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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 %
AW
1351
Alpha Windward
Massachusetts
$36K +$36K +564 New
KWM
1352
Keebeck Wealth Management
Illinois
$36K +$36K +567 New
EWM
1353
Endurance Wealth Management
Rhode Island
$34K
MWA
1354
Moser Wealth Advisors
Washington
$34K +$34K +537 New
SL
1355
Salomon & Ludwin
Virginia
$33K
CWA
1356
Carolina Wealth Advisors
South Carolina
$32K +$32K +502 New
IUHSA
1357
Itau Unibanco Holding S.A.
Brazil
$32K +$32K +509 New
SCA
1358
Stuart Chaussee & Associates
California
$31K
SIAP
1359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
EWP
1360
Engrave Wealth Partners
Texas
$31K +$31K +502 New
MFT
1361
Moisand Fitzgerald Tamayo
Florida
$30K
GAM
1362
Gemmer Asset Management
California
$29K
LWA
1363
Lenox Wealth Advisors
New York
$28K +$1.3K +20 +5%
VNA
1364
Valley National Advisers
Pennsylvania
$28K +$9.21K +147 +49%
IAS
1365
IMA Advisory Services
Colorado
$27K
MWP
1366
Meridian Wealth Partners
Pennsylvania
$26K +$26K +413 New
FMB
1367
Field & Main Bank
Kentucky
$25K -$6.25K -100 -20%
CI
1368
CX Institutional
Indiana
$25K -$2.89K -46 -10%
AP
1369
Atwood & Palmer
Missouri
$25K
PMFA
1370
Plante Moran Financial Advisors
Michigan
$25K
RWB
1371
RMR Wealth Builders
New Jersey
$25K +$25K +400 New
SFG
1372
Sowa Financial Group
Rhode Island
$25K +$25K +400 New
SC
1373
Solstein Capital
California
$23K +$23K +363 New
HCA
1374
Horan Capital Advisors
Ohio
$22K
TCM
1375
Tradewinds Capital Management
Washington
$22K