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Southern Company

1,715 hedge funds and large institutions have $48.7B invested in Southern Company in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 685 increasing their positions, 633 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,715
Holders Change
+21
Holders Change %
+1.24%
% of All Funds
27.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.24%
New
117
Increased
685
Reduced
633
Closed
82
Calls
$331M
Puts
$155M
Net Calls
+$176M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1376
Gray Wealth Management
Maine
$253K +$351 +5 +0.1%
IWM
1377
Integris Wealth Management
California
$253K
PIA
1378
Pinion Investment Advisors
Kansas
$252K -$75.2K -1,071 -23%
CRG
1379
Cornerstone Retirement Group
Nevada
$252K +$252K +3,581 New
AG
1380
Ascent Group
Virginia
$251K -$818K -11,881 -76%
RFS
1381
Retirement Financial Solutions
Tennessee
$251K -$427K -6,072 -63%
WP
1382
Wealthspan Partners
Iowa
$251K +$211 +3 +0.1%
BONH
1383
Bank of New Hampshire
New Hampshire
$251K +$42.2K +600 +20%
TCWM
1384
Total Clarity Wealth Management
Illinois
$249K +$8.29K +118 +3%
WA
1385
Waterford Advisors
New York
$248K
SWM
1386
Spire Wealth Management
Virginia
$247K +$4.99K +71 +2%
SLT
1387
St Louis Trust
Missouri
$246K
MWC
1388
MBM Wealth Consultants
Missouri
$246K +$109K +1,516 +79%
VCP
1389
Verus Capital Partners
Arizona
$245K -$8.22K -117 -3%
LWCFA
1390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$245K -$57.8K -823 -19%
HR
1391
Howe & Rusling
New York
$244K +$244K +3,478 New
DA
1392
Drake & Associates
Wisconsin
$243K -$7.1K -101 -3%
AF
1393
Apexium Financial
Texas
$243K -$26.6K -378 -10%
FBB
1394
Fulton Breakefield Broenniman
Maryland
$243K +$2.46K +35 +1%
Capstone Investment Advisors
1395
Capstone Investment Advisors
New York
$242K +$242K +3,450 New
MWM
1396
Merriman Wealth Management
Washington
$241K -$38.6K -550 -14%
FFBTD
1397
First Financial Bank - Trust Division
Ohio
$241K -$19.6K -279 -8%
IAA
1398
Ironsides Asset Advisors
North Carolina
$241K
P
1399
Pitcairn
Pennsylvania
$240K
MAP
1400
Milestone Advisory Partners
North Carolina
$239K