SO icon

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 %
AHC
1451
Adell Harriman & Carpenter
Texas
$203K +$203K +2,918 New
GWAG
1452
Garrett Wealth Advisory Group
Texas
$202K +$202K +2,907 New
SCM
1453
Stordahl Capital Management
Colorado
$202K +$202K +2,906 New
WIC
1454
Wilkins Investment Counsel
Massachusetts
$202K
BG
1455
Benedetti & Gucer
Georgia
$202K +$202K +2,899 New
BAM
1456
Berkshire Asset Management
Pennsylvania
$202K +$202K +2,900 New
BFM
1457
Boston Financial Management
Massachusetts
$202K -$554K -7,966 -73%
BHWM
1458
Beaird Harris Wealth Management
Texas
$201K
AFWM
1459
AMJ Financial Wealth Management
Virginia
$201K -$124K -1,786 -38%
DWM
1460
Drive Wealth Management
Utah
$201K +$201K +2,885 New
NRW
1461
Nova R Wealth
Kansas
$201K +$201K +2,884 New
NSG
1462
Nalls Sherbakoff Group
Tennessee
$198K +$198K +2,864 New
RCG
1463
Rock Creek Group
District of Columbia
$198K +$35.6K +512 +22%
OSNBOA
1464
Old Second National Bank of Aurora
Illinois
$195K -$219K -3,150 -53%
AA
1465
AlphaMark Advisors
Kentucky
$192K -$17.4K -250 -8%
GGI
1466
Godsey & Gibb Inc
Virginia
$187K -$46.1K -663 -20%
HS
1467
Horan Securities
United States
$184K -$8K -115 -4%
WWP
1468
WR Wealth Planners
Missouri
$180K +$175K +2,519 +3,599%
QC
1469
Quent Capital
New York
$179K +$24.8K +357 +16%
PFBT
1470
Parkside Financial Bank & Trust
Missouri
$177K +$29.8K +428 +20%
WIM
1471
Westside Investment Management
California
$175K
CT
1472
Colonial Trust
South Carolina
$173K +$278 +4 +0.2%
TF
1473
Tompkins Financial
New York
$171K
DAC
1474
Dividend Assets Capital
South Carolina
$170K
EIM
1475
Essex Investment Management
Massachusetts
$167K