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 %
PWAM
1176
Pinnacle West Asset Management
Wyoming
$350K +$350K +5,025 New
AAIS
1177
ABN AMRO Investment Solutions
$349K +$349K +5,015 New
STC
1178
Sarah T. Connolly
$348K
CIA
1179
Cladis Investment Advisory
Montana
$348K
MF
1180
Meridian Financial
Massachusetts
$346K +$118K +1,695 +52%
LJAC
1181
L.J. Altfest & Co
New York
$346K +$557 +8 +0.2%
BCG
1182
Breakwater Capital Group
New Jersey
$345K +$8.7K +125 +3%
ANTB
1183
AMG National Trust Bank
Colorado
$344K +$69.6K +1,000 +25%
RPC
1184
Rossmore Private Capital
Connecticut
$344K +$29.1K +418 +9%
KWM
1185
Keebeck Wealth Management
Illinois
$343K -$91.8K -1,319 -21%
WA
1186
Wealthstar Advisors
Texas
$342K +$70 +1 +0%
CGH
1187
CMG Global Holdings
Texas
$341K +$1.53K +22 +0.5%
SFG
1188
SNS Financial Group
Minnesota
$341K -$12.6K -181 -4%
FWP
1189
FAS Wealth Partners
Kansas
$341K -$66.2K -952 -16%
CIC
1190
Cornercap Investment Counsel
Georgia
$340K -$158K -2,266 -32%
DWP
1191
Daymark Wealth Partners
Ohio
$339K +$60.8K +874 +22%
LIG
1192
Lokken Investment Group
Delaware
$339K +$11.6K +166 +4%
BIM
1193
Bridges Investment Management
Nebraska
$337K
CP
1194
Castleview Partners
Texas
$337K -$248K -3,571 -42%
PTP
1195
Platform Technology Partners
New York
$336K +$14.4K +207 +4%
Jones Financial Companies
1196
Jones Financial Companies
Missouri
$336K +$26K +374 +8%
BWA
1197
Beam Wealth Advisors
Louisiana
$335K -$1.11K -16 -0.3%
TWA
1198
TCI Wealth Advisors
Arizona
$335K +$70 +1 +0%
WP
1199
WealthShield Partners
North Carolina
$334K +$137K +1,967 +69%
PIMG
1200
Patriot Investment Management Group
Tennessee
$333K -$12.9K -186 -4%