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Southern Company

1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

55% more call options, than puts

Call options by funds: $246M | Put options by funds: $158M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 435

2% more funds holding

Funds holding: 1,1721,193 (+21)

1.18% more ownership

Funds ownership: 53.55%54.73% (+1.2%)

4% more capital invested

Capital invested by funds: $25.8B → $27B (+$1.16B)

Holders
1,193
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
435
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
376
Cetera Advisor Networks
California
$3.02M +$136K +2,748 +5%
IAA
377
Independent Advisor Alliance
North Carolina
$3M +$176K +3,562 +6%
IG
378
ING Group
Netherlands
$2.99M -$3.8M -76,965 -56%
SLAM
379
Swiss Life Asset Management
$2.99M -$698K -14,124 -19%
VAM
380
Visionary Asset Management
Texas
$2.98M +$153K +3,095 +5%
LIA
381
LS Investment Advisors
Michigan
$2.96M +$3.61K +73 +0.1%
PP
382
Prudential plc
United Kingdom
$2.95M +$29K +587 +1%
ECM
383
ETrade Capital Management
Virginia
$2.95M -$179K -3,626 -6%
PFPT
384
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.94M +$1.25M +25,196 +74%
FCM
385
Forester Capital Management
Illinois
$2.91M -$63.7K -1,288 -2%
TCT
386
TIAA CREF Trust
Missouri
$2.9M +$285K +5,757 +11%
PA
387
Pinnacle Associates
New York
$2.9M +$14.5K +293 +0.5%
ED
388
Exane Derivatives
France
$2.86M -$71.6K -1,448 -2%
AWM
389
AE Wealth Management
Kansas
$2.86M +$1.22M +24,622 +75%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$2.84M +$2.54M +51,473 +927%
DADC
391
D.A. Davidson & Co
Montana
$2.84M -$2.8M -56,560 -50%
BCM
392
Brookmont Capital Management
Texas
$2.83M -$7.46K -151 -0.3%
V
393
Veritable
Delaware
$2.83M +$67.6K +1,367 +2%
RIG
394
Roosevelt Investment Group
New York
$2.82M +$2.47M +50,035 +759%
AI
395
Atria Investments
North Carolina
$2.81M +$651K +13,177 +30%
PSUF
396
People's United Financial
Connecticut
$2.78M +$18.9K +383 +0.7%
PAM
397
Peninsula Asset Management
Florida
$2.77M -$15.2K -307 -0.5%
William Blair & Company
398
William Blair & Company
Illinois
$2.77M +$242K +4,899 +10%
AWM
399
Arbor Wealth Management
Florida
$2.73M -$33.2K -672 -1%
RIL
400
Rothschild Investment LLC
Illinois
$2.71M +$48.6K +983 +2%