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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 %
KA
551
Keene & Associates
Texas
$1.73M +$17.7K +255 +1%
BBHC
552
Brown Brothers Harriman & Co
New York
$1.72M -$24K -345 -1%
CNBTD
553
Citizens National Bank Trust Department
Mississippi
$1.72M
MA
554
Mutual Advisors
Nebraska
$1.72M +$221K +3,180 +15%
1IA
555
1834 Investment Advisors
Wisconsin
$1.72M +$80.4K +1,156 +5%
SLI
556
Sumitomo Life Insurance
Japan
$1.71M -$12.7K -182 -0.7%
WANY
557
Wealthspire Advisors (New York)
New York
$1.7M -$42.9K -616 -2%
SC
558
Stolper & Co
Oklahoma
$1.69M +$28.3K +407 +2%
PFSC
559
Peoples Financial Services Corp
Pennsylvania
$1.66M -$41.7K -600 -2%
QCM
560
Quantinno Capital Management
New York
$1.66M +$145K +2,080 +10%
ECA
561
Elevated Capital Advisors
Utah
$1.66M +$53K +761 +3%
PAS
562
Park Avenue Securities
New York
$1.65M -$64.2K -923 -4%
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$1.64M -$1.04K -15 -0.1%
UCB
564
United Community Bank
South Carolina
$1.64M +$27.8K +400 +2%
HIC
565
Holderness Investments Company
North Carolina
$1.62M -$17.4K -250 -1%
Los Angeles Capital Management
566
Los Angeles Capital Management
California
$1.61M -$739K -10,616 -31%
KWM
567
Kingsview Wealth Management
Oregon
$1.61M -$8.53M -122,586 -84%
PTC
568
Private Trust Company
Ohio
$1.61M +$98.2K +1,411 +7%
SAM
569
Shell Asset Management
Netherlands
$1.59M
FM
570
Family Management
New York
$1.59M +$1.59M +22,817 New
FTDI
571
First Trust Direct Indexing
Massachusetts
$1.58M +$86.5K +1,243 +6%
LTAS
572
Linden Thomas Advisory Services
North Carolina
$1.58M +$169K +2,423 +12%
ZIC
573
ZWJ Investment Counsel
Georgia
$1.57M +$5.91K +85 +0.4%
CPSAC
574
Chas P. Smith & Associates (CPS)
Florida
$1.57M +$844K +12,134 +116%
MFG
575
Monte Financial Group
Connecticut
$1.56M