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Southern Company

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$617K -$55.1K -1,120 -8%
FDS
702
First Dallas Securities
Texas
$617K +$49 +1 +0%
ABTD
703
Arvest Bank Trust Division
Oklahoma
$610K +$100K +2,034 +20%
PFS
704
Physicians Financial Services
North Carolina
$602K
BMO
705
Beck Mack & Oliver
New York
$600K
BBNB
706
Baker Boyer National Bank
Washington
$597K
RMA
707
Roffman Miller Associates
Pennsylvania
$596K
RP
708
Rowlandmiller & Partners
Georgia
$586K +$1.18K +24 +0.2%
VanEck Associates
709
VanEck Associates
New York
$584K -$27.1K -552 -4%
GLA
710
Good Life Advisors
Pennsylvania
$583K -$14.5K -294 -2%
EWM
711
Evercore Wealth Management
New York
$582K -$40.5K -825 -7%
BA
712
Boston Advisors
Massachusetts
$577K +$196 +4 +0%
SCCM
713
Schafer Cullen Capital Management
New York
$576K
SW
714
SVB Wealth
Massachusetts
$576K +$6.1K +124 +1%
BTW
715
Boston Trust Walden
Massachusetts
$575K
CT
716
Clearstead Trust
Maine
$574K -$41.5K -846 -7%
AIP
717
Ahrens Investment Partners
Louisiana
$568K -$168K -3,412 -23%
PL
718
Perpetual Ltd
Australia
$567K
Lido Advisors
719
Lido Advisors
California
$567K +$46.3K +888 +9%
PAG
720
Pinnacle Advisory Group
Maryland
$565K -$24.6K -500 -4%
GAMC
721
Garner Asset Management Corp
Texas
$563K +$4.92K +100 +0.9%
LOAME
722
Lombard Odier Asset Management (Europe)
United Kingdom
$555K
Mirae Asset Global Investments
723
Mirae Asset Global Investments
South Korea
$552K -$79.7K -1,621 -13%
SCM
724
Shelton Capital Management
Colorado
$552K
CBT
725
Capital Bank & Trust
California
$551K