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Southern Company

1,157 hedge funds and large institutions have $26.8B invested in Southern Company in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 441 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
28.89%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
70
Increased
441
Reduced
452
Closed
67
Calls
$317M
Puts
$205M
Net Calls
+$111M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1101
Cascade Investment Advisors
Oregon
$29.5K +$29.5K +600 New
WAS
1102
Winch Advisory Services
Wisconsin
$28K +$346 +7 +1%
MFBTD
1103
MB Financial Bank - Trust Department
Illinois
$27K
MFT
1104
Moisand Fitzgerald Tamayo
Florida
$27K +$27K +540 New
CAPTRUST Financial Advisors
1105
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +600 New
CPIG
1106
Chicago Partners Investment Group
Illinois
$26K -$75.6K -1,526 -74%
EWM
1107
Endurance Wealth Management
Rhode Island
$26K
WIM
1108
Westside Investment Management
California
$25.5K
BCM
1109
Blume Capital Management
California
$25K -$15K -300 -38%
PWM
1110
Perigon Wealth Management
California
$25K
SFPIA
1111
Stevens First Principles Investment Advisors
California
$25K
YWP
1112
YorkBridge Wealth Partners
New York
$25K
SIAP
1113
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
APSP
1114
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K
HT
1115
Heritage Trust
Oklahoma
$23K +$4.77K +98 +26%
FPFS
1116
First Personal Financial Services
North Carolina
$22K -$20.2K -408 -48%
VNA
1117
Valley National Advisers
Pennsylvania
$22K +$9.78K +200 +80%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$21K
AP
1119
Atwood & Palmer
Missouri
$20K
PCA
1120
Peddock Capital Advisors
Massachusetts
$20K
NCM
1121
Nelson Capital Management
California
$20K
PFBT
1122
Parkside Financial Bank & Trust
Missouri
$20K +$567 +12 +3%
RFWA
1123
RPg Family Wealth Advisory
Massachusetts
$19.7K -$2.26K -46 -10%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$19K +$19K +396 New
PRS
1125
Pinkerton Retirement Specialists
Idaho
$18K