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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 %
CCP
1501
Carmel Capital Partners
California
$137K -$83K -1,193 -38%
ST
1502
Smithfield Trust
Pennsylvania
$136K
JGIA
1503
Jackson Grant Investment Advisers
Connecticut
$132K +$6.05K +87 +5%
RTC
1504
Riverview Trust Company
Washington
$130K
WAM
1505
WFA Asset Management
Wisconsin
$127K +$974 +14 +0.8%
BSB
1506
Bangor Savings Bank
Maine
$125K -$99.4K -1,428 -44%
FFA
1507
Farther Finance Advisors
California
$123K +$39.9K +573 +48%
TFM
1508
TFC Financial Management
Massachusetts
$122K +$2.09K +30 +2%
SCM
1509
Silvant Capital Management
Georgia
$120K
KTC
1510
Kistler-Tiffany Companies
Pennsylvania
$120K
AT
1511
Avalon Trust
New Mexico
$120K +$120K +1,720 New
SOAMC
1512
Spirit of America Management Corp
New York
$118K +$118K +1,700 New
PGAM
1513
Princeton Global Asset Management
New Jersey
$116K +$8.07K +116 +7%
CFFP
1514
Center for Financial Planning
Michigan
$116K
MCM
1515
Manchester Capital Management
Vermont
$114K -$15.2K -219 -12%
SAM
1516
S.A. Mason
Michigan
$112K +$4.18K +60 +4%
CCA
1517
Column Capital Advisors
Indiana
$112K -$1.81K -26 -2%
APW
1518
Acima Private Wealth
Virginia
$110K +$5.5K +79 +5%
MCM
1519
MV Capital Management
Maryland
$109K +$14.5K +208 +15%
PCA
1520
Providence Capital Advisors
North Carolina
$108K
WSCM
1521
Wellington Shields Capital Management
New York
$108K +$139 +2 +0.1%
MA
1522
MCF Advisors
Kentucky
$107K -$110K -1,574 -51%
JWA
1523
JFS Wealth Advisors
Pennsylvania
$107K +$9.88K +142 +10%
SWA
1524
Sutton Wealth Advisors
Florida
$105K -$170K -2,444 -62%
GIA
1525
GHP Investment Advisors
Colorado
$103K +$26K +374 +34%