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Southern Company

1,480 hedge funds and large institutions have $39.2B invested in Southern Company in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 592 increasing their positions, 554 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,480
Holders Change
-10
Holders Change %
-0.67%
% of All Funds
26.06%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.16%
New
105
Increased
592
Reduced
554
Closed
106
Calls
$286M
Puts
$185M
Net Calls
+$100M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
501
J.W. Cole Advisors
Florida
$1.71M +$35.2K +566 +2%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.71M +$626K +10,057 +58%
GAM
503
Gotham Asset Management
New York
$1.7M -$276K -4,435 -14%
CWM
504
Calamos Wealth Management
Illinois
$1.68M +$34.9K +561 +2%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$1.68M -$29.9K -481 -2%
TA
506
TFG Advisers
Michigan
$1.68M -$3.61K -58 -0.2%
DIA
507
Dean Investment Associates
Ohio
$1.68M +$1.74K +28 +0.1%
PFSC
508
Peoples Financial Services Corp
Pennsylvania
$1.65M -$62.1K -1,000 -4%
NNP
509
Nachman Norwood & Parrott
South Carolina
$1.64M +$109K +1,748 +7%
JIC
510
Johnson Investment Counsel
Ohio
$1.64M +$45.9K +738 +3%
BA
511
Bennicas & Associates
California
$1.63M +$12.4K +200 +0.8%
JGUA
512
John G. Ullman & Associates
New York
$1.63M +$180K +2,900 +12%
MJRIC
513
Mogy Joel R Investment Counsel
California
$1.62M
Lido Advisors
514
Lido Advisors
California
$1.62M +$26.4K +425 +2%
LIA
515
LS Investment Advisors
Michigan
$1.62M -$112K -1,796 -6%
VFM
516
Viking Fund Management
North Dakota
$1.62M -$249K -4,000 -13%
UBG
517
United Bank (Georgia)
Georgia
$1.61M +$43.8K +704 +3%
DA
518
Denali Advisors
California
$1.61M +$1.61M +25,900 New
BSW
519
Buckingham Strategic Wealth
Missouri
$1.6M -$249K -4,005 -13%
CBA
520
Coastal Bridge Advisors
Connecticut
$1.6M +$8.27K +133 +0.5%
CIC
521
Crawford Investment Counsel
Georgia
$1.6M +$110K +1,770 +7%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$1.59M -$435K -7,000 -22%
HIC
523
Holderness Investments Company
North Carolina
$1.58M +$160K +2,578 +11%
JCM
524
Jacobi Capital Management
Pennsylvania
$1.57M -$30.8K -496 -2%
NAM
525
NTV Asset Management
West Virginia
$1.56M +$15.5K +250 +1%