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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 %
TVWM
1451
Tower View Wealth Management
Wisconsin
$8K +$125 +2 +2%
BSG
1452
Black Swift Group
Colorado
$8K +$8K +125 New
SFSIG
1453
San Francisco Sentry Investment Group
California
$7K -$5.34K -87 -43%
BAM
1454
Barrett Asset Management
New York
$6K
WAS
1455
Winch Advisory Services
Wisconsin
$6K +$62 +1 +1%
APWA
1456
Atlas Private Wealth Advisors
New Jersey
$6K +$6K +100 New
KFP
1457
KB Financial Partners
New Jersey
$6K +$6K +102 New
RCA
1458
Ranch Capital Advisors
Florida
$5K
BMD
1459
Better Money Decisions
New Mexico
$5K +$5K +73 New
JWA
1460
JFS Wealth Advisors
Pennsylvania
$4K -$12.2K -202 -75%
AWM
1461
Avior Wealth Management
Nebraska
$4K +$57 +1 +1%
TIM
1462
Tortoise Investment Management
New York
$4K +$4K +65 New
SWM
1463
Sugarloaf Wealth Management
Georgia
$3.17K +$5 +87 +0.2%
FP
1464
Fiduciary Planning
Florida
$3K -$1.48M -23,753 -100%
TLFA
1465
True Link Financial Advisors
California
$3K
DWMG
1466
DB Wealth Management Group
California
$3K
HI
1467
Hudock Inc
Pennsylvania
$3K +$55 +1 +2%
SFO
1468
Standard Family Office
South Dakota
$3K +$1K +17 +50%
KFI
1469
Key Financial Inc
Pennsylvania
$3K +$3K +43 New
PMFA
1470
Plante Moran Financial Advisors
Michigan
$2K -$398K -5,375 -100%
CAM
1471
Costello Asset Management
Pennsylvania
$2K
GAM
1472
Grandview Asset Management
Pennsylvania
$2K +$2K +37 New
AP
1473
Arlington Partners
Alabama
$2K +$2K +37 New
BBHC
1474
Brown Brothers Harriman & Co
New York
$1.48K -$50 -798 -3%
Fidelity International
1475
Fidelity International
Bermuda
$1K