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Southern Company

1,498 hedge funds and large institutions have $38.2B invested in Southern Company in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 632 increasing their positions, 507 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,498
Holders Change
+18
Holders Change %
+1.22%
% of All Funds
26.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
125
Increased
632
Reduced
507
Closed
91
Calls
$249M
Puts
$217M
Net Calls
+$31.1M
Net Calls Change
-$69.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BBNB
976
Baker Boyer National Bank
Washington
$428K +$428K +6,000 New
BWM
977
BT Wealth Management
Georgia
$427K
TWM
978
Tradition Wealth Management
Minnesota
$427K +$2.3K +38 +0.5%
WAAG
979
Wealth Alliance Advisory Group
Kansas
$425K
QI
980
Qtron Investments
Massachusetts
$425K +$425K +7,020 New
DJYG
981
David J. Yvars Group
Florida
$424K -$23.5K -388 -5%
CWP
982
Concord Wealth Partners
Virginia
$423K -$1.09K -18 -0.3%
AF
983
Aldebaran Financial
$422K
HTC
984
Haverford Trust Company
Pennsylvania
$417K -$43.8K -724 -10%
MAA
985
Mraz Amerine & Associates
California
$417K
GIM
986
Greylin Investment Management
Virginia
$416K
KFP
987
Keystone Financial Planning
Ohio
$415K
IWA
988
IVC Wealth Advisors
Pennsylvania
$412K +$27.2K +450 +7%
ACM
989
Advisors Capital Management
New Jersey
$412K +$107K +1,760 +35%
CST
990
Charles Schwab Trust
Nevada
$410K +$72.6K +1,200 +22%
MSAM
991
Moloney Securities Asset Management
Missouri
$409K +$1.88K +31 +0.5%
CG
992
Colony Group
Massachusetts
$408K -$746K -12,318 -65%
Acadian Asset Management
993
Acadian Asset Management
Massachusetts
$407K -$5.17M -85,573 -93%
MMG
994
Monetary Management Group
Missouri
$407K
FWM
995
Frontier Wealth Management
Missouri
$407K +$61 +1 +0%
CIA
996
Cohen Investment Advisors
New Hampshire
$407K +$3.09K +51 +0.8%
AIP
997
Ahrens Investment Partners
Louisiana
$406K
IC
998
IEQ Capital
California
$405K +$115K +1,896 +40%
EWM
999
EPG Wealth Management
Georgia
$403K -$3.33K -55 -0.8%
GI
1000
Gradient Investments
Minnesota
$399K -$73.7K -1,218 -16%