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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 %
LWCFA
1326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K -$7.5K -118 -12%
EIP
1327
Ellis Investment Partners
Pennsylvania
$54K
PCA
1328
Peddock Capital Advisors
Massachusetts
$54K +$54K +850 New
PFGIA
1329
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$7.05K +110 +15%
VCP
1330
Verus Capital Partners
Arizona
$53K +$53K +830 New
CAC
1331
Certified Advisory Corp
Florida
$52K +$191 +3 +0.4%
AIC
1332
Archer Investment Corporation
Indiana
$52K +$52K +812 New
SC
1333
Steph & Co
Wisconsin
$52K +$52K +824 New
GFPC
1334
Global Financial Private Client
Florida
$51.3K +$51.3K +806 New
WWM
1335
Willingdon Wealth Management
North Carolina
$49K -$3.56K -56 -7%
CCM
1336
Cribstone Capital Management
Maine
$48K -$302K -4,769 -86%
AWM
1337
AllSquare Wealth Management
New York
$48K
JFA
1338
JNBA Financial Advisors
Minnesota
$46K
TFA
1339
Tobias Financial Advisors
Florida
$46K +$46K +723 New
FMTCOCP
1340
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K
FCMT
1341
Founders Capital Management (Texas)
Texas
$45K
HWM
1342
HighMark Wealth Management
Minnesota
$45K +$45K +717 New
CAL
1343
Capital Advisors Ltd
Ohio
$44K -$5.74K -90 -12%
LC
1344
Lindbrook Capital
California
$44K
APWM
1345
Atlas Private Wealth Management
New York
$44K +$44K +690 New
TCWM
1346
Total Clarity Wealth Management
Illinois
$43K +$43K +669 New
BRC
1347
Bell Rock Capital
Delaware
$42K +$254 +4 +0.6%
SSWG
1348
Seven Springs Wealth Group
Tennessee
$40K +$40K +625 New
CIA
1349
Cascade Investment Advisors
Oregon
$38.2K
SMFS
1350
Squar Milner Financial Services
California
$37K +$37K +585 New