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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 %
SJIM
876
St. Johns Investment Management
Florida
$677K -$11K -158 -2%
SF
877
Symphony Financial
Texas
$674K -$42.8K -620 -6%
LW
878
Linscomb Wealth
Texas
$673K -$39.6K -569 -6%
FDS
879
First Dallas Securities
Texas
$671K -$38.7K -556 -5%
RFS
880
Retirement Financial Solutions
Tennessee
$671K +$522K +7,509 +352%
SW
881
Simplicity Wealth
New Jersey
$671K -$1.39K -20 -0.2%
FHB
882
First Hawaiian Bank
Hawaii
$670K +$2.16K +31 +0.3%
CIA
883
Cape Investment Advisory
Georgia
$663K +$663K +9,532 New
WI
884
Wintrust Investments
Illinois
$662K +$341K +4,908 +106%
BWP
885
Balboa Wealth Partners
Arizona
$662K +$2.64K +38 +0.4%
BMC
886
Benin Management Corp
Connecticut
$658K
NP
887
NorthRock Partners
Minnesota
$656K -$24.9K -358 -4%
CFG
888
Cooper Financial Group
California
$654K -$99.2K -1,425 -13%
PA
889
PFG Advisors
Arizona
$654K +$179K +2,575 +38%
BAM
890
Blueshift Asset Management
New Jersey
$653K +$653K +9,390 New
EP
891
Eudaimonia Partners
Tennessee
$653K -$113K -1,619 -15%
AWA
892
Acorn Wealth Advisors
Michigan
$650K +$5.91K +85 +0.9%
PA
893
Parallel Advisors
California
$645K +$156K +2,240 +32%
BHBT
894
Burke & Herbert Bank & Trust
Virginia
$644K -$18.8K -270 -3%
BFS
895
Bradley Foster & Sargent
Connecticut
$644K +$22.6K +325 +4%
RGC
896
Roberts, Glore & Co
Illinois
$641K -$6.96K -100 -1%
MHS
897
M Holdings Securities
Oregon
$641K -$1.04K -15 -0.2%
GC
898
Gilbert & Cook
Iowa
$636K +$8.63K +124 +1%
ES
899
Eagle Strategies
New York
$634K +$209 +3 +0%
WTFG
900
Wells Trecaso Financial Group
Ohio
$630K