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Southern Company

1,498 hedge funds and large institutions have $38.2B invested in Southern Company in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 632 increasing their positions, 507 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+18
Holders Change %
+1.22%
% of All Funds
26.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
125
Increased
632
Reduced
507
Closed
91
Calls
$249M
Puts
$217M
Net Calls
+$31.1M
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
501
Brown Advisory
Maryland
$1.7M -$47.3K -781 -3%
BSW
502
Buckingham Strategic Wealth
Missouri
$1.69M +$134K +2,211 +9%
TBNY
503
Trustco Bank (New York)
New York
$1.68M -$72.6K -1,200 -4%
KCPG
504
Kavar Capital Partners Group
Kansas
$1.68M -$22.7K -375 -1%
DCM
505
Donaldson Capital Management
Indiana
$1.67M -$237K -3,923 -12%
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.67M -$112K -1,856 -6%
CFA
507
Carroll Financial Associates
North Carolina
$1.67M -$6.78K -112 -0.4%
B
508
Bailard
California
$1.66M +$142K +2,339 +9%
SGCA
509
Steel Grove Capital Advisors
Tennessee
$1.66M +$183K +3,029 +12%
Lido Advisors
510
Lido Advisors
California
$1.66M +$80.3K +1,327 +5%
GG
511
Greenwood Gearhart
Arkansas
$1.65M -$4.3M -71,147 -72%
DIA
512
Dean Investment Associates
Ohio
$1.65M +$14.6K +241 +0.9%
CWM
513
Calamos Wealth Management
Illinois
$1.64M +$2.12K +35 +0.1%
EA
514
Ellsworth Advisors
Ohio
$1.63M +$284K +4,700 +21%
NAM
515
NTV Asset Management
West Virginia
$1.61M +$90.8K +1,500 +6%
JIC
516
Johnson Investment Counsel
Ohio
$1.61M +$20K +331 +1%
TA
517
TFG Advisers
Michigan
$1.61M -$25.8K -426 -2%
JGUA
518
John G. Ullman & Associates
New York
$1.61M +$24.2K +400 +2%
CNBTD
519
Citizens National Bank Trust Department
Mississippi
$1.61M -$30.3K -500 -2%
DAM
520
Derbend Asset Management
Georgia
$1.61M +$1.61M +26,534 New
BRWA
521
B. Riley Wealth Advisors
Florida
$1.6M -$57K -942 -3%
UBG
522
United Bank (Georgia)
Georgia
$1.6M +$26.4K +437 +2%
QIM
523
Quantitative Investment Management
Virginia
$1.59M -$1.45M -23,944 -48%
PFSC
524
Peoples Financial Services Corp
Pennsylvania
$1.59M -$21.8K -360 -1%
BA
525
Bennicas & Associates
California
$1.58M