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Southern Company

1,481 hedge funds and large institutions have $39.1B invested in Southern Company in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 598 increasing their positions, 519 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
-17
Holders Change %
-1.13%
% of All Funds
26.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
93
Increased
598
Reduced
519
Closed
86
Calls
$217M
Puts
$267M
Net Calls
-$50.5M
Net Calls Change
-$81.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
1176
Financial Management Professionals
Texas
$254K
PFT
1177
Providence First Trust
Arizona
$253K
AWE
1178
Avidian Wealth Enterprises
Texas
$253K +$253K +4,080 New
CFG
1179
Cooper Financial Group
California
$253K +$253K +4,082 New
LOPW
1180
Live Oak Private Wealth
North Carolina
$253K +$253K +4,090 New
MWM
1181
Modera Wealth Management
New Jersey
$252K +$25.9K +418 +11%
PIM
1182
Penobscot Investment Management
Massachusetts
$251K
WP
1183
WMS Partners
Maryland
$250K +$62 +1 +0%
FWM
1184
FSA Wealth Management
Massachusetts
$250K +$31K +500 +14%
SA
1185
Strategic Advisors
New York
$249K -$13.1K -211 -5%
FA
1186
Fagan Associates
New York
$249K -$3.73K -60 -1%
JIC
1187
Joel Isaacson & Co
New York
$249K
YIA
1188
YHB Investment Advisors
Connecticut
$249K
PAM
1189
Peak Asset Management
Colorado
$249K
BL
1190
Balentine LLC
Georgia
$249K +$249K +4,022 New
AOWM
1191
Alpha Omega Wealth Management
Virginia
$248K -$2.24K -36 -0.9%
LI
1192
Lafayette Investments
Maryland
$248K
RCM
1193
RNC Capital Management
California
$247K -$32.4K -523 -12%
ACP
1194
Arcus Capital Partners
Georgia
$245K +$2.36K +38 +1%
AI
1195
AXS Investments
New York
$245K +$245K +3,954 New
GJIC
1196
Gamble Jones Investment Counsel
California
$244K
FCA
1197
FLC Capital Advisors
California
$244K
BLAM
1198
Bourne Lent Asset Management
New York
$244K
GWCM
1199
Godshalk Welsh Capital Management
Pennsylvania
$243K
BMO
1200
Beck Mack & Oliver
New York
$242K -$124K -2,000 -34%