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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 %
WLPWM
1426
Walled Lake Planning & Wealth Management
Illinois
$15K
RWG
1427
Regal Wealth Group
California
$15K +$181 +3 +1%
MWP
1428
Meridian Wealth Partners
Pennsylvania
$14K -$7K -111 -33%
HCM
1429
Highlander Capital Management
New Jersey
$14K
CCM
1430
Cribstone Capital Management
Maine
$14K
CIA
1431
CSat Investment Advisory
Michigan
$13K +$3.24K +54 +33%
KFS
1432
Kelly Financial Services
Massachusetts
$12.8K +$12.8K +206 New
TFGT
1433
TS Financial Group (TSFG)
Illinois
$12K -$2.04K -34 -15%
SMG
1434
Spectrum Management Group
Indiana
$12K
GAM
1435
Gemmer Asset Management
California
$12K
RTC
1436
Riverview Trust Company
Washington
$12K
CFN
1437
Cordasco Financial Network
Florida
$12K
BAMG
1438
Brand Asset Management Group
Missouri
$11K -$11K -169 -50%
BCM
1439
Bourgeon Capital Management
Connecticut
$11K
WR
1440
WD Rutherford
Oregon
$11K
APWM
1441
Atlas Private Wealth Management
New York
$11K +$4.75K +76 +76%
WCM
1442
Wealthcare Capital Management
Virginia
$11K +$11K +169 New
SL
1443
Savior LLC
Massachusetts
$10K
RA
1444
Resolute Advisors
California
$10K +$10K +200 New
SC
1445
Steph & Co
Wisconsin
$9K
CAM
1446
CenterStar Asset Management
Illinois
$9K
CB
1447
CNB Bank
Pennsylvania
$9K
Nisa Investment Advisors
1448
Nisa Investment Advisors
Missouri
$8.48K -$17.1K -274,631 -67%
WCMN
1449
Westchester Capital Management (Nebraska)
Nebraska
$8K -$15.9K -266 -67%
SGAM
1450
Smith Group Asset Management
Texas
$8K