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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 %
CWA
1501
Clearview Wealth Advisors
Oregon
$95K +$136 +2 +0.1%
GIA
1502
GHP Investment Advisors
Colorado
$95K +$20.1K +295 +27%
MRCM
1503
M&R Capital Management
New Jersey
$91K
CWM
1504
Castle Wealth Management
Florida
$91K +$746 +11 +0.8%
BAM
1505
Bellevue Asset Management
Washington
$90K +$280 +4 +0.3%
EW
1506
Evoke Wealth
California
$85K
MCM
1507
MV Capital Management
Maryland
$84K +$11.3K +166 +16%
PMFA
1508
Plante Moran Financial Advisors
Michigan
$83K +$5.42K +80 +7%
CJL
1509
Cyrus J. Lawrence
New York
$79K -$98.2K -1,450 -55%
AssetMark Inc
1510
AssetMark Inc
California
$78K -$46.7K -688 -37%
TC
1511
Trust Company
Kansas
$74K
HGERS
1512
Householder Group Estate & Retirement Specialist
Arizona
$74K +$74K +1,097 New
IWP
1513
IAG Wealth Partners
Wisconsin
$72K -$161K -2,373 -69%
CL
1514
COWA LLC
Oklahoma
$72K +$72K +1,065 New
HWMA
1515
Heritage Wealth Management (Arizona)
Arizona
$71K +$1.56K +23 +2%
ANBT
1516
American National Bank & Trust
Texas
$70K +$2.87K +42 +4%
RA
1517
Rise Advisors
New York
$69K +$5.25K +77 +8%
LF
1518
Lee Financial
Texas
$66K
AAP
1519
Arax Advisory Partners
Colorado
$66K +$66K +972 New
AIM
1520
Achmea Investment Management
Netherlands
$64K
PK
1521
Pflug Koory
Nebraska
$64K
WBC
1522
West Branch Capital
Massachusetts
$64K
HBW
1523
Hazlett, Burt & Watson
West Virginia
$64K +$13.6K +200 +27%
FCG
1524
Financial Connections Group
California
$62K
AWM
1525
Atticus Wealth Management
Florida
$60K