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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 %
PWLP
801
Prio Wealth Limited Partnership
Massachusetts
$376K -$13.7K -296 -4%
WT
802
Washington Trust
Rhode Island
$375K +$85.3K +1,844 +29%
LA
803
Lau Associates
Delaware
$370K
BAS
804
Brown Advisory Securities
Maryland
$369K -$42.8K -925 -10%
HCMNY
805
Howard Capital Management (New York)
New York
$369K +$4.77K +103 +1%
MWM
806
Mission Wealth Management
California
$369K +$48.9K +1,055 +15%
BFA
807
Beaumont Financial Advisors
Massachusetts
$368K +$1.16K +25 +0.3%
BCM
808
BlueCrest Capital Management
Jersey
$368K +$368K +7,936 New
FFBTD
809
First Financial Bank - Trust Division
Ohio
$366K +$3.94K +85 +1%
CT
810
Coastline Trust
Rhode Island
$365K -$855K -18,460 -70%
DJSG
811
D.J. St. Germain
Massachusetts
$365K -$27.6K -595 -7%
TCOT
812
Trust Company of Toledo
Ohio
$364K -$6.26K -135 -2%
ARMT
813
Amica Retiree Medical Trust
Rhode Island
$364K
IAMOG
814
Investors Asset Management of Georgia
Georgia
$363K +$2.31K +50 +0.6%
BSPF
815
British Steel Pension Fund
United Kingdom
$361K -$3.54M -76,422 -91%
WAM
816
Wealthspire Advisors (Maryland)
Maryland
$361K -$42.6K -920 -11%
LB
817
Landmark Bank
Missouri
$359K +$359K +7,763 New
AWA
818
Acorn Wealth Advisors
Michigan
$358K +$4.36K +93 +1%
GJIC
819
Gamble Jones Investment Counsel
California
$357K -$1.18M -25,408 -77%
SAM
820
Summit Asset Management
Tennessee
$357K
SAM
821
Silvercrest Asset Management
New York
$356K
CWM
822
Confluence Wealth Management
Oregon
$356K +$123K +2,654 +53%
HVIA
823
Hudson Valley Investment Advisors
New York
$355K
WEC
824
Winslow Evans & Crocker
Massachusetts
$354K +$39.3K +846 +12%
FWM
825
Frontier Wealth Management
Missouri
$352K -$9.17K -198 -3%