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Southern Company

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
701
Smith Hayes Advisers
Nebraska
$627K +$53.6K +1,035 +9%
ASC
702
Atalanta Sosnoff Capital
New York
$627K +$627K +12,120 New
CGT
703
Capital Guardian Trust
California
$623K -$305K -5,900 -33%
NAMA
704
Nikko Asset Management Americas
New York
$620K +$359K +7,000 +137%
ISB
705
Iowa State Bank
Iowa
$617K -$11.1K -215 -2%
MLIC
706
Mandatum Life Insurance Company
Finland
$616K +$249K +4,811 +68%
NC
707
NewSquare Capital
Pennsylvania
$616K +$616K +11,899 New
WAM
708
Weatherly Asset Management
California
$613K
CSIC
709
Clifford Swan Investment Counsel
California
$612K -$67.3K -1,300 -10%
C
710
CFO4Life
Texas
$611K +$31.2K +604 +5%
PL
711
Parkwood LLC
Ohio
$603K +$88.8K +1,716 +17%
SI
712
SII Investments
Wisconsin
$598K +$80.9K +1,572 +16%
HCM
713
Hollencrest Capital Management
California
$597K -$4.29K -83 -0.7%
BBNB
714
Baker Boyer National Bank
Washington
$596K
TC
715
Telemus Capital
Michigan
$595K +$595K +11,500 New
Connor, Clark & Lunn Investment Management (CC&L)
716
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$595K +$595K +11,500 New
SSWM
717
Sheets Smith Wealth Management
North Carolina
$590K -$29.6K -572 -5%
PAM
718
Palisade Asset Management
Minnesota
$590K
PWLP
719
Prio Wealth Limited Partnership
Massachusetts
$582K -$7.76K -150 -1%
SCM
720
Shelton Capital Management
Colorado
$581K -$64.1K -1,240 -10%
HVIA
721
Hudson Valley Investment Advisors
New York
$580K
HAG
722
HighPoint Advisor Group
Illinois
$579K -$43.5K -884 -7%
SGCA
723
Steel Grove Capital Advisors
Tennessee
$579K
SW
724
SVB Wealth
Massachusetts
$576K -$90.9K -1,757 -14%
DCM
725
Donaldson Capital Management
Indiana
$571K -$70.6K -1,363 -11%