SO icon

Southern Company

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Shares
Change %
MGWM
776
Marks Group Wealth Management
Minnesota
$695K +$695K +10,907 New
CAAS
777
Capital Asset Advisory Services
Michigan
$691K +$691K +10,079 New
CTA
778
Chesley Taft & Associates
Illinois
$690K
H
779
HoyleCohen
California
$681K -$4.78K -75 -0.7%
PL
780
Perpetual Ltd
Australia
$679K
SFG
781
Summit Financial Group
West Virginia
$678K -$29.6K -465 -4%
CCP
782
Clarkston Capital Partners
Michigan
$674K
NVCHI
783
New Vernon Capital Holdings II
New Jersey
$674K +$674K +10,577 New
AMC
784
Asset Management Corp
Illinois
$673K +$673K +10,572 New
SIG
785
Schaller Investment Group
North Carolina
$672K
PWP
786
Principle Wealth Partners
Connecticut
$667K -$38.5K -605 -5%
WLIM
787
White Lighthouse Investment Management
Massachusetts
$667K +$217K +3,400 +48%
SC
788
Scotia Capital
Ontario, Canada
$666K +$382 +6 +0.1%
GC
789
Grimes & Company
Massachusetts
$666K +$23.2K +364 +4%
FI
790
FormulaFolio Investments
Michigan
$659K +$104K +1,628 +19%
FFN
791
Focus Financial Network
Minnesota
$658K +$2.61K +41 +0.4%
Rafferty Asset Management
792
Rafferty Asset Management
New York
$658K -$255K -3,993 -28%
AA
793
Advisory Alpha
Michigan
$655K +$9.55K +148 +1%
ACM
794
Anfield Capital Management
California
$653K +$653K +9,457 New
HT
795
HAP Trading
New York
$651K +$651K +10,224 New
GEA
796
Glen Eagle Advisors
New Jersey
$649K +$107K +1,683 +20%
SJIM
797
St. Johns Investment Management
Florida
$647K -$15.9K -249 -2%
BTW
798
Boston Trust Walden
Massachusetts
$642K +$73.3K +1,151 +13%
MWM
799
Marietta Wealth Management
Georgia
$639K
LW
800
Linscomb Wealth
Texas
$637K +$74.7K +1,172 +13%