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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 %
CI
1101
Carroll Investors
South Carolina
$396K
RMC
1102
Resources Management Corp
Connecticut
$395K -$11.8K -370 -3%
BBNA
1103
Bremer Bank National Association
Minnesota
$394K -$20.9K -300 -5%
RWI
1104
Red Wave Investments
Pennsylvania
$393K +$12.4K +178 +3%
AT
1105
Arden Trust
Delaware
$393K +$9.68K +139 +3%
RCM
1106
RB Capital Management
Nevada
$393K +$35.5K +510 +10%
KA
1107
Klingman & Associates
New York
$393K -$70 -1 -0%
Wealth Enhancement Advisory Services
1108
Wealth Enhancement Advisory Services
Minnesota
$393K -$4.36M -62,631 -92%
SIC
1109
Sigma Investment Counselors
Michigan
$392K +$43.3K +622 +12%
OAM
1110
Ostrum Asset Management
France
$392K +$392K +5,635 New
PI
1111
PFG Investments
New York
$391K +$391K +5,626 New
ORC
1112
O'Rourke & Company
Massachusetts
$390K +$347 +5 +0.1%
GWP
1113
Gateway Wealth Partners
Wisconsin
$389K -$34.5K -496 -8%
MSWM
1114
McGlone Suttner Wealth Management
Wisconsin
$389K +$31K +445 +9%
FAM
1115
Flaharty Asset Management
Florida
$386K
DLG
1116
Daniel L. Goodwin
$386K -$6.96K -100 -2%
PWMAG
1117
Pinnacle Wealth Management Advisory Group
New Jersey
$386K +$65.9K +947 +21%
KLCM
1118
KG&L Capital Management
Louisiana
$384K -$28.6K -411 -7%
EGWAG
1119
Elwood & Goetz Wealth Advisory Group
Georgia
$384K +$417 +6 +0.1%
KFP
1120
Keystone Financial Planning
Ohio
$383K
AFA
1121
American Financial Advisors
Georgia
$382K +$3.48K +50 +0.9%
OBGC
1122
O'Brien Greene & Co
Pennsylvania
$382K
WPW
1123
Waldron Private Wealth
Pennsylvania
$381K -$11.1K -159 -3%
FC
1124
Fusion Capital
South Carolina
$381K +$26.1K +375 +7%
9WM
1125
9258 Wealth Management
Ohio
$381K +$84.7K +1,218 +29%