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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 %
HAG
651
HF Advisory Group
Maryland
$1.26M +$259K +3,716 +26%
TBNY
652
Trustco Bank (New York)
New York
$1.24M
DAM
653
Delta Asset Management
Tennessee
$1.24M -$11.5K -165 -0.9%
BFA
654
Benedict Financial Advisors
Georgia
$1.24M +$56.2K +808 +5%
CA
655
Cullinan Associates
Kentucky
$1.23M +$17.4K +250 +1%
WA
656
Wealth Alliance
New York
$1.23M +$50.9K +732 +4%
CPC
657
Consolidated Planning Corp
Georgia
$1.21M -$4.38K -63 -0.4%
AC
658
Abbrea Capital
California
$1.21M +$17.1K +245 +1%
BA
659
Bristlecone Advisors
Washington
$1.2M -$3.9K -56 -0.3%
GAM
660
Griffin Asset Management
New York
$1.2M +$12.5K +180 +1%
CPRC
661
Consolidated Portfolio Review Corp
New York
$1.2M +$1.2M +17,245 New
BCA
662
Bay Colony Advisors
Massachusetts
$1.19M +$104K +1,513 +10%
EWM
663
Evercore Wealth Management
New York
$1.19M +$135K +1,946 +13%
BFS
664
Bard Financial Services
Connecticut
$1.19M -$417K -6,000 -26%
IIA
665
ICW Investment Advisors
Arizona
$1.19M +$41.7K +599 +4%
BAMF
666
BI Asset Management Fondsmaeglerselskab
Denmark
$1.19M -$9.05K -130 -0.8%
NSEDCP
667
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M
EP
668
Edgestream Partners
New Jersey
$1.18M -$2.02M -29,085 -63%
CM
669
Columbus Macro
Pennsylvania
$1.18M +$12K +170 +1%
CG
670
Colony Group
Massachusetts
$1.17M -$483K -6,936 -29%
CSIC
671
Clifford Swan Investment Counsel
California
$1.17M -$696 -10 -0.1%
MOS
672
MGO One Seven
Ohio
$1.17M +$64.7K +930 +6%
HBT
673
Hills Bank & Trust
Iowa
$1.17M
EH
674
Equitable Holdings
New York
$1.17M +$514K +7,393 +78%
MG
675
Mather Group
Illinois
$1.17M +$113K +1,618 +11%