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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 %
LGWM
1426
Litman Gregory Wealth Management
California
$209K +$209K +3,001 New
AMAL
1427
Asset Management Advisors LLC
Oklahoma
$209K
SC
1428
Schubert & Co
Texas
$209K -$45K -647 -18%
JIC
1429
Joel Isaacson & Co
New York
$208K +$1.11K +16 +0.5%
PFGIA
1430
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$2.99K +43 +1%
First Manhattan
1431
First Manhattan
New York
$207K +$348 +5 +0.2%
SAM
1432
Secure Asset Management
Michigan
$207K -$1.39K -20 -0.7%
IAS
1433
Insigneo Advisory Services
Florida
$207K +$10.4K +150 +5%
BONH
1434
Bank of New Hampshire
New Hampshire
$207K +$65.3K +938 +46%
AOWM
1435
Alpha Omega Wealth Management
Virginia
$206K
WC
1436
Wexford Capital
Florida
$205K +$205K +2,953 New
3IP
1437
3Chopt Investment Partners
Virginia
$205K
CFS
1438
CRA Financial Services
New Jersey
$205K
FWM
1439
Forefront Wealth Management
Pennsylvania
$205K +$278 +4 +0.1%
APG
1440
Abacus Planning Group
South Carolina
$205K
IG
1441
ING Group
Netherlands
$204K -$19.8M -283,905 -99%
ACP
1442
Aveo Capital Partners
Colorado
$204K +$835 +12 +0.4%
OLVIG
1443
Oliver Lagore Vanvalin Investment Group
Michigan
$204K +$96.5K +1,387 +90%
VWM
1444
Venturi Wealth Management
Texas
$204K +$204K +2,935 New
WT
1445
Whittier Trust
California
$204K
CCM
1446
Chickasaw Capital Management
Tennessee
$204K
HIC
1447
Harvey Investment Company
Kentucky
$204K
UF
1448
Univest Financial
Pennsylvania
$204K
APW
1449
Austin Private Wealth
Texas
$204K +$204K +2,925 New
HFA
1450
High Falls Advisors
New York
$203K +$278 +4 +0.1%