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Southern Company

1,317 hedge funds and large institutions have $38.6B invested in Southern Company in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 493 increasing their positions, 491 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+45
Holders Change %
+3.54%
% of All Funds
28.93%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.66%
New
104
Increased
493
Reduced
491
Closed
53
Calls
$456M
Puts
$224M
Net Calls
+$232M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
801
Beaumont Financial Advisors
Massachusetts
$535K +$19.5K +315 +4%
PCS
802
Personal CFO Solutions
New Jersey
$534K +$534K +8,648 New
CT
803
Chicago Trust
Illinois
$532K -$314K -5,087 -37%
BCWM
804
Bartlett & Co Wealth Management
Ohio
$531K +$258K +4,174 +94%
BC
805
Bartlett & Co
Ohio
$531K +$258K +4,174 +94%
BST
806
Bath Savings Trust
Maine
$529K +$42.8K +692 +9%
BFM
807
Boston Financial Management
Massachusetts
$528K +$309 +5 +0.1%
THWM
808
Taylor Hoffman Wealth Management
Virginia
$528K +$124K +2,000 +31%
GIM
809
Greylin Investment Management
Virginia
$528K +$528K +8,550 New
GEA
810
Glen Eagle Advisors
New Jersey
$525K -$58.7K -950 -10%
AT
811
Arden Trust
Delaware
$522K -$39.7K -642 -7%
HCMNY
812
Howard Capital Management (New York)
New York
$522K +$5.13K +83 +1%
SAM
813
Silvercrest Asset Management
New York
$521K
QI
814
Qtron Investments
Massachusetts
$520K
AF
815
Allworth Financial
California
$516K +$247 +4 +0%
WCAMG
816
Woodard & Company Asset Management Group
North Carolina
$514K +$514K +8,320 New
CWM
817
Confluence Wealth Management
Oregon
$512K +$14.8K +239 +3%
PA
818
Probity Advisors
Texas
$511K
EWA
819
ERTS Wealth Advisors
Michigan
$510K -$68.9K -1,115 -12%
BBNA
820
Bremer Bank National Association
Minnesota
$510K -$1.54K -25 -0.3%
BBA
821
Braun-Bostich & Associates
Pennsylvania
$509K +$22.2K +359 +5%
IFWM
822
Institute for Wealth Management
Colorado
$507K -$226K -3,660 -31%
CT
823
Cambridge Trust
Massachusetts
$507K +$55.6K +900 +12%
MWPCG
824
Measured Wealth Private Client Group
New Hampshire
$506K -$526K -8,527 -51%
CBN
825
Cadence Bank NA
Texas
$506K -$9.62K -156 -2%