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Southern Company

1,212 hedge funds and large institutions have $25.8B invested in Southern Company in 2018 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 479 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+31
Holders Change %
+2.62%
% of All Funds
27.05%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.31%
New
139
Increased
422
Reduced
479
Closed
95
Calls
$213M
Puts
$109M
Net Calls
+$104M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1101
Clarus Wealth Advisors
Arizona
$47K -$8.36K -192 -15%
OFW
1102
Omnia Family Wealth
Florida
$47K +$2.91K +66 +7%
WPA
1103
West Paces Advisors
Georgia
$45.8K
CIM
1104
Centersquare Investment Management
Pennsylvania
$45K +$19.7K +450 +78%
BCA
1105
Berman Capital Advisors
Georgia
$45K +$45K +1,056 New
ADL
1106
Asset Dedication LLC
California
$44K
CAW
1107
Cornerstone Advisors (Washington)
Washington
$43K +$5.08K +116 +13%
CAM
1108
Cresset Asset Management
Illinois
$43K +$43K +972 New
CHP
1109
Cable Hill Partners
Oregon
$42K -$17K -391 -29%
LWS
1110
Lucia Wealth Services
California
$40K
MIP
1111
Mondrian Investment Partners
United Kingdom
$40K +$40K +920 New
WC
1112
Whitnell & Co
Illinois
$39K
FIB
1113
First Interstate Bank
Montana
$37K -$44K -1,000 -54%
PCA
1114
Peddock Capital Advisors
Massachusetts
$37K +$19.6K +450 +113%
TWMP
1115
Taylor Wealth Management Partners
Massachusetts
$36K -$7.42K -167 -17%
WWM
1116
Willingdon Wealth Management
North Carolina
$36K -$3.57K -81 -9%
LC
1117
Lindbrook Capital
California
$36K +$36K +842 New
NL
1118
NVWM LLC
Pennsylvania
$35K -$47K -1,073 -57%
RCG
1119
Ruggie Capital Group
Florida
$35K -$14.1K -316 -29%
MWM
1120
Mascoma Wealth Management
New Hampshire
$35K -$4.38K -100 -11%
WF
1121
WealthTrust Fairport
Ohio
$35K
PFBT
1122
Parkside Financial Bank & Trust
Missouri
$35K +$9.65K +220 +38%
LWM
1123
Liberty Wealth Management
California
$35K +$35K +800 New
CAC
1124
Certified Advisory Corp
Florida
$34K -$311K -7,004 -90%
MIFH
1125
Migdal Insurance & Financial Holdings
Israel
$32K -$4.4K -99 -12%