SO icon

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 %
RW
1151
REDW Wealth
New Mexico
$364K
AWE
1152
Avidian Wealth Enterprises
Texas
$364K +$23.7K +341 +7%
IC
1153
Inscription Capital
Texas
$364K
DIP
1154
Davis Investment Partners
North Carolina
$363K
CIM
1155
CIM Investment Management
Pennsylvania
$363K +$363K +5,214 New
MHR
1156
Matthew Hamilton Rosenberg
$363K -$4.45K -64 -1%
AA
1157
Auxano Advisors
Washington
$362K
RIS
1158
Retirement Income Solutions
Michigan
$361K +$139K +2,000 +63%
PFM
1159
Parsec Financial Management
North Carolina
$361K
EIA
1160
Eastover Investment Advisors
North Carolina
$361K
AWG
1161
Altus Wealth Group
Colorado
$360K +$278 +4 +0.1%
SMF
1162
Sterling Manor Financial
New York
$358K
KCM
1163
KRS Capital Management
Michigan
$358K +$417 +6 +0.1%
TTWM
1164
TCV Trust & Wealth Management
Virginia
$357K -$514K -7,390 -59%
HIC
1165
Hartline Investment Corp
Illinois
$357K
CAM
1166
Campion Asset Management
Virginia
$356K
GLA
1167
Great Lakes Advisors
Illinois
$355K -$122K -1,755 -26%
CCB
1168
Cutter & Co Brokerage
Missouri
$355K +$1.46K +21 +0.4%
BWG
1169
Beta Wealth Group
California
$355K +$20.9K +300 +6%
PWM
1170
PBMares Wealth Management
Virginia
$355K
TA
1171
TruWealth Advisors
Louisiana
$353K +$94.1K +1,353 +36%
AMR
1172
Asset Management Resources
Massachusetts
$353K +$353K +5,069 New
MPI
1173
Mairs & Power Inc
Minnesota
$352K +$109K +1,560 +45%
SWA
1174
SFMG Wealth Advisors
Texas
$351K +$18.7K +269 +6%
WA
1175
WealthTrust Axiom
Pennsylvania
$351K