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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 %
VCM
801
Virtue Capital Management
Tennessee
$642K -$8.01K -129 -1%
CM
802
Cornerstone Management
Georgia
$642K +$9.57K +154 +2%
SP
803
Successful Portfolios
Florida
$640K +$53.5K +861 +9%
CCT
804
Country Club Trust
Missouri
$639K +$19.5K +316 +3%
AA
805
Advisory Alpha
Michigan
$638K -$29.4K -472 -4%
SBSB
806
Sullivan, Bruyette, Speros & Blaney
Virginia
$637K +$14.7K +236 +2%
GLLW
807
Graves Light Lenhart Wealth
Virginia
$633K -$92K -1,480 -13%
TCOT
808
Trust Company of Toledo
Ohio
$630K +$199K +3,206 +46%
GCM
809
Gables Capital Management
Florida
$628K +$12.4K +200 +2%
CAM
810
Congress Asset Management
Massachusetts
$627K -$31.8K -512 -5%
CIC
811
Carnegie Investment Counsel
Ohio
$627K -$18.7K -300 -3%
M
812
MOTCO
Texas
$627K -$10.9K -176 -2%
CPSAC
813
Chas P. Smith & Associates (CPS)
Florida
$626K -$113K -1,810 -15%
FHB
814
First Hawaiian Bank
Hawaii
$623K +$684 +11 +0.1%
CIC
815
Canal Insurance Company
South Carolina
$622K +$622K +10,000 New
OPW
816
Oxler Private Wealth
New York
$621K
FSA
817
Franklin Street Advisors
North Carolina
$619K -$176K -2,825 -22%
OSAM
818
O'Shaughnessy Asset Management
Connecticut
$617K +$19.1K +307 +3%
TFS
819
TrustCore Financial Services
Tennessee
$616K -$39.5K -635 -6%
BBA
820
BLB&B Advisors
Pennsylvania
$614K -$40.7K -655 -6%
ACI
821
Alpha Cubed Investments
California
$612K -$273K -4,386 -31%
WI
822
WrapManager Inc
California
$608K -$261K -4,192 -30%
ECG
823
Edge Capital Group
Georgia
$607K +$3.23K +52 +0.5%
RFA
824
Reilly Financial Advisors
California
$606K +$1.99K +32 +0.3%
H
825
HoyleCohen
California
$605K -$33.3K -536 -5%