SO icon

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 %
SP
851
Symmetry Partners
Connecticut
$575K
PFWA
852
Paces Ferry Wealth Advisors
Georgia
$573K +$20.9K +337 +4%
LI
853
LVZ Inc
Michigan
$571K -$11.3K -183 -2%
CA
854
Claro Advisors
Massachusetts
$571K +$35.4K +571 +7%
CPSAC
855
Chas P. Smith & Associates (CPS)
Florida
$568K -$60.1K -970 -10%
BIM
856
Bridges Investment Management
Nebraska
$567K
AW
857
ACG Wealth
Georgia
$565K +$1.3K +21 +0.2%
BC
858
Bartlett & Co
Ohio
$564K -$18.2K -294 -3%
BCWM
859
Bartlett & Co Wealth Management
Ohio
$563K -$18.2K -294 -3%
CHA
860
Carmichael Hill & Associates
Maryland
$563K +$805 +13 +0.1%
BFS
861
Bradley Foster & Sargent
Connecticut
$561K -$97.8K -1,580 -15%
WTFG
862
Wells Trecaso Financial Group
Ohio
$561K
GC
863
Grimes & Company
Massachusetts
$561K +$2.29K +37 +0.4%
GC
864
Gilbert & Cook
Iowa
$561K +$21.4K +346 +4%
KFA
865
Krane Funds Advisors
New York
$559K -$511K -8,244 -48%
MBT
866
Montecito Bank & Trust
California
$559K
AMC
867
Asset Management Corp
Illinois
$558K -$39K -629 -7%
FWIA
868
Fort Washington Investment Advisors
Ohio
$558K +$558K +8,999 New
TA
869
TrueWealth Advisors
Alabama
$555K +$1.86K +30 +0.3%
ECG
870
Edge Capital Group
Georgia
$554K +$2.29K +37 +0.4%
TCA
871
Transcend Capital Advisors
New Jersey
$552K +$12.8K +203 +2%
VA
872
Valmark Advisers
Ohio
$551K -$80.2K -1,293 -13%
GG
873
Gofen & Glossberg
Illinois
$546K -$92.6K -1,496 -15%
AW
874
Alaethes Wealth
Nevada
$544K -$32.3K -522 -6%
BBA
875
BLB&B Advisors
Pennsylvania
$543K -$76.3K -1,230 -12%