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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 %
JWM
1276
Janiczek Wealth Management
Colorado
$194K
AIM
1277
Acropolis Investment Management
Missouri
$194K +$4.16K +67 +2%
SIS
1278
Sound Income Strategies
Florida
$192K -$7.71K -124 -4%
AA
1279
AlphaMark Advisors
Kentucky
$192K
PI
1280
PineBridge Investments
New York
$183K -$4.45M -71,746 -96%
ST
1281
Smithfield Trust
Pennsylvania
$182K -$41.8K -670 -19%
CMA
1282
Cedar Mountain Advisors
Oregon
$178K +$1.86K +30 +1%
BCA
1283
Berman Capital Advisors
Georgia
$172K +$8.96K +145 +5%
PFGIA
1284
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$107K +1,732 +181%
FPS
1285
Fieldpoint Private Securities
Connecticut
$166K +$1.06K +17 +0.6%
DAC
1286
Dividend Assets Capital
South Carolina
$161K -$54.7K -878 -25%
CSPIA
1287
Cary Street Partners Investment Advisory
Virginia
$158K -$34.3K -4,564 -18%
MHR
1288
Matthew Hamilton Rosenberg
$156K +$9.31K +150 +6%
SQA
1289
Simon Quick Advisors
New Jersey
$156K +$125K +2,025 +405%
RE
1290
RBC Europe
United Kingdom
$152K
HS
1291
Horan Securities
United States
$151K
EIM
1292
Essex Investment Management
Massachusetts
$149K
WP
1293
WealthShield Partners
North Carolina
$148K +$148K +2,378 New
BWM
1294
BerganKDV Wealth Management
Minnesota
$144K +$124 +2 +0.1%
CWA
1295
Clearview Wealth Advisors
Oregon
$143K +$4.97K +80 +4%
TF
1296
Tompkins Financial
New York
$139K
PP
1297
PrairieView Partners
Minnesota
$138K
BC
1298
Burleson & Co
California
$138K +$138K +2,213 New
IFA
1299
Interactive Financial Advisors
Illinois
$137K
AW
1300
Avion Wealth
Texas
$135K -$6.23K -100 -4%