SO icon

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 %
CFA
1251
Capstone Financial Advisors
Illinois
$210K +$210K +3,384 New
OFG
1252
OmniStar Financial Group
North Carolina
$209K +$209K +3,373 New
CFFP
1253
Center for Financial Planning
Michigan
$208K
WFA
1254
Websterrogers Financial Advisors
South Carolina
$208K
UWM
1255
USAdvisors Wealth Management
Minnesota
$208K +$208K +3,351 New
DDC
1256
DF Dent & Co
Maryland
$207K
PG
1257
Patten Group
Tennessee
$206K
CA
1258
Cornerstone Advisory
Maryland
$206K
WAM
1259
WealthTrust Asset Management
Florida
$206K +$206K +3,328 New
WRM
1260
Weybosset Research & Management
Rhode Island
$205K
RHBC
1261
R.H. Bluestein & Co
Michigan
$205K +$205K +3,300 New
SCA
1262
Strategic Capital Advisers
Colorado
$205K +$205K +3,300 New
EGWAG
1263
Elwood & Goetz Wealth Advisory Group
Georgia
$205K +$205K +3,303 New
SAM
1264
Secure Asset Management
Michigan
$204K -$6.64K -107 -3%
BFPW
1265
BOK Financial Private Wealth
Colorado
$204K +$204K +3,296 New
AG
1266
AlphaSimPlex Group
Massachusetts
$203K -$144K -2,319 -41%
P
1267
Pitcairn
Pennsylvania
$203K +$203K +3,272 New
WMA
1268
Wealth Management Associates
New Jersey
$201K +$201K +3,250 New
FFA
1269
Freedman Financial Associates
Massachusetts
$201K -$6.2K -100 -3%
CFS
1270
CRA Financial Services
New Jersey
$201K +$201K +3,237 New
MFG
1271
MidWestOne Financial Group
Iowa
$201K +$201K +3,250 New
JWM
1272
Janiczek Wealth Management
Colorado
$194K +$497 +8 +0.3%
LWA
1273
Lenox Wealth Advisors
New York
$193K +$10.1K +163 +6%
LAS
1274
Lloyd Advisory Services
Georgia
$187K -$7.02K -113 -4%
AA
1275
AlphaMark Advisors
Kentucky
$186K