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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 %
CCA
776
Checchi Capital Advisers
California
$876K -$2.99K -43 -0.3%
CWP
777
Concord Wealth Partners
Virginia
$873K +$420K +6,036 +93%
BFIC
778
Bedell Frazier Investment Counselling
California
$873K +$3.48K +50 +0.4%
GWANC
779
Guardian Wealth Advisors (North Carolina)
North Carolina
$873K -$417 -6 -0%
SA
780
SRH Advisors
Kansas
$871K
RCI
781
RS Crum Inc
California
$863K
CWS
782
Confluence Wealth Services
Pennsylvania
$863K +$20.5K +294 +2%
PWM
783
Palumbo Wealth Management
New York
$862K -$53.9K -774 -6%
AWM
784
Accurate Wealth Management
Florida
$860K +$43.6K +605 +5%
MS
785
Madden Securities
Texas
$847K -$224K -3,225 -21%
CI Investments Inc
786
CI Investments Inc
Ontario, Canada
$845K +$638K +9,174 +309%
CGL
787
Clarius Group LLC
Washington
$841K +$24.1K +347 +3%
AF
788
Advisornet Financial
Minnesota
$841K -$32.1K -462 -4%
Marshall Wace
789
Marshall Wace
United Kingdom
$838K -$105M -1,506,542 -99%
PMG
790
ProVise Management Group
Florida
$838K -$68.1K -979 -8%
GT
791
Glenview Trust
Kentucky
$837K +$40.9K +588 +5%
CCWM
792
Cassaday & Co Wealth Management
Virginia
$837K +$44.9K +646 +6%
AFC
793
AFT Forsyth & Company
Florida
$835K
CIC
794
Carnegie Investment Counsel
Ohio
$831K -$835 -12 -0.1%
SFP
795
Shepherd Financial Partners
Massachusetts
$831K
SM
796
Sciencast Management
New Jersey
$828K +$828K +11,279 New
VCM
797
Virtue Capital Management
Tennessee
$828K -$46.5K -640 -5%
GI
798
Gradient Investments
Minnesota
$826K -$84.9K -1,220 -9%
CL
799
Choreo LLC
Illinois
$822K +$225K +3,236 +38%
HSA
800
HBK Sorce Advisory
Pennsylvania
$819K -$865K -12,425 -51%