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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 %
VCP
901
Vista Capital Partners
Oregon
$630K +$29.9K +430 +5%
BJL
902
Brighton Jones LLC
Washington
$629K -$8.14K -117 -1%
FT
903
Fiduciary Trust
Massachusetts
$629K -$42.4K -609 -6%
SP
904
Successful Portfolios
Florida
$626K -$93K -1,336 -13%
HFBOT
905
Home Federal Bank of Tennessee
Tennessee
$626K -$17.4K -250 -3%
JWS
906
Juncture Wealth Strategies
Arizona
$624K -$224K -3,213 -26%
WOSD
907
WFA of San Diego
California
$623K
IIL
908
Insight Inv LLC
California
$623K +$2.78K +40 +0.4%
RB
909
Rodgers Brothers
Pennsylvania
$622K +$244K +3,500 +64%
WF
910
Welch & Forbes
Massachusetts
$621K -$27.5K -395 -4%
MCWS
911
McKinley Carter Wealth Services
West Virginia
$619K -$9.32K -134 -1%
GWSG
912
GPS Wealth Strategies Group
Colorado
$616K +$616K +8,854 New
AP
913
Americana Partners
Texas
$613K +$5.01K +72 +0.8%
BEI
914
Benjamin Edwards Inc
Missouri
$613K -$2.25M -32,293 -79%
CHA
915
Carmichael Hill & Associates
Maryland
$611K +$17.7K +255 +3%
FNBOSM
916
First National Bank of South Miami
Florida
$609K +$47K +676 +8%
AFG
917
Allegheny Financial Group
Pennsylvania
$608K +$696 +10 +0.1%
HCMG
918
Howard Capital Management Group
California
$605K
WFI
919
West Family Investments
California
$601K -$72.9K -1,047 -11%
JHCP
920
Jackson Hole Capital Partners
Oklahoma
$601K -$697 -10 -0.1%
WDG
921
Wealth Dimensions Group
Ohio
$600K +$56.6K +814 +10%
EWM
922
Evergreen Wealth Management
Michigan
$599K +$1.95K +28 +0.3%
AMC
923
Asset Management Corp
Illinois
$597K +$6.33K +91 +1%
WAC
924
William Allan Corp
Colorado
$595K +$5.57K +80 +0.9%
CTA
925
Colonial Trust Advisors
South Carolina
$594K +$183K +2,632 +45%