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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 %
SWA
1551
Sutton Wealth Advisors
Florida
$105K -$211 -3 -0.2%
APW
1552
Acima Private Wealth
Virginia
$105K -$5.55K -79 -5%
JWA
1553
JFS Wealth Advisors
Pennsylvania
$105K -$2.81K -40 -3%
MSFP
1554
Mark Sheptoff Financial Planning
Connecticut
$102K
BAM
1555
Bosun Asset Management
Illinois
$101K +$101K +1,434 New
PG
1556
Proffitt & Goodson
Tennessee
$100K
PMFA
1557
Plante Moran Financial Advisors
Michigan
$100K
SSG
1558
Summit Securities Group
New York
$100K -$51K -726 -34%
APF
1559
Alaska Permanent Fund
Alaska
$98.9K +$98.9K +1,408 New
BCMLT
1560
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.5K +$2.88K +41 +3%
MRCM
1561
M&R Capital Management
New Jersey
$94.8K
NL
1562
NVWM LLC
Pennsylvania
$93.4K -$4.43K -63 -5%
RWM
1563
Ruedi Wealth Management
Illinois
$93.4K
CAC
1564
Certified Advisory Corp
Florida
$91.2K +$281 +4 +0.3%
BAM
1565
Bellevue Asset Management
Washington
$90.9K +$211 +3 +0.2%
CWA
1566
Clearview Wealth Advisors
Oregon
$89.4K -$7.66K -109 -8%
BWL
1567
Bogart Wealth LLC
Virginia
$88.8K -$7.37K -105 -8%
WOSD
1568
WFA of San Diego
California
$87.8K -$542K -7,710 -86%
KOCAA
1569
Knights of Columbus Asset Advisors
Connecticut
$84.3K
CAL
1570
Capital Advisors Ltd
Ohio
$82K +$14.7K +209 +22%
FWM
1571
Focused Wealth Management
New York
$80.8K +$26.4K +375 +48%
AA
1572
Addison Advisors
Vermont
$80.2K -$6.67K -95 -8%
OA
1573
Operose Advisors
Wisconsin
$80K
CSC
1574
Caldwell Sutter Capital
California
$78.3K +$32.3K +460 +70%
AT
1575
Avalon Trust
New Mexico
$77.3K -$43.6K -620 -36%