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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 %
BC
1301
Burleson & Co
California
$133K -$4.75K -77 -3%
Acadian Asset Management
1302
Acadian Asset Management
Massachusetts
$132K -$284K -4,596 -68%
WT
1303
Whittier Trust
California
$132K +$12.4K +200 +10%
CIR
1304
Clear Investment Research
Georgia
$130K
TFO
1305
Tarbox Family Office
California
$127K
MCM
1306
Manchester Capital Management
Vermont
$125K -$14.4K -232 -10%
CC
1307
Corsicana & Co
Texas
$124K
WPA
1308
West Paces Advisors
Georgia
$124K +$14.2K +229 +13%
BWM
1309
Baystate Wealth Management
Massachusetts
$123K +$373 +6 +0.3%
ST
1310
Smithfield Trust
Pennsylvania
$122K -$59.5K -956 -33%
PCG
1311
Private Capital Group
Connecticut
$122K +$5.03K +81 +4%
PG
1312
Proffitt & Goodson
Tennessee
$121K +$2.17K +35 +2%
SNT
1313
Security National Trust
West Virginia
$120K
PMFA
1314
Plante Moran Financial Advisors
Michigan
$118K +$116K +1,870 +6,448%
EBA
1315
Eagle Bay Advisors
New York
$117K +$46.3K +745 +65%
BIP
1316
Blueprint Investment Partners
North Carolina
$117K +$117K +1,885 New
WAM
1317
Wolverine Asset Management
Illinois
$111K -$44.3K -717 -29%
HWMA
1318
Heritage Wealth Management (Arizona)
Arizona
$108K -$123 -2 -0.1%
JWA
1319
JFS Wealth Advisors
Pennsylvania
$108K +$82.2K +1,322 +318%
LB
1320
Legacy Bridge
Iowa
$107K
SCM
1321
Silvant Capital Management
Georgia
$107K
TFM
1322
TFC Financial Management
Massachusetts
$107K
JGIA
1323
Jackson Grant Investment Advisers
Connecticut
$107K +$991 +16 +0.9%
MIFH
1324
Migdal Insurance & Financial Holdings
Israel
$107K +$18.8K +305 +21%
COCM
1325
Charter Oak Capital Management
New Hampshire
$104K