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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 %
FPFS
1601
First Personal Financial Services
North Carolina
$36.2K -$5.71K -82 -14%
BCM
1602
Bourgeon Capital Management
Connecticut
$35.6K
PCM
1603
Perritt Capital Management
Illinois
$35.6K
TLA
1604
Tanglewood Legacy Advisors
Texas
$35.3K
CWA
1605
Carolina Wealth Advisors
South Carolina
$34.9K
HSA
1606
Hussman Strategic Advisors
Maryland
$34.8K
AWM
1607
AllSquare Wealth Management
New York
$34.8K +$6.96K +100 +25%
FSWA
1608
Financial Synergies Wealth Advisors
Texas
$34.7K +$33.7K +485 +3,464%
JFA
1609
JNBA Financial Advisors
Minnesota
$34.2K +$3.83K +55 +13%
TIM
1610
Tortoise Investment Management
New York
$34.1K
MWA
1611
Miller Wealth Advisors
Colorado
$34K -$136K -400 -80%
BIA
1612
Bell Investment Advisors
California
$33.9K +$4.59K +66 +16%
LFG
1613
Larson Financial Group
Missouri
$33.7K -$22.4K -322 -40%
FFA
1614
Fairfield Financial Advisors
Massachusetts
$31.8K +$276 +4 +0.9%
MFT
1615
Moisand Fitzgerald Tamayo
Florida
$31.6K
BAAM
1616
Baker Avenue Asset Management
California
$30.1K -$5.43K -78 -15%
MCI
1617
MRP Capital Investments
Georgia
$29.9K +$29.9K +400 New
LCM
1618
Logan Capital Management
Pennsylvania
$29.2K
MLA
1619
MB, Levis & Associates
Pennsylvania
$28.7K +$70 +1 +0.2%
TF
1620
TimeScale Financial
Massachusetts
$28.5K +$557 +8 +2%
JFGIW
1621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.5K
FCT
1622
First Community Trust
Iowa
$27.8K
PI
1623
PineBridge Investments
New York
$25.5K -$92.9K -1,335 -78%
JMF
1624
Johnson Midwest Financial
Iowa
$25.2K +$209 +3 +0.8%
CCM
1625
Chilton Capital Management
Texas
$24.5K +$24.5K +352 New