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Southern Company

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
KSA
876
Ken Stern & Associates
California
$340K +$60.4K +1,177 +22%
GLRA
877
Gerald L. Ray & Associates
Texas
$339K -$77K -1,500 -19%
NAM
878
North American Management
Massachusetts
$335K
LJAC
879
L.J. Altfest & Co
New York
$334K -$97.4K -1,897 -23%
WKWM
880
Walter & Keenan Wealth Management
Indiana
$333K -$41K -800 -11%
NPF
881
Norris Perne & French
Michigan
$330K
SAM
882
Summit Asset Management
Tennessee
$330K
PP
883
Patten & Patten
Tennessee
$330K +$330K +6,424 New
WA
884
WealthTrust Axiom
Pennsylvania
$327K
OWP
885
Obermeyer Wealth Partners
Colorado
$327K +$25.6K +500 +9%
CCM
886
Crossvault Capital Management
Texas
$326K -$5.13K -100 -2%
SWA
887
SFMG Wealth Advisors
Texas
$326K +$1.39K +27 +0.4%
EB
888
Eastern Bank
Massachusetts
$324K -$36.8K -716 -10%
GF
889
Gerstein Fisher
New York
$324K -$308 -6 -0.1%
UBWV
890
United Bank (West Virginia)
West Virginia
$324K +$41.1K +800 +15%
AIA
891
Allegis Investment Advisors
Idaho
$323K -$70.1K -1,368 -18%
SIC
892
Shoker Investment Counsel
Ohio
$323K +$39.1K +763 +14%
VAM
893
Verity Asset Management
North Carolina
$323K +$131K +2,553 +68%
AB
894
Atlas Brown
Kentucky
$321K
BHBT
895
Burke & Herbert Bank & Trust
Virginia
$320K
BSW
896
Buckingham Strategic Wealth
Missouri
$320K +$154 +3 +0%
CPO
897
Cerity Partners OCIO
New York
$319K +$21K +410 +7%
BC
898
Banced Corp
Illinois
$318K -$15.4K -300 -5%
NAM
899
Nichols Asset Management
Massachusetts
$317K
HFM
900
Hartford Financial Management
Connecticut
$315K +$718 +14 +0.2%