SO icon

Southern Company

1,442 hedge funds and large institutions have $40.3B invested in Southern Company in 2019 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 495 increasing their positions, 509 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+125
Holders Change %
+9.49%
% of All Funds
28.48%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.57%
New
206
Increased
495
Reduced
509
Closed
60
Calls
$183M
Puts
$241M
Net Calls
-$58.4M
Net Calls Change
-$290M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1201
Affinity Wealth Management
Delaware
$219K
IIC
1202
Ironwood Investment Counsel
Arizona
$219K +$509 +8 +0.2%
HWMG
1203
Hurlow Wealth Management Group
Indiana
$219K +$219K +3,341 New
IIC
1204
Integrated Investment Consultants
Michigan
$217K -$38.2K -600 -15%
LOAMS
1205
Lombard Odier Asset Management (Switzerland)
Switzerland
$217K
CFG
1206
Cooper Financial Group
California
$217K +$9.86K +155 +5%
NJBEST
1207
New Jersey Better Educational Savings Trust
New Jersey
$217K +$217K +3,400 New
AIA
1208
Affinity Investment Advisors
California
$217K +$217K +3,410 New
GGI
1209
Godsey & Gibb Inc
Virginia
$216K -$19.1K -300 -8%
BBWA
1210
Bell & Brown Wealth Advisors
California
$216K
RIS
1211
Retirement Income Solutions
Michigan
$216K
CSPIA
1212
Cary Street Partners Investment Advisory
Virginia
$215K +$215K +3,375 New
VWM
1213
Valley Wealth Managers
New Jersey
$214K -$41.5K -650 -16%
PVWM
1214
Point View Wealth Management
New Jersey
$214K -$22.4K -351 -9%
WA
1215
Wealth Architects
California
$214K -$127 -2 -0.1%
WCM
1216
WealthBridge Capital Management
Ohio
$213K -$447 -7 -0.2%
PFC
1217
Phocas Financial Corp
California
$210K
FWM
1218
Focused Wealth Management
New York
$209K -$12.2K -191 -6%
AWM
1219
Aries Wealth Management
Maine
$209K
CRWM
1220
Castle Rock Wealth Management
California
$209K +$209K +3,050 New
FP
1221
Financial Perspectives
Minnesota
$207K +$207K +3,256 New
WI
1222
Wedgewood Investors
Pennsylvania
$207K -$12.7K -200 -6%
MFG
1223
MidWestOne Financial Group
Iowa
$207K -$7.33K -115 -3%
ST
1224
Smithfield Trust
Pennsylvania
$207K +$50.9K +800 +33%
FMC
1225
First Merchants Corp
Indiana
$207K +$207K +3,250 New