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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 %
PAM
976
Peninsula Asset Management
Florida
$521K
DWT
977
Dorsey & Whitney Trust
South Dakota
$521K +$94.6K +1,360 +22%
ACM
978
Advisors Capital Management
New Jersey
$521K +$74.2K +1,067 +17%
IFU
979
iSAM Funds (UK)
United Kingdom
$521K +$521K +7,485 New
LBC
980
Lowe Brockenbrough & Co
Virginia
$521K +$27.9K +401 +6%
SL
981
Summitry LLC
California
$518K
LIM
982
Lathrop Investment Management
Arkansas
$518K
FCP
983
Fidelis Capital Partners
Florida
$518K +$235K +3,135 +83%
TCOT
984
Trust Company of Toledo
Ohio
$516K -$25.7K -370 -5%
NAG
985
Northstar Advisory Group
New Jersey
$516K +$10.4K +149 +2%
MFC
986
Mechanics Financial Corp
Ohio
$513K -$51.6K -742 -9%
WHC
987
Wulff, Hansen & Co
California
$512K
PFWA
988
Paces Ferry Wealth Advisors
Georgia
$512K +$315K +4,523 +159%
CAM
989
Cresset Asset Management
Illinois
$512K -$327K -4,699 -39%
LWP
990
Lumature Wealth Partners
Georgia
$511K
EWA
991
Exencial Wealth Advisors
Oklahoma
$511K +$21.5K +309 +4%
CIA
992
Cohen Investment Advisors
New Hampshire
$510K +$13.8K +199 +3%
FHA
993
Flagship Harbor Advisors
Massachusetts
$508K +$78.3K +1,126 +18%
TWM
994
Tradition Wealth Management
Minnesota
$508K +$1.53K +22 +0.3%
BIA
995
Beacon Investment Advisors
Maryland
$507K +$28.8K +414 +6%
DI
996
DFPG Investments
Utah
$507K -$4.87K -70 -1%
UCMOK
997
United Capital Management of KS
Kansas
$505K +$1.74K +25 +0.3%
MSAM
998
Moloney Securities Asset Management
Missouri
$503K +$3.41K +49 +0.7%
EW
999
Element Wealth
Mississippi
$502K -$24.8K -356 -5%
PA
1000
PSI Advisors
Florida
$501K