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Southern Company

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
QSS
751
Quantitative Systematic Strategies
Florida
$528K +$528K +10,152 New
SCM
752
Shelton Capital Management
Colorado
$527K -$113K -2,198 -18%
MIM
753
Marco Investment Management
Georgia
$526K -$105K -2,040 -17%
TCM
754
Texan Capital Management
Texas
$525K
CTA
755
Chesley Taft & Associates
Illinois
$525K +$2.56K +50 +0.5%
PIM
756
Penobscot Investment Management
Massachusetts
$525K +$25.6K +500 +5%
CCA
757
Checchi Capital Advisers
California
$517K +$56.8K +1,108 +12%
LIM
758
Lathrop Investment Management
Arkansas
$514K +$263K +5,015 +104%
PL
759
Parkwood LLC
Ohio
$510K
MWAC
760
Mariner Wealth Advisors (Cincinnati)
Ohio
$505K -$2.29M -44,618 -82%
FC
761
Forte Capital
New York
$504K -$16.4K -320 -3%
BO
762
Bank OZK
Arkansas
$500K -$25.6K -500 -5%
IPC
763
Independent Portfolio Consultants
Florida
$500K +$158K +3,085 +46%
Lido Advisors
764
Lido Advisors
California
$495K +$230K +4,493 +87%
SI
765
SII Investments
Wisconsin
$494K -$240K -4,695 -33%
MC
766
Middleton & Co
Massachusetts
$494K -$199K -3,887 -29%
BBHC
767
Brown Brothers Harriman & Co
New York
$494K -$6.42K -125 -1%
Fisher Asset Management
768
Fisher Asset Management
Washington
$494K +$73.6K +1,435 +18%
PPSG
769
Princeton Portfolio Strategies Group
New Jersey
$493K -$17.5K -341 -3%
GA
770
Geneva Advisors
Illinois
$492K +$86.4K +1,685 +21%
OPCM
771
Osborne Partners Capital Management
California
$488K -$12.8K -250 -3%
ST
772
Spot Trading
Illinois
$487K +$487K +9,500 New
RIA
773
Regal Investment Advisors
Michigan
$486K +$4.15K +81 +0.9%
BRWA
774
B. Riley Wealth Advisors
Florida
$484K -$38.6K -752 -7%
MMG
775
Monetary Management Group
Missouri
$476K