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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 %
GWM
1351
Gray Wealth Management
Maine
$250K +$348 +5 +0.1%
IWM
1352
Integris Wealth Management
California
$250K
VCP
1353
Verus Capital Partners
Arizona
$250K +$49.5K +711 +25%
RWA
1354
Rooted Wealth Advisors
Illinois
$250K
WI
1355
Wedgewood Investors
Pennsylvania
$249K +$29.6K +425 +13%
WP
1356
Wealthspan Partners
Iowa
$248K +$209 +3 +0.1%
DA
1357
Drake & Associates
Wisconsin
$248K +$209 +3 +0.1%
RZH
1358
Relyea Zuckerberg Hanson
Connecticut
$248K +$248K +3,560 New
FMB
1359
Field & Main Bank
Kentucky
$247K +$37.9K +545 +18%
WA
1360
Waterford Advisors
New York
$246K
WF
1361
Wayfinding Financial
Washington
$246K +$246K +3,542 New
SC
1362
Sepio Capital
Utah
$245K -$7.52K -108 -3%
NC
1363
NBW Capital
Massachusetts
$244K +$34.2K +491 +16%
SLT
1364
St Louis Trust
Missouri
$244K
BOS
1365
Bank of Stockton
California
$242K -$83.5K -1,200 -26%
DCM
1366
Delta Capital Management
New Jersey
$241K +$39K +560 +19%
NHT
1367
New Hampshire Trust
New Hampshire
$241K -$28.3K -406 -11%
SWM
1368
Spire Wealth Management
Virginia
$240K -$45.6K -656 -16%
SCA
1369
Stonebridge Capital Advisors
Minnesota
$239K -$77.1K -1,108 -24%
IAA
1370
Ironsides Asset Advisors
North Carolina
$239K
TCWM
1371
Total Clarity Wealth Management
Illinois
$239K +$17.3K +248 +8%
FBB
1372
Fulton Breakefield Broenniman
Maryland
$238K -$8.63K -124 -3%
AIM
1373
Acropolis Investment Management
Missouri
$238K
P
1374
Pitcairn
Pennsylvania
$237K -$5.98K -86 -2%
MAP
1375
Milestone Advisory Partners
North Carolina
$237K