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Southern Company

1,364 hedge funds and large institutions have $31.9B invested in Southern Company in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 552 increasing their positions, 505 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+3
Holders Change %
+0.22%
% of All Funds
28.04%
Holding in Top 10
9
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-67.86%
% of All Funds
0.18%
New
107
Increased
552
Reduced
505
Closed
93
Calls
$239M
Puts
$129M
Net Calls
+$110M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
1001
Parsec Financial Management
North Carolina
$314K
VHAM
1002
Van Hulzen Asset Management
California
$313K -$7.57K -146 -2%
GC
1003
Gratus Capital
Georgia
$312K -$198K -3,812 -39%
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$312K -$38.4K -742 -11%
BFIM
1005
Beese Fulmer Investment Management
Ohio
$312K -$10.4K -200 -3%
YMRC
1006
Yorktown Management & Research Company
Virginia
$311K -$82.9K -1,600 -21%
SC
1007
Schulhoff & Co
Ohio
$311K
MSA
1008
Marino Stram & Associates
Massachusetts
$311K +$81.1K +1,566 +35%
KFC
1009
Klingenstein Fields & Co
New York
$310K
CCM
1010
Covington Capital Management
California
$309K
PA
1011
Procyon Advisors
Connecticut
$309K +$25.9K +498 +9%
BMO
1012
Beck Mack & Oliver
New York
$306K
DJSG
1013
D.J. St. Germain
Massachusetts
$305K -$29.1K -560 -9%
PFO
1014
Pathstone Family Office
New Jersey
$304K -$18.5K -356 -6%
IP
1015
Isthmus Partners
Wisconsin
$304K
TC
1016
Telemus Capital
Michigan
$303K
VFP
1017
Verus Financial Partners
Virginia
$303K +$156 +3 +0.1%
MFW
1018
Mosaic Family Wealth
Missouri
$303K +$8.18K +158 +3%
CCB
1019
Cutter & Co Brokerage
Missouri
$302K +$882 +17 +0.3%
VCM
1020
Violich Capital Management
California
$300K
FC
1021
Fusion Capital
South Carolina
$300K +$466 +9 +0.2%
SFWA
1022
Summit Financial Wealth Advisors
Louisiana
$297K
NFG
1023
Nations Financial Group
Iowa
$297K +$11.5K +222 +4%
FMW
1024
Farr Miller & Washington
District of Columbia
$296K -$119K -2,300 -29%
DLHL
1025
Donald L. Hagan LLC
Florida
$295K