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Southern Company

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
526
Ipswich Investment Management
Massachusetts
$966K -$4.39K -100 -0.5%
EWM
527
Evercore Wealth Management
New York
$961K -$80.1K -1,823 -8%
FMBTD
528
First Midwest Bank Trust Division
Illinois
$958K -$70.2K -1,600 -7%
GAMC
529
Garner Asset Management Corp
Texas
$940K +$4.39K +100 +0.5%
RIL
530
Rothschild Investment LLC
Illinois
$938K -$11K -250 -1%
OWA
531
Outlook Wealth Advisors
Texas
$936K +$936K +2,131 New
TMAM
532
Tokio Marine Asset Management
Japan
$930K +$3.38K +77 +0.4%
JWS
533
Juncture Wealth Strategies
Arizona
$906K -$127K -2,900 -12%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$904K +$25.3K +576 +3%
KIA
535
KCM Investment Advisors
California
$902K -$52.7K -1,200 -6%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$894K +$52.5K +1,195 +6%
ACA
537
Aptus Capital Advisors
Alabama
$890K +$890K +20,278 New
SSWM
538
Sheets Smith Wealth Management
North Carolina
$886K +$72.1K +1,642 +9%
SGAM
539
Steinberg Global Asset Management
Florida
$882K -$8.79K -200 -1%
LS
540
Livforsakringsbolaget Skandia
Sweden
$882K
SA
541
SRH Advisors
Kansas
$879K
FMTC
542
Farmers & Merchants Trust Company
California
$879K +$879K +20,028 New
AIMCA
543
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$878K -$2.07M -47,200 -70%
RCA
544
Rowland Carmichael Advisors
Arizona
$865K -$12.1K -276 -1%
AA
545
Ancora Advisors
Ohio
$862K -$1.36K -31 -0.2%
HWA
546
HHM Wealth Advisors
Tennessee
$861K +$861K +19,607 New
B
547
Barings
North Carolina
$859K -$1.36M -30,900 -61%
CIA
548
CSat Investment Advisory
Michigan
$857K +$84.3K +1,920 +11%
EFS
549
Essex Financial Services
Connecticut
$855K -$275K -6,263 -24%
OIA
550
Optimum Investment Advisors
Illinois
$853K -$11.6K -263 -1%