SO icon

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 %
SB
576
Strategic Blueprint
Georgia
$1.55M +$129K +1,855 +9%
CFA
577
CWS Financial Advisors
Michigan
$1.55M -$33.2K -477 -2%
AMBIA
578
Allen Mooney & Barnes Investment Advisors
Georgia
$1.55M -$20.2K -290 -1%
LB
579
Leo Brokerage
Texas
$1.54M +$1.54M +22,205 New
AWP
580
Ascent Wealth Partners
New York
$1.54M +$53.2K +764 +4%
CB
581
Centennial Bank
Arkansas
$1.54M -$274K -3,945 -15%
GVAG
582
Great Valley Advisor Group
Delaware
$1.54M +$773K +11,114 +101%
TCOV
583
Trust Company of Vermont
Vermont
$1.54M +$39.9K +573 +3%
ONST
584
Old North State Trust
North Carolina
$1.53M
SW
585
SVB Wealth
Massachusetts
$1.52M +$48.2K +692 +3%
EARNEST Partners
586
EARNEST Partners
Georgia
$1.52M
JWBC
587
J.W. Burns & Co
New York
$1.52M -$8.84K -127 -0.6%
PSC
588
Portman Square Capital
United Kingdom
$1.52M +$1.52M +21,802 New
CK
589
Cohen Klingenstein
New York
$1.52M
ADL
590
Asset Dedication LLC
California
$1.52M +$97.9K +1,408 +7%
MJRIC
591
Mogy Joel R Investment Counsel
California
$1.51M +$3.48K +50 +0.2%
AIMCA
592
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.51M -$11.5M -165,519 -88%
HCA
593
Harbor Capital Advisors
Illinois
$1.51M +$1.51M +21,640 New
CA
594
Claro Advisors
Massachusetts
$1.49M +$57.2K +822 +4%
TRCT
595
Tower Research Capital (TRC)
New York
$1.48M -$283K -4,069 -16%
OHWP
596
Oak Harbor Wealth Partners
North Carolina
$1.47M -$18.1K -260 -1%
SAA
597
Southeast Asset Advisors
Georgia
$1.47M -$33.8K -486 -2%
Robeco Institutional Asset Management
598
Robeco Institutional Asset Management
Netherlands
$1.47M -$10.8M -155,024 -88%
SFG
599
SevenBridge Financial Group
Pennsylvania
$1.46M -$3.69K -53 -0.3%
SMC
600
Smith, Moore & Co
Missouri
$1.46M +$16.2K +233 +1%