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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 %
PVI
926
Pine Valley Investments
New Jersey
$594K +$594K +7,986 New
CA
927
CSM Advisors
Pennsylvania
$593K
NRA
928
NSI Retail Advisors
Pennsylvania
$593K
MA
929
MJP Associates
Connecticut
$592K +$37.7K +542 +7%
XF
930
XML Financial
Maryland
$592K +$124K +1,781 +26%
PWSG
931
Pacific Wealth Strategies Group
California
$592K +$235K +3,374 +66%
NFG
932
Nations Financial Group
Iowa
$590K -$5.85K -84 -1%
AB
933
Atlas Brown
Kentucky
$589K +$3.69K +53 +0.6%
FNBT
934
FineMark National Bank & Trust
Florida
$589K +$29.6K +425 +5%
BC
935
Brookfield Corp
Ontario, Canada
$587K -$2.16M -31,089 -79%
BFG
936
Beacon Financial Group
Texas
$585K
WW
937
Waterfront Wealth
Kansas
$584K +$36.1K +519 +7%
SIA
938
Schechter Investment Advisors
Michigan
$583K +$41.4K +595 +8%
FCB
939
First Command Bank
Texas
$582K +$27.8K +400 +5%
FCFS
940
First Command Financial Services
Texas
$582K +$27.8K +400 +5%
MMM
941
Mendel Money Management
Illinois
$581K +$2.57K +37 +0.4%
ECM
942
Evergreen Capital Management
Washington
$581K +$270K +3,881 +87%
WWM
943
Wagner Wealth Management
South Carolina
$575K +$75.7K +1,088 +15%
AIC
944
Archer Investment Corporation
Indiana
$571K
VWA
945
V Wealth Advisors
Kansas
$570K -$34.3K -493 -6%
PWPS
946
Pinnacle Wealth Planning Services
Ohio
$569K +$64.4K +926 +13%
CWG
947
Cornerstone Wealth Group
North Carolina
$569K -$4.52K -65 -0.8%
CI
948
Conning Inc
Connecticut
$566K -$3.27K -47 -0.6%
AAS
949
Ameritas Advisory Services
Nebraska
$565K -$112K -1,575 -17%
CPIG
950
Chicago Partners Investment Group
Illinois
$562K +$133K +1,793 +31%