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Southern Company

1,027 hedge funds and large institutions have $20B invested in Southern Company in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 428 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,027
Holders Change
-13
Holders Change %
-1.25%
% of All Funds
27.39%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.45%
New
79
Increased
428
Reduced
370
Closed
80
Calls
$204M
Puts
$135M
Net Calls
+$69.9M
Net Calls Change
-$26.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAMC
926
Shinko Asset Management Company
Japan
$124K -$7.67K -173 -6%
MCM
927
Manchester Capital Management
Vermont
$123K -$65.4K -1,478 -35%
CLOS
928
Compagnie Lombard Odier SCmA
Switzerland
$122K
BAM
929
Barrett Asset Management
New York
$121K +$9.97K +225 +9%
CCS
930
Crosspoint Capital Strategies
California
$119K -$191K -4,317 -62%
BC
931
Bartlett & Co
Ohio
$118K
FWM
932
Focused Wealth Management
New York
$116K
WA
933
Winfield Associates
Ohio
$106K -$13.3K -300 -11%
EFSCE
934
Enterprise Financial Services Corp (EFSC)
Missouri
$106K
DBT
935
Dubuque Bank & Trust
Iowa
$104K
VIA
936
Vantage Investment Advisors
Pennsylvania
$104K +$35.4K +800 +52%
PMFA
937
Plante Moran Financial Advisors
Michigan
$100K +$50.5K +1,145 +102%
AIM
938
Advantage Investment Management
Iowa
$97K -$22.2K -500 -19%
NYLT
939
New York Life Trust
New York
$90K +$84.2K +1,895 +1,447%
BCM
940
Blume Capital Management
California
$89K
MBT
941
Monroe Bank & Trust
Michigan
$89K
WTC
942
WhitTier Trust Company
Nevada
$86K
TCM
943
TD Capital Management
Tennessee
$78K
TFO
944
Tarbox Family Office
California
$75K
RCG
945
Ruggie Capital Group
Florida
$75K +$56K +1,259 +294%
NSIM
946
North Star Investment Management
Illinois
$73K -$22K -500 -23%
BOK
947
Bank of Kentucky
Kentucky
$68K
AWM
948
Avior Wealth Management
Nebraska
$67K
SNT
949
Security National Trust
West Virginia
$66K -$6.67K -150 -9%
JFA
950
JNBA Financial Advisors
Minnesota
$66K