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Southern Company

1,133 hedge funds and large institutions have $26.1B invested in Southern Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 479 increasing their positions, 416 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,133
Holders Change
-16
Holders Change %
-1.39%
% of All Funds
30.28%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.61%
New
56
Increased
479
Reduced
416
Closed
60
Calls
$246M
Puts
$184M
Net Calls
+$62.3M
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1026
Barrett Asset Management
New York
$129K
WT
1027
Whittier Trust
California
$127K
LNB
1028
Ledyard National Bank
$124K +$65.6K +1,275 +112%
WTC
1029
WhitTier Trust Company
Nevada
$116K
EFSCE
1030
Enterprise Financial Services Corp (EFSC)
Missouri
$109K
KF
1031
Krilogy Financial
Missouri
$106K +$409 +8 +0.4%
Carson Wealth (CWM LLC)
1032
Carson Wealth (CWM LLC)
Nebraska
$105K +$73.2K +1,421 +230%
AIM
1033
Acropolis Investment Management
Missouri
$101K +$101K +1,973 New
BCM
1034
Blume Capital Management
California
$98K -$4.62K -90 -5%
LCM
1035
Liberty Capital Management
Michigan
$96K -$416K -8,370 -81%
RCG
1036
Ruggie Capital Group
Florida
$96K
VIA
1037
Vantage Investment Advisors
Pennsylvania
$95K -$15.4K -300 -14%
OFS
1038
Orrstown Financial Services
Pennsylvania
$95K
VCM
1039
Versant Capital Management
Arizona
$95K +$17K +331 +22%
FQ
1040
First Quadrant
California
$92K
TFO
1041
Tarbox Family Office
California
$90K +$667 +13 +0.7%
AIM
1042
Advantage Investment Management
Iowa
$87K -$40K -782 -32%
FPTW
1043
Franklin, Parlapiano, Turner & Welch
Texas
$87K
MA
1044
MCF Advisors
Kentucky
$81K -$50.3K -976 -38%
NSIM
1045
North Star Investment Management
Illinois
$80K -$5.13K -100 -6%
VOYA Investment Management
1046
VOYA Investment Management
Georgia
$78.7K +$11.5K +223,863 +17%
AWM
1047
Avior Wealth Management
Nebraska
$78K
AC
1048
Alexandria Capital
Virginia
$76K +$23.6K +460 +45%
LWM
1049
LBA Wealth Management
Florida
$74K
SNT
1050
Security National Trust
West Virginia
$74K