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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 %
WWM
1051
Wiser Wealth Management
Georgia
$334K
BAM
1052
Beaumont Asset Management
Texas
$332K +$19.3K +310 +6%
WDC
1053
Woodward Diversified Capital
California
$328K -$13.3K -215 -4%
MW
1054
Marcum Wealth
Ohio
$328K +$328K +5,281 New
CL
1055
Choreo LLC
Illinois
$327K +$1.31K +21 +0.4%
SFWA
1056
Summit Financial Wealth Advisors
Louisiana
$326K
FIA
1057
Foundations Investment Advisors
Arizona
$325K +$68.2K +1,084 +27%
WG
1058
Watchman Group
Texas
$324K -$80.8K -1,298 -20%
LAM
1059
LifePro Asset Management
California
$322K -$31.1K -500 -9%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$320K -$6.09K -98 -2%
HIC
1061
Hartline Investment Corp
Illinois
$319K
PIMG
1062
Patriot Investment Management Group
Tennessee
$319K +$27.6K +444 +9%
LGA
1063
Lebenthal Global Advisors
New York
$315K -$48.9K -788 -13%
CC
1064
Chicago Capital
Illinois
$314K
ACM
1065
Advisors Capital Management
New Jersey
$313K -$20.4K -329 -6%
SDAM
1066
Shulman DeMeo Asset Management
New York
$313K +$57.6K +926 +23%
EWM
1067
Elmwood Wealth Management
California
$313K +$313K +5,043 New
Nomura Holdings
1068
Nomura Holdings
Japan
$312K -$5.51M -88,538 -95%
DA
1069
Doliver Advisors
Texas
$312K +$22K +353 +8%
XWM
1070
Xcel Wealth Management
Florida
$311K +$30.1K +484 +11%
MHIC
1071
Marble Harbor Investment Counsel
Massachusetts
$310K
TAIM
1072
TD Ameritrade Investment Management
Nebraska
$310K
AFWM
1073
AMJ Financial Wealth Management
Virginia
$309K -$213K -3,421 -41%
WCA
1074
Waratah Capital Advisors
Ontario, Canada
$309K -$44.7K -719 -13%
ACA
1075
Anchor Capital Advisors
Massachusetts
$308K -$3.11K -50 -1%