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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 %
IIC
1226
Ironwood Investment Counsel
Arizona
$223K +$52.7K +1,063 +31%
WMA
1227
Wealth Management Associates
New Jersey
$223K
HWA
1228
Heritage Wealth Advisors
Virginia
$222K -$20.4K -328 -8%
SCM
1229
Salem Capital Management
Massachusetts
$221K
AWMT
1230
AAFMAA Wealth Management & Trust
North Carolina
$221K
WPW
1231
Waldron Private Wealth
Pennsylvania
$220K -$24.9K -401 -10%
IAMOG
1232
Investors Asset Management of Georgia
Georgia
$220K
FWM
1233
FSA Wealth Management
Massachusetts
$219K -$6.82K -110 -3%
WI
1234
Wedgewood Investors
Pennsylvania
$218K -$15.6K -250 -7%
SLT
1235
St Louis Trust
Missouri
$218K +$218K +3,500 New
FCBT
1236
First Citizens Bank & Trust
North Carolina
$218K +$218K +3,508 New
NAS
1237
Nicolet Advisory Services
Wisconsin
$217K -$15.9K -255 -7%
VCWA
1238
Vanguard Capital Wealth Advisors
Colorado
$216K +$216K +3,442 New
EFSCE
1239
Enterprise Financial Services Corp (EFSC)
Missouri
$216K +$2.62K +42 +1%
GIA
1240
GHP Investment Advisors
Colorado
$215K +$215K +3,452 New
TCM
1241
Tufton Capital Management
Maryland
$214K -$43.4K -700 -17%
GWCM
1242
Godshalk Welsh Capital Management
Pennsylvania
$214K
CWM
1243
Campbell Wealth Management
Virginia
$213K +$5.04K +81 +2%
HCM
1244
Hodges Capital Management
Texas
$212K -$31.1K -500 -13%
EGWAG
1245
Elwood & Goetz Wealth Advisory Group
Georgia
$212K +$212K +3,408 New
PCP
1246
Proficio Capital Partners
Massachusetts
$211K -$31.3K -505 -13%
WCM
1247
WealthBridge Capital Management
Ohio
$211K +$2.85K +46 +1%
OAM
1248
Oppenheimer Asset Management
New York
$211K +$7.14K +115 +4%
GGI
1249
Godsey & Gibb Inc
Virginia
$209K -$19.6K -315 -9%
CFFP
1250
Center for Financial Planning
Michigan
$209K +$43.5K +700 +26%