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Southern Company

1,645 hedge funds and large institutions have $43.8B invested in Southern Company in 2021 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 649 increasing their positions, 491 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+164
Holders Change %
+11.07%
% of All Funds
25.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.22%
New
263
Increased
649
Reduced
491
Closed
75
Calls
$281M
Puts
$295M
Net Calls
-$13.4M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
776
SRH Advisors
Kansas
$873K -$13.7K -200 -2%
OSAM
777
O'Shaughnessy Asset Management
Connecticut
$862K +$21.2K +309 +3%
TA
778
TrueWealth Advisors
Alabama
$859K +$244K +3,559 +40%
AWP
779
Ascent Wealth Partners
New York
$858K +$96.7K +1,410 +13%
MSA
780
Marino Stram & Associates
Massachusetts
$857K +$34.9K +509 +4%
AF
781
Allworth Financial
California
$856K -$61.4K -896 -7%
CCP
782
Corient Capital Partners
California
$856K +$21K +306 +3%
WFS
783
Widmann Financial Services
Maryland
$846K +$846K +12,337 New
SWM
784
Sculati Wealth Management
Michigan
$842K
CCT
785
Country Club Trust
Missouri
$840K +$126K +1,840 +18%
CWS
786
Confluence Wealth Services
Pennsylvania
$839K +$839K +12,246 New
BTW
787
Boston Trust Walden
Massachusetts
$835K -$14.7K -214 -2%
TI
788
Tidal Investments
Wisconsin
$832K +$165K +2,407 +25%
WI
789
Wintrust Investments
Illinois
$832K +$832K +12,130 New
APP
790
Avantax Planning Partners
Iowa
$822K -$27.8K -405 -3%
CIC
791
Carnegie Investment Counsel
Ohio
$819K +$71.6K +1,043 +10%
WF
792
Welch & Forbes
Massachusetts
$814K -$114K -1,657 -12%
LMAM
793
Legg Mason Asset Management
Japan
$812K -$54.9K -800 -6%
FFMBT
794
First Farmers & Merchants Bank Trust
Tennessee
$801K +$801K +11,674 New
HSA
795
HBK Sorce Advisory
Pennsylvania
$797K -$39.8K -580 -5%
CAM
796
Centre Asset Management
New York
$797K -$411 -6 -0.1%
HLOC
797
H.L. Ormond & Company
North Carolina
$797K +$797K +11,735 New
JWS
798
Juncture Wealth Strategies
Arizona
$796K +$27.4K +400 +4%
FA
799
FDx Advisors
Illinois
$793K -$16.2K -237 -2%
AWM
800
Aberdeen Wealth Management
Illinois
$791K -$20.3K -296 -3%