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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 %
MRWM
1326
ML&R Wealth Management
Texas
$250K -$49.3K -724 -16%
WCAMG
1327
Woodard & Company Asset Management Group
North Carolina
$250K -$27.2K -400 -10%
DA
1328
Drake & Associates
Wisconsin
$250K -$14.9K -219 -6%
WCM
1329
WealthBridge Capital Management
Ohio
$250K
AIM
1330
Athena Investment Management
California
$249K
CRI
1331
Colonial River Investments
Virginia
$248K -$40.2K -592 -14%
RMDI
1332
R.M. Davis Inc
Maine
$248K -$1.7K -25 -0.7%
SWM
1333
Spire Wealth Management
Virginia
$247K -$1.03M -15,056 -81%
AP
1334
Arlington Partners
Alabama
$247K -$7.9K -116 -3%
SIC
1335
Samalin Investment Counsel
New York
$247K +$475 +7 +0.2%
NF
1336
Nikulski Financial
Iowa
$246K +$30.6K +450 +14%
Jacobs Levy Equity Management
1337
Jacobs Levy Equity Management
New Jersey
$245K -$4.63M -68,244 -95%
JAG
1338
Journey Advisory Group
Kentucky
$245K -$102K -1,500 -29%
TTWM
1339
TCV Trust & Wealth Management
Virginia
$245K -$11.3K -166 -4%
CFA
1340
Capstone Financial Advisors
Illinois
$245K +$20.4K +300 +9%
SFP
1341
Sweet Financial Partners
Minnesota
$245K +$22.6K +333 +10%
GWM
1342
Gray Wealth Management
Maine
$244K +$272 +4 +0.1%
CC
1343
Centiva Capital
New York
$244K +$244K +3,586 New
ACP
1344
Aviance Capital Partners
Florida
$243K -$299K -4,385 -55%
ATWA
1345
Arbor Trust Wealth Advisors
Michigan
$243K -$1.02K -15 -0.4%
FAG
1346
Fortitude Advisory Group
Washington
$242K -$6.05K -89 -2%
WP
1347
Wealthspan Partners
Iowa
$242K +$41.5K +610 +21%
FBB
1348
Fulton Breakefield Broenniman
Maryland
$241K
WEG
1349
World Equity Group
Illinois
$240K +$10.4K +153 +5%
SA
1350
Strategic Advisors
New York
$240K +$68 +1 +0%