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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 %
TAM
1526
Tucker Asset Management
Colorado
$101K +$73K +1,050 +261%
IWP
1527
Icon Wealth Partners
Texas
$101K +$101K +1,452 New
MSFP
1528
Mark Sheptoff Financial Planning
Connecticut
$101K -$583K -8,375 -85%
PG
1529
Proffitt & Goodson
Tennessee
$99.4K
PMFA
1530
Plante Moran Financial Advisors
Michigan
$99.2K
NL
1531
NVWM LLC
Pennsylvania
$96.9K -$3.76K -54 -4%
CWA
1532
Clearview Wealth Advisors
Oregon
$96.2K +$209 +3 +0.2%
AWM
1533
Accel Wealth Management
Iowa
$96.1K +$209 +3 +0.2%
BWL
1534
Bogart Wealth LLC
Virginia
$95.2K -$23.9K -344 -20%
BCMLT
1535
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.7K -$6.82K -98 -7%
MRCM
1536
M&R Capital Management
New Jersey
$93.9K
FCA
1537
Fortis Capital Advisors
Kansas
$92.7K +$11.1K +160 +14%
RWM
1538
Ruedi Wealth Management
Illinois
$92.5K
CAC
1539
Certified Advisory Corp
Florida
$90.1K +$90.1K +1,295 New
BAM
1540
Bellevue Asset Management
Washington
$89.8K +$278 +4 +0.3%
AA
1541
Addison Advisors
Vermont
$86.1K +$13.1K +188 +18%
KOCAA
1542
Knights of Columbus Asset Advisors
Connecticut
$83.5K
SIS
1543
Strategic Investment Solutions
Illinois
$82.7K +$82.7K +1,190 New
HBW
1544
Hazlett, Burt & Watson
West Virginia
$80K +$1.04K +15 +1%
OA
1545
Operose Advisors
Wisconsin
$79.3K +$53.9K +775 +213%
BFPW
1546
BOK Financial Private Wealth
Colorado
$78.8K +$2.3K +33 +3%
SHIM
1547
Stone House Investment Management
Pennsylvania
$76.3K +$76.3K +1,097 New
TC
1548
Trust Company
Kansas
$76.1K
HGERS
1549
Householder Group Estate & Retirement Specialist
Arizona
$76K +$76K +1,098 New
BWAM
1550
Boyd Watterson Asset Management
Ohio
$74.8K