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Southern Company

1,361 hedge funds and large institutions have $34.1B invested in Southern Company in 2020 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 483 increasing their positions, 601 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,361
Holders Change
-81
Holders Change %
-5.62%
% of All Funds
30.06%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.62%
New
95
Increased
483
Reduced
601
Closed
156
Calls
$223M
Puts
$136M
Net Calls
+$87.5M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
1251
Lee Financial
Texas
$51K
LWS
1252
Lucia Wealth Services
California
$49K
LC
1253
Lindbrook Capital
California
$49K +$11.1K +203 +29%
MWM
1254
MBE Wealth Management
Wisconsin
$49K +$49K +915 New
CWM
1255
Cranbrook Wealth Management
Michigan
$48K -$11.8K -217 -20%
LWCFA
1256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K
CAC
1257
Certified Advisory Corp
Florida
$44K +$161 +3 +0.4%
HIA
1258
Harbor Investment Advisory
Maryland
$42K -$17K -313 -29%
WWM
1259
Willingdon Wealth Management
North Carolina
$42K
JFA
1260
JNBA Financial Advisors
Minnesota
$42K +$2.73K +50 +7%
PGAM
1261
Princeton Global Asset Management
New Jersey
$41K
AWM
1262
AllSquare Wealth Management
New York
$41K
VCP
1263
Verus Capital Partners
Arizona
$40K -$5.48K -100 -12%
EIP
1264
Ellis Investment Partners
Pennsylvania
$38K -$4.95K -100 -12%
FCMT
1265
Founders Capital Management (Texas)
Texas
$38K
FMTCOCP
1266
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
HWM
1267
HighMark Wealth Management
Minnesota
$38K +$53 +1 +0.1%
PWMG
1268
Prestige Wealth Management Group
New Jersey
$38K +$31.1K +568 +454%
CAL
1269
Capital Advisors Ltd
Ohio
$37K
APWM
1270
Atlas Private Wealth Management
New York
$37K
GFPC
1271
Global Financial Private Client
Florida
$36.2K -$4.26K -85 -11%
PHK
1272
Point72 Hong Kong
Hong Kong
$34K +$34K +633 New
WB
1273
Webster Bank
Connecticut
$33K -$16.6K -300 -33%
CRCM
1274
Corbett Road Capital Management
Virginia
$33K +$33K +602 New
CIA
1275
Cascade Investment Advisors
Oregon
$32.5K