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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 %
PSP
1001
Principal Street Partners
Tennessee
$498K -$1.74K -25 -0.3%
DJYG
1002
David J. Yvars Group
Florida
$496K +$7.31K +105 +1%
HTC
1003
Haverford Trust Company
Pennsylvania
$496K +$40.6K +584 +9%
AAG
1004
Armstrong Advisory Group
Massachusetts
$494K +$20.9K +300 +4%
SL
1005
Sentry LLC
Tennessee
$493K +$493K +7,091 New
WDC
1006
Woodward Diversified Capital
California
$493K +$3.55K +51 +0.7%
PL
1007
Perpetual Ltd
Australia
$493K +$493K +7,084 New
SAM
1008
Summit Asset Management
Tennessee
$492K +$1.25K +18 +0.3%
CAM
1009
Cozad Asset Management
Illinois
$491K +$974 +14 +0.2%
MIM
1010
Moseley Investment Management
Florida
$490K +$21.6K +311 +5%
P
1011
&Partners
Tennessee
$489K -$4.66K -67 -0.9%
VHAM
1012
Van Hulzen Asset Management
California
$489K +$26.1K +375 +6%
HI
1013
Horizon Investments
North Carolina
$489K -$166K -2,405 -25%
CAMV
1014
Concord Asset Management (Virginia)
Virginia
$487K +$487K +7,003 New
DFG
1015
Delta Financial Group
New Jersey
$487K +$18.1K +261 +4%
1IA
1016
1620 Investment Advisors
Massachusetts
$484K +$1.46K +21 +0.3%
ACI
1017
Alpha Cubed Investments
California
$484K -$43.4K -623 -8%
CI
1018
CX Institutional
Indiana
$481K +$56.8K +821 +13%
WAAG
1019
Wealth Alliance Advisory Group
Kansas
$481K
XWM
1020
Xcel Wealth Management
Florida
$480K +$43.5K +625 +10%
CCFM
1021
Clear Creek Financial Management
Washington
$480K +$35.2K +506 +8%
BHWM
1022
Bar Harbor Wealth Management
New Hampshire
$480K -$29.4K -422 -6%
MAA
1023
Mraz Amerine & Associates
California
$479K
BFW
1024
Brady Family Wealth
Missouri
$479K
SP
1025
Symmetry Partners
Connecticut
$477K -$995K -14,308 -68%