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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 %
FPGK
1301
Financial Partners Group (Kansas)
Kansas
$277K -$13.4K -192 -5%
AWM
1302
Altus Wealth Management
Kentucky
$276K -$14.3K -205 -5%
SSC
1303
Syverson Strege & Co
Iowa
$276K +$2.64K +38 +1%
RVPG
1304
Relative Value Partners Group
$276K -$63K -905 -19%
LOPW
1305
Live Oak Private Wealth
North Carolina
$275K
FCA
1306
FLC Capital Advisors
California
$274K
BLAM
1307
Bourne Lent Asset Management
New York
$274K
WP
1308
WMS Partners
Maryland
$273K -$1.04K -15 -0.4%
SEEDPG
1309
S.E.E.D. Planning Group
New York
$273K +$139 +2 +0.1%
AW
1310
Alaethes Wealth
Nevada
$272K +$12.5K +180 +5%
CAS
1311
Coppell Advisory Solutions
Texas
$272K +$197K +2,849 +263%
CASC
1312
Coppell Advisory Solutions Corp
Texas
$272K +$197K +2,849 +263%
BMO
1313
Beck Mack & Oliver
New York
$271K
PAM
1314
Peak Asset Management
Colorado
$271K
PWP
1315
Phillips Wealth Planners
Mississippi
$271K +$12.1K +163 +5%
MFS
1316
Madrona Financial Services
Washington
$270K +$61.6K +885 +30%
JFG
1317
Jefferies Financial Group
New York
$267K -$20.5K -294 -7%
AF
1318
Apexium Financial
Texas
$267K +$26.3K +378 +11%
DIA
1319
Dean Investment Associates
Ohio
$267K -$30.6K -440 -10%
GAM
1320
GEM Asset Management
Michigan
$266K
JE
1321
JMAC Enterprises
Pennsylvania
$266K -$557 -8 -0.2%
SFP
1322
Sweet Financial Partners
Minnesota
$265K
MIC
1323
Meridian Investment Counsel
California
$265K
SC
1324
Sawyer & Company
Massachusetts
$264K +$264K +3,668 New
FAM
1325
Frontier Asset Management
Wyoming
$263K +$2.71K +39 +1%