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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 %
BFM
1476
Boston Financial Management
Massachusetts
$204K
HFA
1477
High Falls Advisors
New York
$203K -$2.11K -30 -1%
BHWM
1478
Beaird Harris Wealth Management
Texas
$203K
NRW
1479
Nova R Wealth
Kansas
$203K +$351 +5 +0.2%
BAM
1480
Berkshire Asset Management
Pennsylvania
$203K -$843 -12 -0.4%
OP
1481
ORG Partners
Indiana
$202K +$202K +2,863 New
RPGK
1482
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +2,863 New
VFA
1483
Voya Financial Advisors
Connecticut
$201K -$19.2K -278 -9%
AC
1484
Apella Capital
Connecticut
$200K +$200K +2,847 New
GGI
1485
Godsey & Gibb Inc
Virginia
$198K +$9.13K +130 +5%
OSNBOA
1486
Old Second National Bank of Aurora
Illinois
$197K
AA
1487
AlphaMark Advisors
Kentucky
$194K
NSG
1488
Nalls Sherbakoff Group
Tennessee
$189K -$10.5K -150 -5%
RCG
1489
Rock Creek Group
District of Columbia
$186K -$13.7K -195 -7%
QC
1490
Quent Capital
New York
$181K +$70 +1 +0%
PFBT
1491
Parkside Financial Bank & Trust
Missouri
$179K +$351 +5 +0.2%
WWP
1492
WR Wealth Planners
Missouri
$174K -$7.94K -113 -4%
RA
1493
Rise Advisors
New York
$174K +$6.96K +99 +4%
TF
1494
Tompkins Financial
New York
$172K
WIM
1495
Westside Investment Management
California
$172K -$4K -57 -2%
TFA
1496
Toth Financial Advisory
Virginia
$172K +$17.6K +250 +11%
NBT
1497
Northwest Bank & Trust
Iowa
$169K +$169K +2,406 New
EIM
1498
Essex Investment Management
Massachusetts
$169K
LB
1499
Legacy Bridge
Iowa
$167K
SC
1500
Stephens Consulting
Michigan
$167K