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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 %
TI
1001
Tidal Investments
Wisconsin
$377K +$90.4K +1,455 +32%
TC
1002
Telemus Capital
Michigan
$375K +$1.94K +31 +0.5%
SS
1003
Simplicity Solutions
Minnesota
$373K -$3.29M -52,924 -90%
KFC
1004
Klingenstein Fields & Co
New York
$372K
SC
1005
Schulhoff & Co
Ohio
$372K
Bessemer Group
1006
Bessemer Group
New Jersey
$371K -$249K -3,996 -40%
WCAMG
1007
Woodard & Company Asset Management Group
North Carolina
$371K
CCM
1008
Covington Capital Management
California
$371K +$1.43K +23 +0.4%
AWM
1009
Aevitas Wealth Management
Massachusetts
$371K +$1.74K +28 +0.5%
KM
1010
Kalos Management
Georgia
$371K +$3.61K +55 +1%
STC
1011
Sarah T. Connolly
$370K
PWPS
1012
Pinnacle Wealth Planning Services
Ohio
$368K +$27.3K +440 +8%
BMO
1013
Beck Mack & Oliver
New York
$367K
VFP
1014
Verus Financial Partners
Virginia
$367K
IP
1015
Isthmus Partners
Wisconsin
$365K
SBL
1016
Sargent Bickham Lagudis
Colorado
$365K +$11.8K +190 +3%
FIM
1017
Freedom Investment Management
Connecticut
$365K +$105K +1,679 +40%
MGIA
1018
Moneta Group Investment Advisors
Missouri
$363K +$77.6K +1,249 +27%
PJSIMP
1019
P.J. Schmidt Investment Management (PJS)
Wisconsin
$362K -$19.6K -300 -5%
FNBTCON
1020
First National Bank & Trust Co of Newtown
Pennsylvania
$362K
DJSG
1021
D.J. St. Germain
Massachusetts
$361K
HDIM
1022
Hanson & Doremus Investment Management
Vermont
$359K
SFM
1023
Signet Financial Management
New Jersey
$358K
LDFR
1024
Lehman & Derafelo Financial Resources
Pennsylvania
$358K +$28.6K +460 +9%
AWM
1025
Affinity Wealth Management
Delaware
$357K