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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 %
DT
751
Diversified Trust
Tennessee
$948K -$530K -7,617 -36%
UBV
752
United Bank (Virginia)
Virginia
$946K -$5.36K -77 -0.6%
NW
753
Naviter Wealth
Arkansas
$945K +$945K +13,576 New
BC
754
Burney Company
Virginia
$943K +$1.39K +20 +0.1%
BCV
755
Banque Cantonale Vaudoise
Switzerland
$941K
AWA
756
Arete Wealth Advisors
Illinois
$932K +$79.6K +1,143 +9%
KA
757
Kovack Advisors
Florida
$932K +$38.1K +547 +4%
CCB
758
Country Club Bank
Missouri
$931K +$57.3K +830 +7%
SG
759
Stonnington Group
California
$928K +$43.5K +600 +5%
GIM
760
Guardian Investment Management
California
$927K
BFC
761
Blue Fin Capital
Rhode Island
$926K -$22.6K -304 -2%
CI
762
Cigna Investments
Connecticut
$924K -$11.2K -161 -1%
VA
763
Valmark Advisers
Ohio
$920K +$188K +2,705 +26%
FMAEN1
764
Fund Management at Engine No 1
California
$919K +$84.8K +1,219 +10%
CAM
765
Columbia Asset Management
Michigan
$918K -$4.24K -61 -0.5%
SG Americas Securities
766
SG Americas Securities
New York
$908K -$11.1K -160 -1%
GC
767
Grimes & Company
Massachusetts
$904K -$2.92K -42 -0.3%
TCM
768
Twin Capital Management
Pennsylvania
$901K -$67K -963 -7%
WFS
769
Widmann Financial Services
Maryland
$901K +$20.5K +295 +2%
FMTCOCP
770
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$899K +$67.9K +975 +8%
FWM
771
ForthRight Wealth Management
Georgia
$894K +$23.6K +339 +3%
VAS
772
Vestmark Advisory Solutions
Massachusetts
$888K +$225K +3,240 +34%
IA
773
IFP Advisors
Florida
$885K -$1.28M -28,943 -59%
MCA
774
Magnolia Capital Advisors
Mississippi
$885K -$2.64K -38 -0.3%
MSA
775
Marino Stram & Associates
Massachusetts
$880K +$16.4K +235 +2%