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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 %
BFG
1051
Berger Financial Group
Minnesota
$450K -$4.31K -62 -0.9%
RB
1052
Renasant Bank
Mississippi
$449K +$2.3K +33 +0.5%
BPC
1053
Banque Pictet & Cie
Switzerland
$446K -$319K -4,589 -42%
CWM
1054
Cornerstone Wealth Management
Missouri
$446K +$446K +6,403 New
KCFA
1055
Key Client Fiduciary Advisors
New Jersey
$444K +$48.9K +703 +12%
TFS
1056
Thoroughbred Financial Services
Tennessee
$443K -$1.25K -18 -0.3%
MBT
1057
Montecito Bank & Trust
California
$443K -$154K -2,218 -26%
STA
1058
Summit Trail Advisors
New York
$442K +$1.53K +22 +0.3%
BBA
1059
BLB&B Advisors
Pennsylvania
$441K -$6.47K -93 -1%
MFWP
1060
Mosaic Family Wealth Partners
Missouri
$440K -$35.9K -516 -8%
TC
1061
Telemus Capital
Michigan
$439K -$65.4K -940 -13%
NCM
1062
Novare Capital Management
North Carolina
$439K -$18.7K -269 -4%
SDAM
1063
Shulman DeMeo Asset Management
New York
$439K -$2.71K -39 -0.6%
NAM
1064
NorthCrest Asset Manangement
Minnesota
$438K +$438K +6,292 New
AF
1065
Aldebaran Financial
$438K -$12.2K -175 -3%
CA
1066
Continuum Advisory
Idaho
$436K +$2.02K +29 +0.5%
CAM
1067
Congress Asset Management
Massachusetts
$436K -$409K -5,875 -48%
VFP
1068
Verus Financial Partners
Virginia
$434K
BWS
1069
BCR Wealth Strategies
Alabama
$434K +$695 +10 +0.2%
CT
1070
Cambridge Trust
Massachusetts
$431K -$186K -2,670 -30%
AP
1071
Appleton Partners
Massachusetts
$431K +$35K +502 +9%
WHG
1072
Westwood Holdings Group
Texas
$431K +$431K +6,191 New
MHIC
1073
Marble Harbor Investment Counsel
Massachusetts
$431K
SFB
1074
STAR Financial Bank
Indiana
$429K +$2.09K +30 +0.5%
MA
1075
MKT Advisors
California
$428K -$39.3K -549 -8%