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Southern Company

924 hedge funds and large institutions have $19.8B invested in Southern Company in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 418 increasing their positions, 318 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-29
Holders Change %
-3.04%
% of All Funds
26.83%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.29%
New
38
Increased
418
Reduced
318
Closed
56
Calls
$264M
Puts
$137M
Net Calls
+$127M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Shares
Change %
HRIA
876
Haberer Registered Investment Advisor
Ohio
$51K +$482 +11 +1%
TWA
877
TCI Wealth Advisors
Arizona
$50K
VFA
878
Virtus Fund Advisers
Connecticut
$45K -$343K -7,870 -88%
SFSIG
879
San Francisco Sentry Investment Group
California
$44K +$4.4K +100 +11%
TRCT
880
Tower Research Capital (TRC)
New York
$44K +$4.68K +108 +12%
AA
881
Apriem Advisors
California
$43K +$4.33K +100 +11%
FAM
882
Formidable Asset Management
Ohio
$40K +$2.26K +48 +6%
PMFA
883
Plante Moran Financial Advisors
Michigan
$39K -$18.4K -423 -32%
JWA
884
JFS Wealth Advisors
Pennsylvania
$39K
FIG
885
Fusion Investment Group
Pennsylvania
$36K
WF
886
WealthTrust Fairport
Ohio
$35K
MIC
887
MU Investments Company
Japan
$35K
AP
888
Atwood & Palmer
Missouri
$35K
TF
889
Tompkins Financial
New York
$34K
WCAM
890
West Coast Asset Management
California
$31K +$31K +710 New
MWP
891
MYCIO Wealth Partners
Pennsylvania
$29K
AC
892
Alexandria Capital
Virginia
$27K
VNB
893
Valley National Bancorp
New York
$27K
MUMSS
894
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K +$27K +620 New
CFA
895
Camarda Financial Advisors
Florida
$24K
SFPIA
896
Stevens First Principles Investment Advisors
California
$22K
BWFA
897
Baltimore-Washington Financial Advisors
Maryland
$22K
AII
898
AGF Investments Inc
Ontario, Canada
$22K
FMB
899
Field & Main Bank
Kentucky
$22K +$3.2K +75 +17%
PFO
900
Pathstone Family Office
New Jersey
$17K