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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 %
BFPW
1576
BOK Financial Private Wealth
Colorado
$77.3K -$2.32K -33 -3%
SHIM
1577
Stone House Investment Management
Pennsylvania
$77.1K
TC
1578
Trust Company
Kansas
$76.8K
BWAM
1579
Boyd Watterson Asset Management
Ohio
$75.5K
MTIC
1580
Missouri Trust & Investment Company
Missouri
$73.4K +$27K +385 +58%
SGC
1581
Slocum, Gordon & Co
Rhode Island
$72.6K
HBW
1582
Hazlett, Burt & Watson
West Virginia
$72K -$8.87K -127 -11%
BC
1583
Barrett & Company
Rhode Island
$71.4K +$56.2K +800 +370%
RWPA
1584
Richard W. Paul & Associates
Michigan
$71.2K -$2.88K -41 -4%
NEAM
1585
New England Asset Management
Connecticut
$70.3K
CPG
1586
Cornerstone Planning Group
New Jersey
$68.1K +$68.1K +969 New
FA
1587
Fiduciary Alliance
South Carolina
$67.7K +$67.7K +964 New
AWM
1588
Avior Wealth Management
Nebraska
$67.5K +$5.62K +80 +9%
MFT
1589
Moisand Fitzgerald Tamayo
Florida
$67.2K +$35.3K +503 +111%
NIC
1590
Northwest Investment Counselors
Oregon
$63.2K
CWM
1591
CarsonAllaria Wealth Management
Illinois
$62.2K +$4.29K +61 +7%
WBC
1592
West Branch Capital
Massachusetts
$61.9K
BWS
1593
Buck Wealth Strategies
Colorado
$61.5K +$61.5K +875 New
LF
1594
Lee Financial
Texas
$59.7K
ME
1595
McIlrath & Eck
Washington
$55K -$5.62K -80 -9%
FDCDDQ
1596
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K
BAAM
1597
Baker Avenue Asset Management
California
$53.5K +$23K +328 +76%
ACM
1598
Antonetti Capital Management
Florida
$53.4K
AAP
1599
Arax Advisory Partners
Colorado
$51.5K -$5.34K -76 -9%
HWM
1600
HighMark Wealth Management
Minnesota
$50.7K