SO icon

Southern Company

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
601
Parasol Investment Management
Illinois
$608K +$80.4K +1,840 +15%
HW
602
Hancock Whitney
Mississippi
$607K +$31K +710 +5%
SDJVC
603
St. Denis J. Villere & Co
Louisiana
$605K
PWLP
604
Prio Wealth Limited Partnership
Massachusetts
$602K
SCM
605
Schnieders Capital Management
California
$589K -$34.9K -800 -6%
SL
606
Summitry LLC
California
$587K
DCM
607
Donaldson Capital Management
Indiana
$583K -$227K -5,187 -28%
SBH
608
Segall Bryant & Hamill
Illinois
$583K +$40.4K +925 +7%
AWA
609
AmeriServ Wealth Advisors
Pennsylvania
$573K -$32.9K -753 -5%
CIC
610
Carnegie Investment Counsel
Ohio
$570K -$13.3K -304 -2%
AWA
611
ARS Wealth Advisors
Florida
$567K -$28.4K -650 -5%
SC
612
Savant Capital
Illinois
$559K -$13.1K -300 -2%
CT
613
Cambridge Trust
Massachusetts
$557K -$29.1K -666 -5%
PL
614
Perpetual Ltd
Australia
$556K -$65.5K -1,500 -11%
MCMT
615
Moon Capital Management (Tennessee)
Tennessee
$547K -$32.7K -750 -6%
MYAM
616
Meiji Yasuda Asset Management
Japan
$545K -$13.1K -300 -2%
EWM
617
Evercore Wealth Management
New York
$544K -$43.6K -1,000 -7%
BT
618
Beacon Trust
New Jersey
$542K +$79.4K +1,820 +17%
SMC
619
Smith, Moore & Co
Missouri
$540K +$33.8K +775 +7%
OL
620
Orbitronix LP
California
$533K +$533K +12,200 New
NL
621
NWAM LLC
Washington
$532K +$211K +4,822 +66%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$531K +$11.4K +260 +2%
BO
623
Bank OZK
Arkansas
$527K -$29.7K -682 -5%
AIA
624
Alerus Investment Advisors
Minnesota
$525K +$148K +3,387 +39%
CA
625
Cornerstone Advisors
North Carolina
$524K