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Southern Company

1,727 hedge funds and large institutions have $49.8B invested in Southern Company in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 730 increasing their positions, 511 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+76
Holders Change %
+4.6%
% of All Funds
27.86%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.23%
New
206
Increased
730
Reduced
511
Closed
95
Calls
$319M
Puts
$212M
Net Calls
+$107M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1626
Tortoise Investment Management
New York
$35K -$15K -210 -30%
SWM
1627
Sanctuary Wealth Management
Idaho
$34.1K +$34.1K +477 New
CWM
1628
CarsonAllaria Wealth Management
Illinois
$34K +$72 +1 +0.2%
VF
1629
VitalStone Financial
Texas
$34K +$34K +474 New
FFA
1630
Fairfield Financial Advisors
Massachusetts
$32.5K +$357 +5 +1%
MFT
1631
Moisand Fitzgerald Tamayo
Florida
$32.4K +$2.14K +30 +7%
BWA
1632
BDO Wealth Advisors
Florida
$32.1K
JFA
1633
JNBA Financial Advisors
Minnesota
$31.2K
IAS
1634
IMA Advisory Services
Colorado
$30.8K
BIA
1635
Bell Investment Advisors
California
$30.1K +$16.9K +236 +128%
HB
1636
Horizon Bancorp
Indiana
$30K +$30K +425 New
LCM
1637
Logan Capital Management
Pennsylvania
$30K -$20K -280 -40%
MLA
1638
MB, Levis & Associates
Pennsylvania
$29.4K +$29.4K +412 New
JFGIW
1639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K
TAM
1640
Tucker Asset Management
Colorado
$29.1K +$72 +1 +0.2%
FCT
1641
First Community Trust
Iowa
$29K
NSB
1642
Norway Savings Bank
Maine
$28.9K
AWM
1643
AllSquare Wealth Management
New York
$28.6K
TF
1644
TimeScale Financial
Massachusetts
$27.3K
JMF
1645
Johnson Midwest Financial
Iowa
$26K +$291 +4 +1%
OA
1646
Operose Advisors
Wisconsin
$26K
WTC
1647
WhitTier Trust Company
Nevada
$25.7K +$1.43K +20 +6%
CA
1648
Crewe Advisors
Utah
$23.9K -$20.2K -283 -46%
CWM
1649
Cedar Wealth Management
California
$23.9K
GIA
1650
Goodwin Investment Advisory
Georgia
$21.9K