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Southern Company

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$740K +$660K +14,262 +828%
ATC
627
Adirondack Trust Company
New York
$738K -$4.63K -100 -0.6%
VAM
628
Verity Asset Management
North Carolina
$736K +$84.3K +1,820 +13%
AP
629
Advisor Partners
California
$733K +$28.3K +612 +4%
MA
630
Montag & Associates
Georgia
$727K +$11.8K +255 +2%
SWM
631
SeaCrest Wealth Management
New York
$726K +$6.53K +141 +0.9%
PTC
632
Private Trust Company
Ohio
$724K -$27.4K -593 -4%
DAS
633
Dynamic Advisor Solutions
Arizona
$719K +$18K +389 +3%
FCFS
634
First Command Financial Services
Texas
$717K +$440K +9,497 +159%
FCB
635
First Command Bank
Texas
$717K +$440K +9,503 +159%
PAM
636
Premier Asset Management
Illinois
$711K +$157K +3,400 +28%
AW
637
ACG Wealth
Georgia
$709K -$150K -3,240 -17%
FNBOO
638
First National Bank of Omaha
Nebraska
$708K +$13.4K +290 +2%
Victory Capital Management
639
Victory Capital Management
Texas
$706K -$14.6K -316 -2%
MSS
640
Mitchell Sinkler & Starr
Pennsylvania
$705K +$12.7K +275 +2%
CCG
641
Chatham Capital Group
Georgia
$705K +$32.8K +708 +5%
MCM
642
McMillion Capital Management
North Carolina
$700K -$23.3K -504 -3%
BFO
643
Biltmore Family Office
North Carolina
$695K
CSIC
644
Clifford Swan Investment Counsel
California
$694K +$30.8K +666 +5%
BI
645
Boulegeris Investments
Georgia
$693K +$76.2K +1,645 +12%
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$688K +$36.7K +792 +6%
BHWM
647
Bar Harbor Wealth Management
New Hampshire
$681K -$18.5K -399 -3%
SC
648
Savant Capital
Illinois
$673K +$10.3K +222 +2%
VFA
649
Valeo Financial Advisors
Indiana
$667K +$155K +3,337 +30%
PTC
650
Philadelphia Trust Company
Pennsylvania
$666K -$7.73K -167 -1%