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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 %
LC
1401
Lindbrook Capital
California
$222K +$72.9K +1,047 +49%
BWM
1402
Biltmore Wealth Management
Arizona
$221K +$209 +3 +0.1%
ISWM
1403
Independent Solutions Wealth Management
New York
$220K -$33.7K -485 -13%
TCM
1404
Tufton Capital Management
Maryland
$220K -$6.75K -97 -3%
BONST
1405
Bank of Nova Scotia Trust
Ontario, Canada
$220K
VFA
1406
Voya Financial Advisors
Connecticut
$220K +$16.9K +244 +8%
CP
1407
Coho Partners
Pennsylvania
$218K
NWM
1408
Northcape Wealth Management
New York
$218K +$218K +3,139 New
NSAM
1409
North Star Asset Management
Wisconsin
$218K -$7.03K -101 -3%
CWM
1410
Congress Wealth Management
Massachusetts
$217K +$13.1K +188 +6%
SWP
1411
Summit Wealth Partners
Florida
$217K
BFA
1412
Brendel Financial Advisors
New Hampshire
$216K +$216K +3,100 New
BWA
1413
BDO Wealth Advisors
Florida
$216K +$184K +2,651 +589%
HA
1414
HC Advisors
Georgia
$214K +$214K +3,075 New
WC
1415
Waterloo Capital
Texas
$213K +$213K +3,065 New
M
1416
MOTCO
Texas
$213K
YIA
1417
YHB Investment Advisors
Connecticut
$212K -$53.2K -765 -20%
AGC
1418
Aspen Grove Capital
Colorado
$212K +$3.27K +47 +2%
EFSCE
1419
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$3.34K +48 +2%
CMA
1420
Cedar Mountain Advisors
Oregon
$211K +$2.16K +31 +1%
CTFG
1421
Capstone Triton Financial Group
Oklahoma
$210K +$210K +3,022 New
MWC
1422
MBM Wealth Consultants
Missouri
$210K
V
1423
VeraBank
Texas
$210K
WRM
1424
Weybosset Research & Management
Rhode Island
$209K
SAM
1425
Satovsky Asset Management
New York
$209K +$2.23K +32 +1%