SO icon

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 %
Creative Planning
151
Creative Planning
Kansas
$18.9M +$302K +4,341 +2%
Aberdeen Group
152
Aberdeen Group
United Kingdom
$18.9M +$47.6K +684 +0.3%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$18.7M +$3.3M +47,443 +21%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$18.6M +$1.39M +20,016 +8%
BCI
155
Brinker Capital Investments
Pennsylvania
$18M +$10.1M +145,291 +128%
OPS
156
Orion Portfolio Solutions
Nebraska
$18M +$10.7M +153,314 +145%
CWM
157
Cahaba Wealth Management
Georgia
$17.2M +$888K +12,757 +5%
Verition Fund Management
158
Verition Fund Management
Connecticut
$17.2M -$11.1M -159,004 -39%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.9M +$1.27M +18,296 +8%
FCI
160
Financial Counselors Inc
Kansas
$16.9M +$62.4K +897 +0.4%
II
161
IFM Investors
Australia
$16.7M +$467K +6,711 +3%
DIA
162
Davidson Investment Advisors
Montana
$16.5M +$230K +3,310 +1%
AQR Capital Management
163
AQR Capital Management
Connecticut
$16.3M -$5.47M -78,962 -25%
FMLI
164
Fukoku Mutual Life Insurance
Japan
$16.2M -$90K -1,294 -0.6%
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$16.1M +$43.4K +624 +0.3%
GC
166
Guggenheim Capital
Illinois
$16M -$2.67M -38,372 -14%
TPSF
167
Texas Permanent School Fund
Texas
$15.8M +$5.03M +72,290 +47%
CAC
168
Core Alternative Capital
Georgia
$15.7M +$698K +10,038 +5%
VV
169
Verity & Verity
South Carolina
$15.5M +$876K +12,583 +6%
GW
170
GW & Wade
Massachusetts
$15.5M -$5.2M -74,691 -25%
MWM
171
Moran Wealth Management
Florida
$15.4M +$1.91M +27,404 +14%
Assenagon Asset Management
172
Assenagon Asset Management
Luxembourg
$15.1M +$13.2M +189,354 +681%
Calamos Advisors
173
Calamos Advisors
Illinois
$15.1M -$1.9M -27,271 -11%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$15M +$337K +4,844 +2%
CGH
175
Crossmark Global Holdings
Texas
$14.9M -$9.67K -139 -0.1%