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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 %
FOFP
1076
Fee-Only Financial Planning
South Carolina
$428K
PFG
1077
Prosperity Financial Group
California
$426K +$348 +5 +0.1%
DI
1078
Diligent Investors
California
$426K +$26.4K +380 +7%
KFA
1079
Kapstone Financial Advisors
Ohio
$425K
BBNB
1080
Baker Boyer National Bank
Washington
$423K
IEFM
1081
IQ EQ Fund Management
Ireland
$421K
PJSIMP
1082
P.J. Schmidt Investment Management (PJS)
Wisconsin
$420K +$11.8K +160 +3%
CWM
1083
Cranbrook Wealth Management
Michigan
$420K +$52.9K +760 +14%
SC
1084
Scotia Capital
Ontario, Canada
$420K -$44.5K -639 -10%
FAM
1085
Formidable Asset Management
Ohio
$419K
AG
1086
AIA Group
Hong Kong
$418K -$80.2K -1,152 -16%
CCFCSB
1087
Cape Cod Five Cents Savings Bank
Massachusetts
$418K -$102K -1,460 -20%
GP
1088
Girard Partners
Pennsylvania
$418K -$43.7K -628 -9%
SC
1089
Schulhoff & Co
Ohio
$417K
DA
1090
Doliver Advisors
Texas
$417K +$139K +2,000 +50%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$416K +$181K +2,600 +77%
GC
1092
Gratus Capital
Georgia
$414K +$10.2K +147 +3%
AWM
1093
Abound Wealth Management
Tennessee
$410K +$2.92K +42 +0.7%
KC
1094
Kingfisher Capital
North Carolina
$408K +$2.02K +29 +0.5%
BAM
1095
BOS Asset Management
Illinois
$408K
KOC
1096
Koss-Olinger Consulting
Florida
$401K +$146K +2,091 +57%
FFM
1097
Forum Financial Management
Illinois
$400K -$4.11K -59 -1%
SL
1098
Salomon & Ludwin
Virginia
$398K
GIM
1099
Greylin Investment Management
Virginia
$398K +$398K +5,725 New
PG
1100
Patten Group
Tennessee
$398K