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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 %
FMTCOCP
1026
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$107K
DWM
1027
Destination Wealth Management
California
$107K +$83.7K +1,811 +359%
KA
1028
Kaizen Advisory
Illinois
$106K +$60.7K +1,307 +134%
GTAM
1029
Global Trust Asset Management
Florida
$105K -$59K -1,275 -36%
OFS
1030
Orrstown Financial Services
Pennsylvania
$104K
CT
1031
Clearstead Trust
Maine
$99K -$17.2K -371 -15%
EDRH
1032
Edmond de Rothschild Holding
Switzerland
$99K +$99K +2,147 New
FIB
1033
First Interstate Bank
Montana
$98K -$39.4K -850 -29%
CAGAS
1034
Capital Advisory Group Advisory Services
Minnesota
$98K +$1.41K +31 +1%
IWP
1035
Icon Wealth Partners
Texas
$91K +$91K +1,970 New
VCM
1036
Versant Capital Management
Arizona
$89K -$7.54K -163 -8%
FWM
1037
Focused Wealth Management
New York
$89K
NL
1038
NVWM LLC
Pennsylvania
$87K -$8.23K -177 -9%
WT
1039
Whittier Trust
California
$87K
FPS
1040
Fieldpoint Private Securities
Connecticut
$86K
Acadian Asset Management
1041
Acadian Asset Management
Massachusetts
$85K
TFO
1042
Tarbox Family Office
California
$84K +$651 +14 +0.8%
JFA
1043
JNBA Financial Advisors
Minnesota
$82K +$13.8K +300 +20%
CLOS
1044
Compagnie Lombard Odier SCmA
Switzerland
$82K +$41K +880 +100%
BWL
1045
Bogart Wealth LLC
Virginia
$81K
LFG
1046
LifePlan Financial Group
Ohio
$81K
CPA
1047
Clear Perspective Advisors
Illinois
$80K -$17.5K -375 -18%
ABA
1048
American Beacon Advisors
Texas
$80K
WC
1049
Whitney & Co
New York
$79K -$3.58M -77,048 -98%
TC
1050
Trust Company
Kansas
$79K -$59.6K -1,289 -43%