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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 %
AT
776
Arden Trust
Delaware
$408K -$51.6K -1,116 -11%
THWM
777
Taylor Hoffman Wealth Management
Virginia
$407K -$18.4K -397 -4%
MCWS
778
McKinley Carter Wealth Services
West Virginia
$407K +$178K +3,859 +78%
AB
779
Atlas Brown
Kentucky
$403K +$1.8K +38 +0.4%
CCA
780
Checchi Capital Advisers
California
$400K +$925 +20 +0.2%
BTNA
781
Bremer Trust National Association
Minnesota
$396K -$9.11K -197 -2%
AF
782
Advisornet Financial
Minnesota
$395K -$14.2K -306 -3%
CAC
783
Certified Advisory Corp
Florida
$393K +$46 +1 +0%
MAA
784
Mraz Amerine & Associates
California
$392K -$648 -14 -0.2%
TA
785
Tiedemann Advisors
New York
$391K -$3.77M -81,089 -91%
AIP
786
Ahrens Investment Partners
Louisiana
$391K -$28.2K -610 -7%
EWF
787
Epstein & White Financial
California
$389K -$44.3K -996 -10%
WLIM
788
White Lighthouse Investment Management
Massachusetts
$388K
SS
789
Sunbelt Securities
Texas
$388K +$388K +8,375 New
SCCM
790
Schafer Cullen Capital Management
New York
$385K
MIH
791
Madison Investment Holdings
Wisconsin
$384K
Lazard Asset Management
792
Lazard Asset Management
New York
$384K
AF
793
Allworth Financial
California
$383K
PA
794
Probity Advisors
Texas
$383K
GRP
795
Global Retirement Partners
California
$383K +$16.6K +359 +5%
IBOK
796
Independence Bank of Kentucky
Kentucky
$381K -$111K -2,400 -23%
OPCM
797
Osborne Partners Capital Management
California
$381K -$37K -800 -9%
SC
798
Sawyer & Company
Massachusetts
$381K
AAM
799
Autus Asset Management
Arizona
$378K -$8.1K -175 -2%
CT
800
Cambridge Trust
Massachusetts
$377K +$26.8K +579 +8%