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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 %
BOPW
1276
Brandywine Oak Private Wealth
Pennsylvania
$290K
OMC
1277
Old Mission Capital
Illinois
$289K -$19.8K -284 -6%
NF
1278
Norwood Financial
Pennsylvania
$289K
AA
1279
Advisory Alpha
Michigan
$288K +$23.3K +335 +9%
SW
1280
SteelPeak Wealth
California
$288K
MWM
1281
Modera Wealth Management
New Jersey
$287K -$55.2K -794 -16%
IAM
1282
Innovis Asset Management
Illinois
$287K +$14.6K +210 +5%
AG
1283
Appleton Group
Wisconsin
$286K +$286K +4,117 New
NAS
1284
Nicolet Advisory Services
Wisconsin
$286K +$15.3K +211 +6%
BFA
1285
Bill Few Associates
Pennsylvania
$285K
LCM
1286
LCM Capital Management
Illinois
$284K
PFT
1287
Providence First Trust
Arizona
$284K
EHWM
1288
Eads & Heald Wealth Management
Georgia
$284K
WT
1289
Washington Trust
Rhode Island
$284K
PCP
1290
Proficio Capital Partners
Massachusetts
$283K +$23.2K +333 +9%
WCAMG
1291
Woodard & Company Asset Management Group
North Carolina
$283K +$27.8K +400 +11%
CFO
1292
Callan Family Office
Pennsylvania
$283K +$283K +4,065 New
WMA
1293
Wealth Management Associates
New Jersey
$282K +$56.4K +810 +25%
PIM
1294
Penobscot Investment Management
Massachusetts
$282K
FMWA
1295
Forvis Mazars Wealth Advisors
Missouri
$281K +$281K +4,042 New
FA
1296
Fagan Associates
New York
$279K
WIC
1297
Willis Investment Counsel
Georgia
$278K +$16.4K +235 +6%
AC
1298
ASB Consultores
Florida
$277K +$277K +3,986 New
MWM
1299
Merriman Wealth Management
Washington
$277K +$277K +3,985 New
TPWA
1300
TRUE Private Wealth Advisors
Oregon
$277K