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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 %
CPFP
1626
Clear Perspectives Financial Planning
Ohio
$6K +$1.93K +29 +48%
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$6K +$2.16K +32 +56%
RG
1628
Retirement Group
California
$5K -$6.25K -100 -56%
PPWM
1629
PFG Private Wealth Management
Florida
$5K
AWM
1630
Avior Wealth Management
Nebraska
$5K +$68 +1 +1%
BC
1631
Barrett & Company
Rhode Island
$4.71K +$4.71K +66 New
ACM
1632
Absolute Capital Management
Pennsylvania
$4.51K +$4.51K +65 New
FEG
1633
Financial Enhancement Group
Indiana
$4K
ACA
1634
Atlas Capital Advisors
Wyoming
$3.2K -$23.8K -350 -88%
MS
1635
Mizuho Securities
Japan
$3K
GI
1636
GS Investments
Minnesota
$3K
KFI
1637
Key Financial Inc
Pennsylvania
$3K
HI
1638
Hudock Inc
Pennsylvania
$3K +$52 +1 +2%
PP
1639
PFS Partners
New Jersey
$2.85K
Loomis, Sayles & Company
1640
Loomis, Sayles & Company
Massachusetts
$2K -$3.83K -44 -66%
APF
1641
Alaska Permanent Fund
Alaska
$2K -$1K -12 -33%
MOS
1642
MGO One Seven
Ohio
$1.04K -$14 -201 -1%
WA
1643
WestEnd Advisors
North Carolina
$1K +$294 +5 +42%
SIC
1644
SJS Investment Consulting
Ohio
$1K +$1K +11 New
DWA
1645
Delos Wealth Advisors
Texas
$1K +$1K +18 New
UFF
1646
USA Financial Formulas
Michigan
$1K +$1K +21 New
TCWA
1647
Ten Capital Wealth Advisors
Washington
$1K +$1K +22 New
FSWA
1648
Financial Synergies Wealth Advisors
Texas
$952
BIM
1649
Baldwin Investment Management
Pennsylvania
$326 -$24 -350 -7%
WIM
1650
Westside Investment Management
California
$170