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Southern Company

1,317 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 493 increasing their positions, 491 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+45
Holders Change %
+3.54%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
104
Increased
493
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
726
SRH Advisors
Kansas
$687K
SFG
727
Summit Financial Group
West Virginia
$686K +$47.8K +774 +7%
PWP
728
Principle Wealth Partners
Connecticut
$685K +$30K +485 +5%
Fisher Asset Management
729
Fisher Asset Management
Washington
$683K +$110K +1,774 +19%
SCM
730
Shelton Capital Management
Colorado
$674K
M
731
MOTCO
Texas
$671K -$61.3K -992 -8%
CTA
732
Chesley Taft & Associates
Illinois
$669K +$5.38K +87 +0.8%
H
733
HoyleCohen
California
$665K -$77.2K -1,250 -10%
DIM
734
DC Investments Management
Virginia
$663K -$43.9K -710 -6%
PL
735
Perpetual Ltd
Australia
$660K
CCP
736
Clarkston Capital Partners
Michigan
$653K
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$653K +$46.3K +750 +8%
MSFP
738
Mark Sheptoff Financial Planning
Connecticut
$653K +$238K +3,850 +57%
SIG
739
Schaller Investment Group
North Carolina
$652K
BIA
740
BHK Investment Advisors
Alabama
$651K
RCAG
741
Rehmann Capital Advisory Group
Michigan
$647K -$148K -2,390 -19%
Jones Financial Companies
742
Jones Financial Companies
Missouri
$646K +$185K +2,989 +40%
SC
743
Scotia Capital
Ontario, Canada
$645K -$3.89K -63 -0.6%
SJIM
744
St. Johns Investment Management
Florida
$643K -$10.4K -168 -2%
FNBT
745
FineMark National Bank & Trust
Florida
$638K +$17.6K +285 +3%
FFN
746
Focus Financial Network
Minnesota
$636K +$2.35K +38 +0.4%
WEC
747
Winslow Evans & Crocker
Massachusetts
$632K -$4.58K -74 -0.7%
GC
748
Grimes & Company
Massachusetts
$624K
MWM
749
Marietta Wealth Management
Georgia
$620K -$20.5K -332 -3%
AA
750
Advisory Alpha
Michigan
$619K +$619K +9,997 New