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Southern Company

1,122 hedge funds and large institutions have $23.5B invested in Southern Company in 2016 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 472 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+66
Holders Change %
+6.25%
% of All Funds
29.94%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
128
Increased
472
Reduced
359
Closed
52
Calls
$207M
Puts
$93M
Net Calls
+$114M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
876
Obermeyer Wealth Partners
Colorado
$304K -$321K -6,207 -51%
CCM
877
Compton Capital Management
Rhode Island
$304K
MBT
878
Montecito Bank & Trust
California
$302K
CBT
879
Central Bank & Trust
Kentucky
$302K
DW
880
Domani Wealth
Pennsylvania
$302K +$13.8K +266 +5%
BI
881
Boulegeris Investments
Georgia
$300K +$300K +5,790 New
1SB
882
1ST Source Bank
Indiana
$299K +$299K +5,782 New
ABTD
883
Arvest Bank Trust Division
Oklahoma
$298K -$96.2K -1,862 -24%
CPO
884
Cerity Partners OCIO
New York
$298K +$1.65K +32 +0.6%
PAIA
885
Park Avenue Institutional Advisers
New York
$296K -$8.32K -161 -3%
BHBT
886
Burke & Herbert Bank & Trust
Virginia
$296K +$7.76K +150 +3%
BSW
887
Buckingham Strategic Wealth
Missouri
$295K +$17.2K +332 +6%
WC
888
Whitnell & Co
Illinois
$294K
GI
889
Gradient Investments
Minnesota
$293K +$24.4K +472 +9%
IC
890
Inverness Counsel
New York
$292K
KCM
891
Kempner Capital Management
Texas
$290K
RMCM
892
Reynders McVeigh Capital Management
Massachusetts
$290K +$290K +5,597 New
Citadel Advisors
893
Citadel Advisors
Florida
$287K -$446K -8,615 -61%
IHL
894
Investment House LLC
California
$285K +$104 +2 +0%
PP
895
Patten & Patten
Tennessee
$284K
UBWV
896
United Bank (West Virginia)
West Virginia
$284K +$3.51K +68 +1%
RIG
897
Roosevelt Investment Group
New York
$282K -$1.85M -35,700 -87%
GF
898
Gerstein Fisher
New York
$280K +$50.6K +976 +22%
CS
899
Comerica Securities
Michigan
$280K +$280K +5,406 New
MWM
900
Mission Wealth Management
California
$278K -$77.5K -1,500 -22%