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Southern Company

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
676
EP Wealth Advisors
California
$952K -$215K -3,472 -18%
PMG
677
ProVise Management Group
Florida
$948K -$120K -1,932 -11%
BFO
678
Biltmore Family Office
North Carolina
$948K -$31K -500 -3%
PAS
679
Park Avenue Securities
New York
$948K +$23K +371 +2%
Lazard Asset Management
680
Lazard Asset Management
New York
$945K -$29.6K -478 -3%
AWAG
681
ARS Wealth Advisors Group
Florida
$944K +$944K +15,239 New
AF
682
Arrow Financial
New York
$943K
MWM
683
Meridian Wealth Management
Kentucky
$933K +$58.8K +949 +7%
IIA
684
ICW Investment Advisors
Arizona
$932K +$14.6K +236 +2%
SAM
685
SignalPoint Asset Management
Missouri
$927K -$34.5K -558 -4%
IB
686
Intrust Bank
Kansas
$927K +$59.8K +964 +7%
PA
687
PSI Advisors
Florida
$926K -$91K -1,470 -9%
CAAS
688
Capital Asset Advisory Services
Michigan
$925K +$45.8K +739 +5%
DT
689
Diversified Trust
Tennessee
$924K -$211K -3,409 -19%
BA
690
Bristlecone Advisors
Washington
$924K -$74.3K -1,200 -7%
CAM
691
Columbia Asset Management
Michigan
$923K -$46.2K -746 -5%
GIM
692
Guardian Investment Management
California
$923K
GG
693
Gleason Group
Kentucky
$922K +$9.05K +146 +1%
MAG
694
Mayfair Advisory Group
Alabama
$922K +$59.3K +950 +7%
CPO
695
Cerity Partners OCIO
New York
$916K +$496 +8 +0.1%
SAM
696
Shikiar Asset Management
New York
$914K +$474K +7,650 +108%
SFG
697
StrategIQ Financial Group
Indiana
$911K +$9.3K +150 +1%
AT
698
Arden Trust
Delaware
$908K -$11.7K -188 -1%
CCG
699
Chatham Capital Group
Georgia
$904K -$38.7K -624 -4%
SB
700
Strategic Blueprint
Georgia
$901K +$70.3K +1,135 +8%