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Southern Company

1,180 hedge funds and large institutions have $27.1B invested in Southern Company in 2018 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 455 increasing their positions, 472 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-14
Holders Change %
-1.17%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
70
Increased
455
Reduced
472
Closed
76
Calls
$239M
Puts
$122M
Net Calls
+$117M
Net Calls Change
+$49.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
1001
Royal Fund Management
Florida
$160K
SWP
1002
Strategic Wealth Partners
Ohio
$157K -$498K -10,763 -76%
HR
1003
Howe & Rusling
New York
$154K +$15.6K +337 +11%
SWA
1004
Sutton Wealth Advisors
Florida
$147K -$417 -9 -0.3%
JWM
1005
Janiczek Wealth Management
Colorado
$144K +$144K +3,115 New
HCM
1006
Hilton Capital Management
New York
$140K +$140K +3,023 New
KLWA
1007
Kelly Lawrence W & Associates
California
$139K
EIP
1008
Epoch Investment Partners
New York
$137K -$10.5K -226,804 -7%
KTC
1009
Kistler-Tiffany Companies
Pennsylvania
$131K -$21K -453 -14%
BWM
1010
BerganKDV Wealth Management
Minnesota
$130K +$130K +2,817 New
MCM
1011
Manchester Capital Management
Vermont
$129K -$16.4K -354 -11%
GLI
1012
Guardian Life Insurance
New York
$129K +$22.2K +481 +21%
PG
1013
Patten Group
Tennessee
$125K -$69.8K -1,510 -36%
AIM
1014
Advantage Investment Management
Iowa
$124K
ARMC
1015
American Research & Management Company
Massachusetts
$124K +$46.4K +1,000 +60%
BAM
1016
Barrett Asset Management
New York
$121K
HS
1017
Horan Securities
United States
$121K +$43.8K +919 +57%
RCG
1018
Ruggie Capital Group
Florida
$119K -$696 -15 -0.6%
PHK
1019
Point72 Hong Kong
Hong Kong
$119K +$119K +2,569 New
VIA
1020
Vantage Investment Advisors
Pennsylvania
$117K
SFM
1021
Signet Financial Management
New Jersey
$116K +$12.7K +275 +12%
BCP
1022
Blue Chip Partners
Michigan
$114K -$122K -2,639 -52%
KPCM
1023
Kings Point Capital Management
New York
$114K
AA
1024
AlphaMark Advisors
Kentucky
$112K +$876 +19 +0.8%
PCM
1025
Prelude Capital Management
New York
$111K +$47.3K +1,017 +74%