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Southern Company

953 hedge funds and large institutions have $20.7B invested in Southern Company in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 414 increasing their positions, 308 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+41
Holders Change %
+4.5%
% of All Funds
27.41%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
82
Increased
414
Reduced
308
Closed
37
Calls
$534M
Puts
$150M
Net Calls
+$384M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
851
Manchester Capital Management
Vermont
$169K
WT
852
Whittier Trust
California
$168K -$68.5K -1,515 -29%
GAM
853
Gemmer Asset Management
California
$168K
NCMG
854
NCM Capital Management Group
North Carolina
$167K -$99.1K -2,180 -37%
KPCM
855
Kings Point Capital Management
New York
$167K +$4.53K +100 +3%
SAMC
856
Shinko Asset Management Company
Japan
$162K
MBT
857
Monroe Bank & Trust
Michigan
$161K -$27.2K -600 -14%
JFGIW
858
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$159K
ECM
859
Estabrook Capital Management
New York
$159K
AssetMark Inc
860
AssetMark Inc
California
$155K -$11.6K -256 -7%
AW
861
Alpha Windward
Massachusetts
$152K -$501 -11 -0.3%
WAM
862
Wolverine Asset Management
Illinois
$149K +$144K +3,200 +3,200%
LBG
863
Lloyds Banking Group
United Kingdom
$143K -$32.9M -725,688 -100%
LFR
864
Lehman Financial Resources
Pennsylvania
$135K
JIC
865
Joel Isaacson & Co
New York
$135K
ARMC
866
American Research & Management Company
Massachusetts
$132K
CCS
867
Crosspoint Capital Strategies
California
$127K +$10.8K +237 +9%
WA
868
Winfield Associates
Ohio
$122K
NSIM
869
North Star Investment Management
Illinois
$121K
BC
870
Bartlett & Co
Ohio
$121K
FWM
871
Focused Wealth Management
New York
$119K +$70.7K +1,553 +146%
QBFM
872
QS Batterymarch Financial Management
New York
$115K -$705K -15,430 -86%
BAM
873
Barrett Asset Management
New York
$114K +$36.6K +805 +47%
MAS
874
Madden Advisory Services
Florida
$107K
DBT
875
Dubuque Bank & Trust
Iowa
$106K +$20.1K +444 +23%