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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 %
CIR
1301
Clear Investment Research
Georgia
$130K
CFO
1302
CVA Family Office
Colorado
$130K +$71.8K +1,155 +124%
TFO
1303
Tarbox Family Office
California
$127K
MCM
1304
Manchester Capital Management
Vermont
$125K +$12.4K +200 +11%
HWMA
1305
Heritage Wealth Management (Arizona)
Arizona
$124K +$124K +1,989 New
WT
1306
Whittier Trust
California
$120K -$17.7K -283 -13%
PCG
1307
Private Capital Group
Connecticut
$119K -$72.7K -1,169 -38%
PG
1308
Proffitt & Goodson
Tennessee
$119K
TFA
1309
Toth Financial Advisory
Virginia
$119K +$12.7K +204 +12%
SIM
1310
Sonora Investment Management
Arizona
$115K -$1.31K -21 -1%
AssetMark Inc
1311
AssetMark Inc
California
$111K +$20.6K +332 +23%
SNT
1312
Security National Trust
West Virginia
$110K -$37.2K -600 -25%
TFM
1313
TFC Financial Management
Massachusetts
$107K
SCM
1314
Silvant Capital Management
Georgia
$107K
LB
1315
Legacy Bridge
Iowa
$107K +$26.1K +420 +32%
WPA
1316
West Paces Advisors
Georgia
$107K
CCA
1317
Column Capital Advisors
Indiana
$106K -$62 -1 -0.1%
HFA
1318
Hoover Financial Advisors
Pennsylvania
$106K +$198 +3 +0.2%
MLFP
1319
MPS Loria Financial Planners
Illinois
$106K +$1.24K +20 +1%
NSB
1320
Norway Savings Bank
Maine
$105K
JGIA
1321
Jackson Grant Investment Advisers
Connecticut
$105K +$1.12K +18 +1%
FDCDDQ
1322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K
COCM
1323
Charter Oak Capital Management
New Hampshire
$104K
CI
1324
CX Institutional
Indiana
$104K +$11.9K +192 +13%
AWM
1325
Accel Wealth Management
Iowa
$103K +$4.12K +66 +4%