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Southern Company

1,651 hedge funds and large institutions have $45.9B invested in Southern Company in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 711 increasing their positions, 562 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
-22
Holders Change %
-1.32%
% of All Funds
28.55%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
99
Increased
711
Reduced
562
Closed
90
Calls
$293M
Puts
$255M
Net Calls
+$37.4M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
826
Congress Asset Management
Massachusetts
$826K -$136K -2,000 -14%
IB
827
Intrust Bank
Kansas
$821K -$8.22K -121 -1%
AFC
828
AFT Forsyth & Company
Florida
$816K
CC
829
Corton Capital
Ontario, Canada
$815K +$815K +11,983 New
PT
830
Plimoth Trust
Massachusetts
$813K -$3.74K -55 -0.5%
SFP
831
Shepherd Financial Partners
Massachusetts
$812K
HI
832
Horizon Investments
North Carolina
$803K +$173K +2,548 +28%
HTC
833
Haverford Trust Company
Pennsylvania
$801K -$12K -176 -1%
SF
834
Symphony Financial
Texas
$799K -$29.4K -424 -4%
CIC
835
Carnegie Investment Counsel
Ohio
$798K -$14.2K -209 -2%
FMTCOCP
836
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$798K +$10.8K +159 +1%
PWM
837
Perigon Wealth Management
California
$795K +$90.7K +1,334 +13%
I
838
INVST
Indiana
$792K +$75.1K +1,175 +10%
AWM
839
Aberdeen Wealth Management
Illinois
$785K +$272 +4 +0%
CAM
840
Centre Asset Management
New York
$783K +$4.76K +70 +0.6%
CT
841
Chicago Trust
Illinois
$779K -$910K -13,401 -54%
NIM
842
Nicollet Investment Management
Minnesota
$779K
CT
843
Clearstead Trust
Maine
$779K +$766K +11,263 +5,897%
LWAM
844
Legacy Wealth Asset Management
Minnesota
$774K -$194K -2,856 -20%
FTC
845
Farmers Trust Company
Ohio
$760K -$2.99K -44 -0.4%
APP
846
Avantax Planning Partners
Iowa
$758K -$952 -14 -0.1%
EM
847
Excalibur Management
Massachusetts
$757K -$71.6K -1,054 -9%
HLOC
848
H.L. Ormond & Company
North Carolina
$756K -$18.3K -270 -2%
DA
849
Detalus Advisors
Missouri
$756K -$8.7K -128 -1%
FNC
850
First National Corp
Massachusetts
$751K +$13K +191 +2%