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Southern Company

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
226
Perkins Investment Management
Illinois
$5.99M +$5.99M +132,076 New
Truist Financial
227
Truist Financial
North Carolina
$5.97M -$105K -2,306 -2%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$5.93M +$228K +5,022 +4%
LS
229
Livforsakringsbolaget Skandia
Sweden
$5.83M
AMIM
230
Aull & Monroe Investment Management
Alabama
$5.81M -$79.2K -1,744 -1%
SAC
231
Smith Affiliated Capital
New York
$5.8M
Creative Planning
232
Creative Planning
Kansas
$5.72M -$182K -4,019 -3%
B
233
Baird
Wisconsin
$5.65M -$708K -15,606 -11%
GIA
234
Gateway Investment Advisers
Ohio
$5.63M +$686K +15,115 +14%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$5.54M -$1.23K -27 -0%
WAM
236
World Asset Management
Michigan
$5.53M -$87.8K -1,934 -2%
VanEck Associates
237
VanEck Associates
New York
$5.51M +$403K +8,881 +8%
QI
238
QS Investors
New York
$5.47M -$108K -2,374 -2%
SI
239
Stephens Inc
Arkansas
$5.47M -$113K -2,493 -2%
OH
240
Orbis Holdings
Bermuda
$5.45M +$1.78M +39,208 +48%
RJT
241
Raymond James Trust
Florida
$5.44M +$133K +2,922 +2%
ABC
242
Associated Banc-Corp
Wisconsin
$5.37M +$156K +3,445 +3%
UCFA
243
United Capital Financial Advisors
Texas
$5.36M -$32K -706 -0.6%
BCM
244
Brookmont Capital Management
Texas
$5.35M +$518K +11,405 +11%
NPA
245
Nichols & Pratt Advisers
Massachusetts
$5.35M +$245K +5,400 +5%
CIC
246
Crawford Investment Counsel
Georgia
$5.34M +$757K +16,684 +17%
TU
247
TDAM USA
Ontario, Canada
$5.34M -$567K -12,486 -10%
ACM
248
Argent Capital Management
Missouri
$5.29M +$17.9K +395 +0.3%
MME
249
Meag Munich Ergo
Germany
$5.25M +$2.23M +49,361 +74%
NMERB
250
New Mexico Educational Retirement Board
New Mexico
$5.23M