SO icon

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 %
PIMG
1101
Patriot Investment Management Group
Tennessee
$310K -$363 -6 -0.1%
HIC
1102
Hartline Investment Corp
Illinois
$310K
NIM
1103
NuWave Investment Management
New Jersey
$309K +$309K +5,099 New
LGA
1104
Lebenthal Global Advisors
New York
$307K
EWM
1105
Elmwood Wealth Management
California
$305K
MOS
1106
MGO One Seven
Ohio
$305K +$58.8K +972 +24%
XWM
1107
Xcel Wealth Management
Florida
$304K +$2.06K +34 +0.7%
FMT
1108
First Mercantile Trust
Tennessee
$304K +$304K +5,030 New
CP
1109
Camelot Portfolios
Ohio
$303K -$286K -4,718 -49%
ICA
1110
Infrastructure Capital Advisors
New York
$303K +$303K +5,001 New
WWM
1111
Wiser Wealth Management
Georgia
$301K -$24.6K -407 -8%
AFWM
1112
AMJ Financial Wealth Management
Virginia
$301K
SIC
1113
Sigma Investment Counselors
Michigan
$300K +$666 +11 +0.2%
CCM
1114
Compton Capital Management
Rhode Island
$299K
CT
1115
Coastline Trust
Rhode Island
$298K +$9.36K +155 +3%
CGH
1116
CMG Global Holdings
Texas
$298K +$12.1K +200 +4%
WANY
1117
Wealthspire Advisors (New York)
New York
$297K -$1.51M -24,995 -84%
RMDI
1118
R.M. Davis Inc
Maine
$297K +$9.67K +160 +3%
CCFM
1119
Clear Creek Financial Management
Washington
$297K +$297K +4,904 New
CCM
1120
Coldstream Capital Management
Washington
$296K +$14.4K +239 +5%
IFWM
1121
Institute for Wealth Management
Colorado
$294K -$1.39K -23 -0.5%
FC
1122
Fusion Capital
South Carolina
$293K +$14.8K +245 +5%
WA
1123
WealthTrust Axiom
Pennsylvania
$292K
FHC
1124
First Heartland Consultants
Missouri
$289K +$20.4K +337 +8%
PFM
1125
Parsec Financial Management
North Carolina
$288K -$9.09K -150 -3%