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Southern Company

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KFC
801
Klingenstein Fields & Co
New York
$462K +$18K +361 +4%
UF
802
Univest Financial
Pennsylvania
$462K +$20.1K +404 +5%
PIM
803
Penobscot Investment Management
Massachusetts
$461K -$43.8K -880 -9%
HWM
804
Holloway Wealth Management
Florida
$458K -$465K
TSW
805
Thompson Siegel & Walmsley
Virginia
$456K -$33.6K -675 -7%
AHB
806
Abner Herrman & Brock
New Jersey
$455K -$12.5K -251 -3%
YIA
807
YHB Investment Advisors
Connecticut
$454K +$30.9K +621 +7%
MIM
808
Marco Investment Management
Georgia
$453K -$57.2K -1,150 -11%
BMC
809
Benin Management Corp
Connecticut
$453K
CK
810
Cohen Klingenstein
New York
$448K
FWM
811
Focused Wealth Management
New York
$446K +$18.2K +366 +4%
CB
812
Community Bank
New York
$439K -$4.98K -100 -1%
Members Trust
813
Members Trust
Florida
$438K +$438K +8,788 New
MMG
814
Monetary Management Group
Missouri
$437K -$24.9K -500 -5%
AAM
815
Autus Asset Management
Arizona
$435K -$9.94K -200 -2%
BWL
816
Bogart Wealth LLC
Virginia
$434K +$92.9K +1,866 +27%
IAMOG
817
Investors Asset Management of Georgia
Georgia
$430K
MFW
818
Mosaic Family Wealth
Missouri
$428K +$5.33K +107 +1%
BRWA
819
B. Riley Wealth Advisors
Florida
$425K -$72.9K -1,463 -15%
MWAC
820
Mariner Wealth Advisors (Cincinnati)
Ohio
$425K -$5.93K -119 -1%
HTC
821
Haverford Trust Company
Pennsylvania
$425K -$2.39K -48 -0.6%
FFBTD
822
First Financial Bank - Trust Division
Ohio
$424K -$12.5K -250 -3%
BWP
823
Baldwin Wealth Partners
Massachusetts
$423K -$33.4K -672 -7%
MAA
824
Mraz Amerine & Associates
California
$422K
CCG
825
Chatham Capital Group
Georgia
$422K +$20.3K +407 +5%