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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 %
AIM
1276
Acropolis Investment Management
Missouri
$185K -$4.43K -73 -2%
LWCFA
1277
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K
MA
1278
MCF Advisors
Kentucky
$184K +$2.24K +36 +1%
TC
1279
Truvestments Capital
Florida
$182K +$124 +2 +0.1%
BWM
1280
BerganKDV Wealth Management
Minnesota
$181K +$62 +1 +0%
CMA
1281
Cedar Mountain Advisors
Oregon
$181K +$1.73K +28 +1%
FPS
1282
Fieldpoint Private Securities
Connecticut
$175K +$9.73K +157 +6%
PFGIA
1283
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$6.25K +101 +4%
TFA
1284
Toth Financial Advisory
Virginia
$172K +$34.4K +554 +25%
CWC
1285
Carolinas Wealth Consulting
North Carolina
$166K +$435 +7 +0.3%
NFSG
1286
Newbridge Financial Services Group
Florida
$165K -$62.1K -1,001 -27%
WQ
1287
Wealth Quarterback
New Jersey
$165K +$120K +7,496 +271%
DAC
1288
Dividend Assets Capital
South Carolina
$160K
MHR
1289
Matthew Hamilton Rosenberg
$156K
EWM
1290
Evermay Wealth Management
Virginia
$154K -$19.8K -320 -11%
CI
1291
CX Institutional
Indiana
$150K +$32.9K +530 +28%
EIM
1292
Essex Investment Management
Massachusetts
$149K
LWM
1293
Liberty Wealth Management
California
$144K +$72.8K +1,159 +102%
CWA
1294
Clearview Wealth Advisors
Oregon
$142K +$1.24K +20 +0.9%
PP
1295
PrairieView Partners
Minnesota
$138K
TF
1296
Tompkins Financial
New York
$138K +$138K +2,230 New
IFA
1297
Interactive Financial Advisors
Illinois
$137K
FMB
1298
Field & Main Bank
Kentucky
$137K +$22.4K +360 +20%
RCG
1299
Rock Creek Group
District of Columbia
$134K -$103K -1,664 -43%
AW
1300
Avion Wealth
Texas
$134K -$6.19K -100 -4%