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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 %
RDFA
1626
Ritter Daniher Financial Advisory
Ohio
$24.4K +$24.4K +350 New
CWM
1627
Cedar Wealth Management
California
$23.2K
WTC
1628
WhitTier Trust Company
Nevada
$22.3K -$2.78K -40 -11%
RG
1629
Retirement Group
California
$22K +$119 +1 +0.5%
MBFW
1630
Morton Brown Family Wealth
Pennsylvania
$21.8K +$21.8K +314 New
POIA
1631
Pin Oak Investment Advisors
Texas
$21K
VWM
1632
Valley Wealth Managers
New Jersey
$20.9K
TCPG
1633
Trivant Custom Portfolio Group
California
$20.9K +$20.9K +300 New
EWM
1634
Evermay Wealth Management
Virginia
$20.8K
KFS
1635
Kelly Financial Services
Massachusetts
$19.5K +$208 +3 +1%
AFS
1636
Annapolis Financial Services
Maryland
$19.5K
FP
1637
Financial Perspectives
Minnesota
$17.8K
GFWA
1638
Grey Fox Wealth Advisors
Delaware
$17.4K
CYG
1639
Clean Yield Group
Vermont
$17.4K
OCM
1640
Orion Capital Management
California
$17.4K
CBT
1641
Central Bank & Trust
Kentucky
$17.4K
WWM
1642
Wolff Wiese Magana
California
$16.5K
GFPC
1643
Global Financial Private Client
Florida
$16.1K
EBA
1644
Eagle Bay Advisors
New York
$15.1K -$1.95K -28 -11%
BC
1645
Barrett & Company
Rhode Island
$15K +$10.4K +150 +227%
HCM
1646
Highlander Capital Management
New Jersey
$15K
IWP
1647
IAG Wealth Partners
Wisconsin
$14.4K -$23.3K -335 -62%
CJL
1648
Cyrus J. Lawrence
New York
$14K -$67.7K -967 -83%
TFGT
1649
TS Financial Group (TSFG)
Illinois
$14K
WAS
1650
Winch Advisory Services
Wisconsin
$14K +$206 +3 +1%