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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 %
HPC
801
HM Payson & Co
Maine
$812K -$35.8K -515 -4%
LG
802
LaFleur & Godfrey
Michigan
$811K +$557 +8 +0.1%
LWAM
803
Legacy Wealth Asset Management
Minnesota
$807K +$905 +13 +0.1%
PT
804
Plimoth Trust
Massachusetts
$805K -$13.9K -200 -2%
CT
805
Chicago Trust
Illinois
$805K -$27.8K -400 -3%
CT
806
Clearstead Trust
Maine
$804K +$3.48K +50 +0.4%
CPA
807
Court Place Advisors
Maryland
$804K -$83.5K -1,200 -9%
MAM
808
Mastrapasqua Asset Management
Tennessee
$803K +$803K +11,540 New
BG
809
Bahl & Gaynor
Ohio
$801K -$379K -5,445 -32%
IB
810
Intrust Bank
Kansas
$800K +$74.1K +1,065 +10%
NIM
811
Nicollet Investment Management
Minnesota
$797K
LWP
812
LMG Wealth Partners
Louisiana
$797K +$564K +8,111 +243%
APP
813
Avantax Planning Partners
Iowa
$791K +$209 +3 +0%
SGI
814
Summit Global Investments
Utah
$789K -$1.05M -15,109 -57%
V
815
ViaWealth
Kansas
$788K
AWM
816
Aberdeen Wealth Management
Illinois
$787K -$17K -245 -2%
CFAM
817
Center For Asset Management
Florida
$783K +$11.5K +165 +1%
LOIP
818
Live Oak Investment Partners
Texas
$778K -$774K
NL
819
NWAM LLC
Washington
$778K -$14.1K -203 -2%
SWM
820
Silverlake Wealth Management
Vermont
$778K +$9.46K +136 +1%
FA
821
FDx Advisors
Illinois
$776K
FTC
822
Farmers Trust Company
Ohio
$776K -$1.53K -22 -0.2%
ACM
823
Allred Capital Management
Texas
$775K +$18K +259 +2%
CW
824
Connectus Wealth
Ohio
$773K +$88.7K +1,274 +13%
VFA
825
Valeo Financial Advisors
Indiana
$772K +$19.3K +278 +3%