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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 %
GIA
876
Gladstone Institutional Advisory
Florida
$543K +$222K +3,580 +69%
HCMG
877
Howard Capital Management Group
California
$539K
CAN
878
Claraphi Advisory Network
United States
$538K
OIA
879
Optimum Investment Advisors
Illinois
$537K -$98.3K -1,586 -15%
GVAG
880
Great Valley Advisor Group
Delaware
$532K +$6.57K +106 +1%
PG
881
Pendal Group
Australia
$530K -$377K -6,081 -42%
MIM
882
Moseley Investment Management
Florida
$530K
EW
883
Element Wealth
Mississippi
$530K +$1.8K +29 +0.3%
SIM
884
Sentry Investment Management
Wisconsin
$529K -$163K -2,640 -24%
UCMOK
885
United Capital Management of KS
Kansas
$529K -$21.9K -353 -4%
NSIM
886
North Star Investment Management
Illinois
$529K
IC
887
Intersect Capital
California
$529K +$17.4K +281 +3%
CA
888
CSM Advisors
Pennsylvania
$528K
NRA
889
NSI Retail Advisors
Pennsylvania
$528K
WKWM
890
Walter & Keenan Wealth Management
Indiana
$528K +$14.4K +232 +3%
BHBT
891
Burke & Herbert Bank & Trust
Virginia
$525K +$80.6K +1,300 +18%
TI
892
Trexquant Investment
Connecticut
$525K +$525K +8,466 New
VFA
893
Valeo Financial Advisors
Indiana
$523K +$2.29K +37 +0.4%
KFP
894
KMG Fiduciary Partners
Ohio
$523K +$6.19K +100 +1%
VCM
895
Virtue Capital Management
Tennessee
$522K -$11.4K -184 -2%
CCFCSB
896
Cape Cod Five Cents Savings Bank
Massachusetts
$522K -$372 -6 -0.1%
FNBOSM
897
First National Bank of South Miami
Florida
$521K -$682 -11 -0.1%
IF
898
Intrua Financial
Texas
$521K +$266K +4,245 +104%
SF
899
Symphony Financial
Texas
$520K -$15.8K -253 -3%
PIM
900
Perpetual Investment Management
Australia
$520K