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Southern Company

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
876
KMG Fiduciary Partners
Ohio
$511K
BBNA
877
Bremer Bank National Association
Minnesota
$510K -$15.8K -248 -3%
HFM
878
Hartford Financial Management
Connecticut
$509K -$1.08K -17 -0.2%
BFA
879
Beaumont Financial Advisors
Massachusetts
$507K -$44.8K -703 -8%
CGL
880
Clarius Group LLC
Washington
$498K +$62.9K +959 +14%
BFM
881
Boston Financial Management
Massachusetts
$496K -$48.7K -764 -9%
IFWM
882
Institute for Wealth Management
Colorado
$496K -$26.2K -411 -5%
IEFM
883
IQ EQ Fund Management
Ireland
$495K
FHA
884
Flagship Harbor Advisors
Massachusetts
$495K +$64 +1 +0%
GVAG
885
Great Valley Advisor Group
Delaware
$494K +$15.5K +244 +3%
CA
886
Calton & Associates
Florida
$493K +$114K +1,796 +30%
DJSG
887
D.J. St. Germain
Massachusetts
$491K +$183K +2,880 +60%
EH
888
Equitable Holdings
New York
$489K +$489K +7,677 New
CCA
889
Cobblestone Capital Advisors
New York
$487K -$1.28K -20 -0.3%
PJSIMP
890
P.J. Schmidt Investment Management (PJS)
Wisconsin
$486K
ESB
891
Essex Savings Bank
Connecticut
$485K
SFG
892
SNS Financial Group
Minnesota
$485K +$89.9K +1,410 +23%
Capstone Investment Advisors
893
Capstone Investment Advisors
New York
$483K +$483K +7,582 New
MAG
894
Mayfair Advisory Group
Alabama
$481K +$481K +7,553 New
WG
895
Watchman Group
Texas
$481K +$481K +7,559 New
ACP
896
Aviance Capital Partners
Florida
$480K -$82.4K -1,294 -15%
CWP
897
Capital Wealth Planning
Florida
$479K
ISL
898
Ingalls & Snyder LLC
New York
$478K
RIG
899
Roosevelt Investment Group
New York
$477K +$477K +7,487 New
GWM
900
GSB Wealth Management
Connecticut
$476K