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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 %
KIG
951
Kennedy Investment Group
New Jersey
$562K +$67.4K +968 +14%
GCM
952
Gables Capital Management
Florida
$559K
AIP
953
Ahrens Investment Partners
Louisiana
$558K +$626 +9 +0.1%
KFP
954
KMG Fiduciary Partners
Ohio
$557K +$1.04K +15 +0.2%
SAM
955
Silvercrest Asset Management
New York
$555K
BIM
956
Baldwin Investment Management
Pennsylvania
$555K +$118K +1,700 +27%
BWP
957
Baldwin Wealth Partners
Massachusetts
$553K
BST
958
Bath Savings Trust
Maine
$552K +$35.6K +511 +7%
ESB
959
Essex Savings Bank
Connecticut
$551K +$3.48K +50 +0.6%
RIA
960
Richwood Investment Advisors
Ohio
$548K
OIA
961
Optimum Investment Advisors
Illinois
$545K
TCMP
962
Thrive Capital Management (Pennsylvania)
Pennsylvania
$541K +$9.39K +136 +2%
CBT
963
CoreFirst Bank & Trust
Kansas
$541K
WAL
964
W Advisors LLC
Tennessee
$538K -$7.31K -105 -1%
WPC
965
Wedmont Private Capital
Pennsylvania
$532K +$131K +1,821 +33%
BIAS
966
Beacon Investment Advisory Services
New Jersey
$531K +$209 +3 +0%
ICA
967
Infrastructure Capital Advisors
New York
$531K +$531K +7,635 New
JSL
968
JT Stratford LLC
Georgia
$531K +$156K +2,235 +41%
MAM
969
McLean Asset Management
Virginia
$530K -$5.36K -77 -1%
BL
970
Balentine LLC
Georgia
$530K -$463K -6,650 -47%
CC
971
Chicago Capital
Illinois
$529K +$92.8K +1,333 +21%
CA
972
Clearstead Advisors
Ohio
$527K +$49.1K +706 +10%
SIM
973
Sentry Investment Management
Wisconsin
$524K +$124K +1,786 +31%
FCM
974
Firestone Capital Management
Florida
$524K -$13.6K -195 -3%
PCMF
975
Private Capital Management (Florida)
Florida
$522K +$244K +3,500 +88%