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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 %
BAM
1251
Byrne Asset Management
New Jersey
$311K -$9.66K -139 -3%
WJWM
1252
Williams Jones Wealth Management
New York
$311K -$32.6K -469 -10%
FMP
1253
Financial Management Professionals
Texas
$310K +$15.5K +222 +5%
CWM
1254
Chesapeake Wealth Management
Virginia
$309K -$15.7K -225 -5%
RRA
1255
Round Rock Advisors
Connecticut
$309K
MWM
1256
Mission Wealth Management
California
$308K +$26.4K +379 +9%
IHL
1257
Investment House LLC
California
$307K +$209 +3 +0.1%
MA
1258
MBA Advisors
Pennsylvania
$307K
JLBC
1259
J.L. Bainbridge & Co
Florida
$307K -$58.7K -844 -16%
CA
1260
Cornerstone Advisory
Maryland
$306K -$8K -115 -3%
TC
1261
TownSquare Capital
Utah
$305K +$54.3K +781 +22%
RCAG
1262
Rehmann Capital Advisory Group
Michigan
$304K +$6.33K +91 +2%
ST
1263
Sabal Trust
Florida
$303K +$24.8K +357 +9%
KC
1264
Kenfarb & Co
Kentucky
$302K
H
1265
HoyleCohen
California
$300K -$5.57K -80 -2%
AFP
1266
Ausdal Financial Partners
Iowa
$300K -$107K -1,538 -26%
LWCFA
1267
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K +$209 +3 +0.1%
TSS
1268
Thomas Story & Son
Indiana
$299K
ACP
1269
Aviance Capital Partners
Florida
$297K -$3.27K -47 -1%
PB
1270
Pinnacle Bancorp
Nebraska
$296K
1SB
1271
1ST Source Bank
Indiana
$295K +$1.74K +25 +0.6%
SMA
1272
Sage Mountain Advisors
Georgia
$294K +$294K +4,223 New
RCM
1273
Radnor Capital Management
Pennsylvania
$292K
CTB
1274
Country Trust Bank
Illinois
$290K -$279K -4,015 -49%
TIM
1275
Thompson Investment Management
Wisconsin
$290K +$1.11K +16 +0.4%