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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 %
FUBT
726
First United Bank & Trust
Maryland
$1.01M +$37.4K +537 +4%
TW
727
TrinityPoint Wealth
Connecticut
$1.01M -$71.2K -1,023 -7%
WG
728
Winton Group
United Kingdom
$1.01M -$763K -10,966 -43%
BCP
729
Berkeley Capital Partners
Georgia
$1.01M +$33.7K +485 +3%
FCA
730
FinTrust Capital Advisors
South Carolina
$1.01M
SAM
731
SignalPoint Asset Management
Missouri
$1.01M +$139 +2 +0%
MAS
732
Meeder Advisory Services
Ohio
$999K -$141K -2,033 -12%
NC
733
NovaPoint Capital
Georgia
$996K +$232K +3,328 +30%
TT
734
TI-Trust
Illinois
$989K
CCG
735
Chatham Capital Group
Georgia
$988K
EWA
736
EverSource Wealth Advisors
Alabama
$983K -$27.7K -398 -3%
WLIM
737
White Lighthouse Investment Management
Massachusetts
$981K
GWM
738
GSB Wealth Management
Connecticut
$975K -$516K -7,418 -35%
MCM
739
McMillion Capital Management
North Carolina
$972K -$69.6K -1,000 -7%
PWM
740
Perigon Wealth Management
California
$969K +$36.4K +523 +4%
IAN
741
Integrated Advisors Network
Texas
$961K +$107K +1,538 +13%
RAG
742
RIA Advisory Group
Iowa
$955K -$10.2K -146 -1%
RDWM
743
Red Door Wealth Management
Tennessee
$955K -$245K -3,514 -20%
EFMC
744
Empire Financial Management Company
New York
$951K +$951K +13,667 New
Lazard Asset Management
745
Lazard Asset Management
New York
$950K -$32.9K -474 -3%
RFN
746
RDA Financial Network
Iowa
$950K +$32.2K +463 +4%
MIM
747
Marco Investment Management
Georgia
$949K +$13.8K +199 +1%
JIP
748
Jaffetilchin Investment Partners
Florida
$948K -$73.8K -1,061 -7%
RIA
749
Realta Investment Advisors
Delaware
$948K -$12.2K -175 -1%
KMWM
750
Keudell/Morrison Wealth Management
Oregon
$948K -$37.5K -539 -4%