Advisors
North Carolina
$2.65M -$78.3K -1,125 -3%
RIL
452
Rothschild Investment LLC
Illinois
$2.64M -$4.18K -60 -0.2%
FLI
453
Family Legacy Inc
South Carolina
$2.62M +$34.8K +500 +1%
TF
454
TIAA FSB
Florida
$2.6M -$150K -2,160 -5%
DZ Bank
455
DZ Bank
Germany
$2.58M +$39.1K +561 +2%
SCA
456
Snowden Capital Advisors
New York
$2.57M +$104K +1,496 +4%
VIM
457
Vinva Investment Management
Australia
$2.56M +$2.56M +37,053 New
BFO
458
Biltmore Family Office
North Carolina
$2.54M +$1.32M +19,015 +109%
PGFC
459
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$27.4K +397 +1%
Brown Advisory
460
Brown Advisory
Maryland
$2.52M -$26.2K -376 -1%
B
461
Bailard
California
$2.51M -$18.4K -265 -0.7%
DE
462
Day & Ennis
Georgia
$2.51M -$10.5K -151 -0.4%
LS
463
Leelyn Smith
Illinois
$2.5M +$70.3K +1,010 +3%
V
464
Veritable
Delaware
$2.49M -$642K -9,226 -20%
MFG
465
Merit Financial Group
Georgia
$2.48M -$51.1K -735 -2%
ACM
466
Argyle Capital Management
Pennsylvania
$2.48M
AIP
467
Ameritas Investment Partners
Nebraska
$2.47M +$112K +1,604 +5%
KPWS
468
Kestra Private Wealth Services
Texas
$2.46M +$74.1K +1,065 +3%
UBG
469
United Bank (Georgia)
Georgia
$2.42M +$1.6K +23 +0.1%
BTI
470
Blue Trust Inc
Georgia
$2.4M +$394K +5,519 +20%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$2.38M +$6.89K +99 +0.3%
MGP
472
Metis Global Partners
California
$2.37M +$800K +11,491 +51%
BF
473
BOK Financial
Oklahoma
$2.36M -$2.17M -31,155 -48%
EFS
474
Essex Financial Services
Connecticut
$2.35M -$4.18K -60 -0.2%
HKIM
475
Hayek Kallen Investment Management
Alabama
$2.33M -$66K -949 -3%