We are live on ! Find out more
SO icon

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
EFS
401
Essex Financial Services
Connecticut
$2.69M -$137K -2,774 -5%
CCM
402
Cadence Capital Management
Massachusetts
$2.68M -$1.42M -28,819 -35%
CCT
403
Chemung Canal Trust
New York
$2.64M -$139K -2,816 -5%
HIM
404
Hanlon Investment Management
New Jersey
$2.63M -$262K -5,307 -9%
WFG
405
Wills Financial Group
Virginia
$2.62M +$157K +3,183 +6%
GL
406
GLG LLC
New York
$2.6M -$5.78K -117 -0.2%
BPC
407
Banque Pictet & Cie
Switzerland
$2.6M +$494K +10,000 +24%
PNAA
408
Pictet North America Advisors
Switzerland
$2.6M +$494K +10,000 +24%
JMPWA
409
JP Morgan Private Wealth Advisors
California
$2.6M -$332K -6,723 -11%
SPC
410
Sigma Planning Corp
Michigan
$2.6M +$187K +3,777 +8%
B
411
Barings
North Carolina
$2.59M +$613K +12,406 +31%
AIM
412
Anchor Investment Management
South Carolina
$2.58M -$51.3K -1,039 -2%
VFM
413
Viking Fund Management
North Dakota
$2.58M
AIM
414
Achmea Investment Management
Netherlands
$2.58M +$2.56M +51,817 New
MERSOM
415
Municipal Employees' Retirement System of Michigan
Michigan
$2.58M +$9.88K +200 +0.4%
AMI
416
Amica Mutual Insurance
Rhode Island
$2.56M
AF
417
Alerus Financial
North Dakota
$2.56M -$8.45K -171 -0.3%
LAM
418
Lebenthal Asset Management
New York
$2.56M +$13.1K +265 +0.5%
PMG
419
ProVise Management Group
Florida
$2.55M +$68.4K +1,384 +3%
DRS
420
Deane Retirement Strategies
Louisiana
$2.55M +$2.53M +51,256 New
OI
421
Oakbrook Investments
Illinois
$2.52M -$42K -850 -2%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$2.5M +$572K +11,580 +30%
WMSA
423
Weiss Multi-Strategy Advisers
New York
$2.5M +$2.48M +50,212 New
FC
424
FCA Corp
Texas
$2.49M +$48.9K +990 +2%
AF
425
Ally Financial
Michigan
$2.49M +$741K +15,000 +43%