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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 %
FMW
1076
Farr Miller & Washington
District of Columbia
$335K
CWM
1077
Cornerstone Wealth Management
Missouri
$335K +$66.4K +1,097 +25%
MGAM
1078
McGowan Group Asset Management
Texas
$330K +$330K +5,454 New
OBGC
1079
O'Brien Greene & Co
Pennsylvania
$329K -$60.4K -1,000 -16%
CTA
1080
Colonial Trust Advisors
South Carolina
$329K
RWI
1081
Red Wave Investments
Pennsylvania
$329K +$788 +13 +0.2%
WDC
1082
Woodward Diversified Capital
California
$328K +$7.88K +130 +2%
MHIC
1083
Marble Harbor Investment Counsel
Massachusetts
$326K +$24.2K +400 +8%
EGM
1084
Engineers Gate Manager
New York
$325K -$126K -2,074 -28%
MW
1085
Marcum Wealth
Ohio
$325K +$5.09K +84 +2%
CAM
1086
Campion Asset Management
Virginia
$323K -$95K -1,570 -23%
BAM
1087
Beaumont Asset Management
Texas
$322K -$906 -15 -0.3%
TWM
1088
Triton Wealth Management
Arizona
$321K +$13.1K +200 +4%
SAM
1089
Summit Asset Management
Tennessee
$321K +$54.8K +905 +21%
LDFR
1090
Lehman & Derafelo Financial Resources
Pennsylvania
$320K -$27.8K -460 -8%
VHAM
1091
Van Hulzen Asset Management
California
$318K -$18.2K -300 -5%
SFWA
1092
Summit Financial Wealth Advisors
Louisiana
$315K -$6.06K -100 -2%
TFS
1093
Thoroughbred Financial Services
Tennessee
$314K +$50K +826 +19%
GIA
1094
Gladstone Institutional Advisory
Florida
$314K +$115K +1,906 +58%
HDIM
1095
Hanson & Doremus Investment Management
Vermont
$313K
LAM
1096
LifePro Asset Management
California
$313K
CL
1097
Choreo LLC
Illinois
$312K -$6.66K -110 -2%
DWT
1098
Dorsey & Whitney Trust
South Dakota
$312K
WJWM
1099
Williams Jones Wealth Management
New York
$311K -$28.6K -472 -8%
Jones Financial Companies
1100
Jones Financial Companies
Missouri
$310K -$60.4K -996 -16%