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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 %
CICI
976
Capital Investment Counsel Inc
North Carolina
$384K -$11.7K -183 -3%
AWM
977
Altavista Wealth Management
North Carolina
$384K
MIM
978
Moseley Investment Management
Florida
$384K +$384K +6,021 New
SC
979
Schulhoff & Co
Ohio
$382K
KFC
980
Klingenstein Fields & Co
New York
$381K
MFW
981
Mosaic Family Wealth
Missouri
$378K -$225K -3,534 -37%
HIS
982
Harvest Investment Services
Illinois
$378K -$34.9K -548 -8%
HBT
983
Hills Bank & Trust
Iowa
$378K
SA
984
Strategic Advisors
New York
$377K -$5.29K -83 -1%
BMO
985
Beck Mack & Oliver
New York
$376K
AAMC
986
Asset Allocation & Management Company
Illinois
$374K +$374K +5,874 New
ACM
987
Advisors Capital Management
New Jersey
$373K +$45K +705 +14%
ECA
988
Elevated Capital Advisors
Utah
$373K +$373K +5,857 New
VFP
989
Verus Financial Partners
Virginia
$372K +$127 +2 +0%
PFM
990
Parsec Financial Management
North Carolina
$371K +$86.8K +1,361 +31%
LAS
991
Lloyd Advisory Services
Georgia
$371K +$371K +5,810 New
BPWA
992
Beacon Pointe Wealth Advisors
California
$369K -$50.6K -796 -12%
BCM
993
Bayesian Capital Management
New York
$369K +$369K +5,800 New
VCM
994
Violich Capital Management
California
$368K
Rockefeller Capital Management
995
Rockefeller Capital Management
New York
$367K -$16.1K -253 -4%
MWM
996
Mission Wealth Management
California
$366K +$1.53K +24 +0.4%
GT
997
Greenleaf Trust
Michigan
$365K +$17.4K +273 +5%
HH
998
HWG Holdings
Texas
$363K +$113K +1,765 +45%
OL
999
Optas LLC
Texas
$363K +$363K +5,708 New
GC
1000
Gilbert & Cook
Iowa
$362K -$106K -1,656 -23%